Take Action!

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Presentation by Jenny Russell and Mark Peters of Merck Family Fund and Federal Street Advisors; at the Take Action! 2010 Impact Investing Conference in Boston.

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Take Action! September 16, 2010 Jenny Russell, Merck Family Fund Mark Peters, Federal Street Advisors

Who we are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Terminology Socially Responsible Investing Mission Related Investing Mission Investing Responsible Investing Program Related Investing Market Rate Investing Screening Shareholder Advocacy Impact Investing Sustainable Investing Environmental, Social and Governance

Evolving relationship ,[object Object],[object Object],[object Object],[object Object],[object Object]

The first year ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The next six years – investments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Growth in number of investment strategies with SRI or sustainable focus

The next six years – broader impact through investments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The foundation and the advisor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Excerpt from the Merck Family Fund Investment Policy Statement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Challenges and opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The range of shared interests - current Use of resources – financial and human Successful Grants and PRIs Investment Success Effective Shareholder Advocacy

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Take Action!

1. Take Action! September 16, 2010 Jenny Russell, Merck Family Fund Mark Peters, Federal Street Advisors

3. Terminology Socially Responsible Investing Mission Related Investing Mission Investing Responsible Investing Program Related Investing Market Rate Investing Screening Shareholder Advocacy Impact Investing Sustainable Investing Environmental, Social and Governance

7. Growth in number of investment strategies with SRI or sustainable focus

9. Shareholder activism

10. Shareholder participation on the rise

11. Resulting from a shared interest

12.

13.

14.

15. The range of shared interests - current Use of resources – financial and human Successful Grants and PRIs Investment Success Effective Shareholder Advocacy

Take Action!

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