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P2_Mercer_NFP_Page1

What are the top 5 governance issues facing not-for-profits today?

Want to plot a course toward long-term success? Learn about governance and investor-specific issues.

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.

Not-for-Profit Spectrum of Services

Click on boxes below to read three different scenarios of how we can work with you.

multi-user DO IT YOURSELF
TOOLS & RESEARCH
• Client situation: Large private US bank wanted to expand its research library to better service clients and financial advisors and stay ahead of the complex investment environment.
• Mercer solution: We provided access to Mercer’s Global Investment Manager Database (GIMD) containing all of Mercer’s manager research – investment and operational, and ability to access ESG and asset allocation expertise.
ADVICE
• Client situation: An RIA needed help developing goals-based portfolios that reflected its unique client base.
• Mercer solution: Our consulting team worked with the RIA to develop customized model portfolios that incorporated Mercer’s best thinking with its own client’s needs across a range of goals, risk tolerances, and tax-status.
DELEGATED SOLUTIONS
• Client situation: A $100M college endowment had large allocation bets but limited staff and volunteer committee. Also had immediate-term liquidity management needs and wanted an outsourced partnership with efficient implementation and flexible multi-asset class framework.
• Mercer solution: By leveraging Mercer investment structure, investment manager, and all operational management — even audit support— client now has a flexible, scalable solution and is comfortable re-committing to private investments. Results? Costs reduced by 15%.
TOOLS & RESEARCH
TOOLS & RESEARCH
• Client situation: Large private US bank wanted to expand its research library to better service clients and financial advisors and stay ahead of the complex investment environment.
• Mercer solution: We provided access to Mercer’s Global Investment Manager Database (GIMD) containing all of Mercer’s manager research – investment and operational, and ability to access ESG and asset allocation expertise.
ADVICE
ADVICE
• Client situation: An RIA needed help developing goals-based portfolios that reflected its unique client base.
• Mercer solution: Our consulting team worked with the RIA to develop customized model portfolios that incorporated Mercer’s best thinking with its own client’s needs across a range of goals, risk tolerances, and tax-status.
DELEGATED SOLUTIONS
DELEGATED SOLUTIONS
• Client situation: A $100M college endowment had large allocation bets but limited staff and volunteer committee. Also had immediate-term liquidity management needs and wanted an outsourced partnership with efficient implementation and flexible multi-asset class framework.
• Mercer solution: By leveraging Mercer investment structure, investment manager, and all operational management — even audit support— client now has a flexible, scalable solution and is comfortable re-committing to private investments. Results? Costs reduced by 15%.
multi-user DO IT FOR ME

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.

300+

Number of not-for-profits clients1

100+

Not-for-profit “dedicated” consultants — low client to consultant ratio2

135+

Dedicated researchers worldwide 3

70+

Dedicated alternatives team4

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.
We’re Here to Help
Learn more about how Mercer can develop defined contribution and financial wellness strategies that enhance your financial security for life.
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