ENDOWMENTS AND FOUNDATIONSMercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission. Find out more
Every not-for-profit has a unique mission. To help them achieve that mission, they have investment objectives that are just as unique. At Mercer’s specialty Not-For-Profit Investment practice, we work with not-for-profit organizations across health care, education, religious institutions, endowments and foundations, and more to help them reach their greater good. Our thought leadership, market research and experience-informed perspectives can help.
The primary objective for any perpetual not-for-profit portfolio is to provide a consistent and growing stream of available cash to support the mission of the organization, both now and into the future.
Our research is designed to be forward-looking and provide insights on market developments, industry issues and investment innovations, with a specialty practice specifically for not-for-profit organizations.
We pride ourselves on helping our clients constantly innovate and adapt to the ever-changing environment around them. We believe that asset allocation is the key to producing sustainable long-term results and we employ a valuation-based methodology to exploit medium-term market inefficiencies and improve risk-return trade-offs.
We also focus on identifying both proven and new managers as well as emerging trends. We offer extensive research and thought leadership on a range of issues targeted to your needs, with a boutique focus that gives you access to specialist expertise. We take our research a step further by offering in-depth due diligence for clients desiring an additional perspective on manager back office operations.
Our research is accessible online and through in-person events, including an industry-leading conference open only to not-for-profit industry professionals.
Mercer's Market Environment Report provides a detailed review of the capital market environment during the fourth quarter of 2015 and trends on the value of a wide range of assets.
Industry-Leading Insights and Solutions
Mercer's white paper trilogy explores the concept of risk by focusing on the qualitative aspects of the way endowment and foundation committees run their risk management programs. Read More
Explores the spending rules commonly used to govern annual distributions from educational and community foundation endowments. Download Now
At Mercer, we believe governance is an inter-related system of policy and implementation. Download Now
This paper provides a brief overview of defined contribution (DC) plan considerations facing health care organizations that engage in M&A activity. Find Out More
Travis Pruit is the US Business Leader, Not-for-Profit Outsourced CIO at Mercer. With over 20 years investment experience, Travis has written and spoken on the importance of the intersection of risk and expectations into successful portfolio design and benchmarking, including Mercer’s Trilogy on Risk (2014).
Christopher Kohler is a Director of Client Consulting and Senior Investment Consultant with 10+ years of investment experience at Mercer. Chris often speaks at conferences and is frequently quoted in the press and recently co-authored a research paper (2015) on benchmarking titled “How Do Investment Committees for Endowments and Foundations Define Success”.
Jessica Portis is a Partner and the National Non-Profit Client Segment Leader. With 15+ years industry experience, Jess is responsible for the delivery of investment services for the non-profit client base throughout the US. Jess is a Board member for both the Hawthorn Leadership School for Girls and the Visiting Nurses Association of St. Louis.