Mercer serves more than 250 not-for-profit organizations, ranging in asset size from $2 million to nearly $2 billion
What We Do
Mercer serves more than 250 not-for-profit organizations, ranging in asset size from $2 million to nearly $2 billion. This broad base allows us to sharpen our expertise every day. From alternative investment strategy and governance structures to gifts and investment earnings models, we distill insights that we continually share with our clients.
Not-for-profits occupy a special investment niche. Gathering only once a quarter means that board members have to contend with unfamiliar rhythms. Still, they want their investments of time and money to bring the greatest possible returns. We understand these dynamics — and we tailor our service to make them work.
How We Make a Difference
We have been honing our skills in providing personalized investment services to endowments and foundations for two decades. In turn, the resources and immediacy of our global network give clients access to a world of connections and alternative investment expertise in areas from hedging and private equity to socially responsible investing and real estate. You receive every one of our services with the utmost personal attention.
Given the need to balance goals and set investment objectives, it is essential that everyone firmly grasps priorities and the thinking behind them. Most not-for-profit board members work outside finance, though, and may not have the savvy to speak “Wall Street Journal” language. We help ensure that everyone — from educator to magnate — understands how the board has addressed its goals each step of the way.
Mercer Understands Needs Of Not-For-Profits
Not-for-proft organzations around the world are providing financial and emotional support to people around the world at a time when governments have had to reduce social support in order to stem their debt flows and stabilize their economies.
Fund raising has become challenging and is inconsistent year on year, but is even more critical to those in need. Mercer understands these types of organizations need guidance and support when growing these funds and ensuring a steady return.
Specialists dedicated to endowments, foundations, not-for-profit healthcare, and private wealth clients, and have an in-depth understanding of the issues facing our clients in each area, meet the team in St Louis, who for 20 years have provided advice to organizations.
As major global investment markets come off a strong 2013, Mercer has a new Mercer/Journal article, Global Investment Opportunity And The Return To Normalty, that provides an overview of what's ahead.
Mercer Hammond offers a broad spectrum of services including investment policy creation and documentation, economic and strategic outlooks, asset allocation review, manager due diligence and performance reporting.
Mercer Hammond 2014 Non-Profit and Private Wealth Client Conference
We are pleased to share with you some of the highlights from our 2014 event. And stay tuned for details on our 2015 Investment Summit, September 16th – 18th at the Chase Park Plaza, St. Louis, Missouri.