Investing in Perpetuity
The question for endowments and foundations is how to develop a portfolio that will not only withstand the “crisis du jour” or the “bull market of the moment” but also features an investment strategy that will endure. As one of the world’s longest-serving fiduciaries between institutional investors and asset managers, Mercer understands the importance of investing for the long term.
Our Experience With Not-for-Profit Organizations
At Mercer, we know the challenges that endowments and foundations face. We work with more than 250 not-for-profit clients and have helped build their portfolios and spending policies and have guided their committees through some of the most challenging times. There are few situations related to nonprofits that we haven’t faced.
Helping Fulfill Big Goals
Mercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission. Mercer’s size and scale provide our clients with a real advantage. We have resources in 35 financial centers, enabling us to identify emerging managers as well as maintain ongoing relationships with current managers.
A High-Touch Experience
Unlike smaller organizations, Mercer has the resources to provide our clients personalized service. For instance, we have a low client-to-consultant ratio, and our consultants are supported by a full staff of analysts, researchers, and operations staff. This allows us to bring to bear a higher level of expertise and service for our clients.
Minimizing Risks and Costs
We help organizations strike the right balance between risk and potential returns, with an unflinching eye for reducing costs. There are no hidden charges; we do what we do for a simple, straightforward fee.
Build a Long-term Relationship
At Mercer, we are geared for the long term. Established in 1945, we’ve faithfully served clients for more than 70 years.
Mercer Investments consultants will take the time to learn the unique circumstances of your endowment or foundation and to understand your investment committee’s philosophy and objectives.
Mercer’s delegated solution combines a wide range of multi-manager funds with the insights and ideas drawn from our proprietary tools, research and advice to help you achieve the investment return outcome you're targeting within the risk tolerance established by your investment committee.
This is an important touchpoint within Mercer’s investment beliefs. It ensures the viability and sustainability of value, not just over the next five or ten years, but over the next 20, 30 or 50. Taking a long-term view is never easy, especially when short-term demands require so much consideration and compete for the attention of already stretched resources. It involves challenging the status quo, questioning how capital could be better allocated and utilised, and considering what risks might emerge in the future.
Wealth and Investments
Mercer helps super funds improve member outcomes, helping their members achieve their financial goals and ultimately create incomes for life.
Retirement Plan Administration
Mercer retirement investment advisors provide trusted solutions in defined contribution and defined benefit retirement plan administration.
Defined Benefit Pension Plans
Mercer can help Defined Benefit plans manage persistent risks like: market volatility, uncertain liabilities, and pressure to reduce expense and contributions.
Pension Risk Management
Mercer provides clients with a holistic approach to Pension Risk Management. One that aligns strategy with the plan’s overall funding status.
Defined Contribution Plans
Mercer can help design, plan, optimize and manage customized Defined Contribution programs globally and locally.
Employee Financial Wellness
Mercer Financial Wellness programs help employees reduce financial worries while employers increase workforce engagement and productivity.
Mercer Alternative Investments provide a solid means to guard against the volatility of equities, hedge against inflation, and achieve better returns.
Financial Intermediary Partnerships
Mercer can help financial intermediaries bolster resources, generate investment ideas, perform due diligence, and assess operational and fiduciary risks.