Endowment & Foundations Growth Strategy l Mercer Australia

Endowments and Foundations

Investment Insights for Endowments and Foundations

Long term endowment and foundation investment can be complex - trusted, specialist advice is critical.

We work with many of Australia’s leading universities and not-for-profits to improve investment outcomes and establish sustainable growth strategies that are aligned to their broader mission.

Six Key Investment Strategies

Are you fully leveraging your tax-exempt status, are you investing responsibly, is your liquidity budget appropriate and your strategy truly long term? Our Investment Guide for Endowment and Foundations covers six key insights to get you started. 

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Solutions

At Mercer, we understand the challenges that endowments and foundations face because we work with hundreds of not-for-profits and universities globally delivering sustainable growth strategies aligned to their broader mission and long-term goals. Learn more about our solutions:

 

  • Specialist support and expertise

    We help not-for-profits achieve better investment outcomes.
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  • Maximising tax exempt status

    A fund tailored fund for tax exempt investors. 
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  • Socially Responsible Australian Shares

    Specialist advice taking an ethical apprach to investment decisons.

    Learn more >

  • Socially Responsible Global Shares

    This new global fund reflects our best thinking in sustainable investing and portfolio construction.
    Learn more >

  Complete the form below to download our Investment Guide for Endowments and Foundations.
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