ENDOWMENTS AND FOUNDATIONSMercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission. Find out more
Every not-for-profit has a unique mission. To help them achieve that mission, they have investment objectives that are just as unique. At Mercer’s specialty Not-For-Profit Investment practice, we work with not-for-profits organizations across health care, education, religious institutions, endowments and foundations, and more to help them reach their greater good. Our thought leadership, market research and experience-informed perspectives can help.
Kim Wood, Not-for-Profit Investments Leader and Travis Pruitt, Not-for-Profit U.S. Business Leader
Mercer’s Not-for-Profit Investment leaders discuss how to best prepare committees to make opportunistic investment decisions. “Like any emotional decision, you need to be able to plan far ahead.”
The primary objective for any perpetual nonprofit portfolio is to provide a consistent and growing stream of available cash to support the mission of the organization, both now and into the future.
Our research is designed to be forward-looking and provide insights on market developments, industry issues and investment innovations, with a specialty practice specifically for not-for-profit organizations.
We pride ourselves on helping our clients constantly innovate and adapt to the ever-changing environment around them. We believe that asset allocation is the key to producing sustainable long-term results and we employ a valuation-based methodology to exploit medium-term market inefficiencies and improve risk-return trade-offs.
We also focus on identifying both proven and new managers as well as emerging trends. With over 130 research and investment professionals across the globe, we provide coverage on more than 5,700+ managers of alternative and traditional investment strategies. We offer extensive research and thought leadership on a range of issues targeted to your needs, with a boutique focus that gives you access to specialist expertise. We take our research a step further by offering in-depth due diligence for clients desiring an additional perspective on manager back office operations.
Our research is accessible online and through in-person events, including an industry-leading conference open only to not-for-profit industry professionals.
Mercer's Market Environment Report provides a detailed review of the capital market environment during the fourth quarter of 2015 and trends on the value of a wide range of assets.
Industry-Leading Insights and Solutions
Mercer's white paper trilogy explores the concept of risk by focusing on the qualitative aspects of the way endowment and foundation committees run their risk management programs. Read More
Explores the spending rules commonly used to govern annual distributions from educational and community foundation endowments. Download Now
At Mercer, we believe governance is an inter-related system of policy and implementation. Download Now
This paper provides a brief overview of defined contribution (DC) plan considerations facing health care organizations that engage in M&A activity. Download Now