Are you looking for customized, flexible, and scalable solutions? Do you require insights from global research and resources within your grasp? Do you need help strategically aligning your mission with your investment portfolio? Mercer can help. Our only mission is to support yours. We have a deep understanding of the not-for-profit sector and the personal touch that you require. We have 40+ years of experience working with not-for-profits.
Amplifying Your Impact
Not-for-profits and endowments face unique investment challenges. Your organization exists to support your mission and will, in most cases, exist in perpetuity so planning over a long-time horizon is critical. You also face increasing competition for funds, and an evolving and complex regulatory environment. You have to manage portfolio risks while still growing assets. Does your not-for-profit have the best asset allocation in your investment portfolio, and appropriate risk management strategies? Are you keeping costs in check?
At Mercer, we understand all of these issues, and can provide customized, not-for-profit solutions that always put risk management at the center of everything we do for you. Driven by your organization’s goals, we can offer a wide spectrum of investment capabilities that can be tailored to your needs.
Why Choose Mercer for Your Not-for-Profit Organizations?
- Customized, flexible, scalable solutions: From tools and research to advice and full delegation, we offer solutions that can be scaled depending on your needs. Our low client-to-consultant ratio allows us to customize solutions— we don’t have a one-size-fits all approach.
- Unmatched global research and resources in your grasp: We have the resources, scale, and access of a large global firm (1,200 investment professionals worldwide) with local presence in 48 offices.
- Strategic alignment of your mission and investment portfolio: We have the expertise and leadership you require. We are one of the world’s longest-serving fiduciaries between institutional investors and asset managers and understand the importance of investing for the long-term.