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Specialist support and expertise
We help not-for-profits achieve better investment outcomes.
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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.
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:
Maximising tax exempt status
A fund tailored fund for tax exempt investors.
Learn more >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.
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