Investment Guide for Endowment Funds l Universities-Mercer Australia

Universities

Build your university’s endowment fund with specialist support

As unique investors, universities need a specialised long term solution that maximises revenue when and where it’s needed most – to fund essentials from research, grants and scholarships, to awards, teaching and learning initiatives – as well as safeguard against industry challenges.

Set your investment agenda

Mercer’s Investment Guide for Endowment Funds offers essential insights from industry thought-leaders for endowment investing, socially responsible investing and guidance on where to start.

 

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Endowment fund solutions

As endowment fund specialists and global leaders in socially responsible investing, Mercer’s tailored solutions are helping to secure the financial future for some of Australia’s leading universities.

  • Specialist support and expertise

    Discover how Mercer helps Australian universities be a step ahead.
    Learn more >

  • Maximising tax exempt status

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

    Invest responsibly through Mercer Socially Responsible Australian Shares.
    Learn more >

  • Socially Responsible Global Shares

    This new fund reflects Mercer's best ideas in sustainable investing and portfolio construction.
    Learn more >


Words from our clients

  • “We needed a partner with proven expertise constructing diversified endowment fund portfolios designed to optimise investment returns, while aligning our core beliefs and those of our key stakeholders. We chose Mercer.”

    Paul Dunn,
    Chief Financial Officer
    University of Newcastle

  • “James Cook University is committed to ensuring actions today do not limit the options of future generations, so it’s incredibly important for us to invest our funds in a sustainable way too.”

    Tricia Brand,
    Deputy Vice-Chancellor, Division of Services & Resources
    James Cook University


World-leading investment consultants

Our global insights, expertise and unmatched scale empowers our clients to make the right decisions today, to secure a better tomorrow. Watch the video to discover how we deliver a different kind of perspective for a better investment outcome. 

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  Download Mercer’s Investment Guide for Endowment Funds

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