Embracing disruption

The unpredictable conditions of 2020 exposed vulnerabilities in almost all sectors across the globe. Particularly for not-for-profits, increasing funding and market pressures meant investors needed to quickly pivot their investment objectives and implement downside risk strategies.

 

Despite challenging environments, the question for not-for-profits is how to develop a portfolio that will not only withstand instability, but also incorporate investment strategies that will endure. When it comes to the workforce, it’s about taking a meaningful approach to the future of work and employee engagement.

 

In a COVID-normal world, now’s the time to take advantage of a brighter future – one that embraces disruption with open arms. Read our full report to see how not-for-profit investors are making their investments and workforces fit for purpose. 

About the survey

Gaining insights from 19 investors with total assets of AU $8 billion in the not-for-profit sector, this is a special edition survey for 2020/21. The results of this survey intends to provide valuable insights and uncover key trends influencing the sector - both investments and the workforce – in a post-pandemic world.

 

 

The key findings
 

56%

have heightened attention on ESG considerations in "COVID-normal" environment.

79%

of respondents expect no change in spending levels in 2021 and beyond, though 56% expect it to be more difficult to obtain new funding and donations.

65%

of E&F investors don’t expect to revise their investment objective in the next 12 months.

83%

of E&Fs saw considerable or significant change in their ways of working as a result of COVID.

What should not-for-profit investors consider in a post-pandemic world? 

 


Contact us to find out how Mercer can help you build brighter futures for your members.

 

Elizabeth Paine
Senior Investment Consultant 

Craig Hughes 
Endowments and Foundations Leader 

Daniel Czaczun 
Institutional Wealth Analyst 


Download the full report

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