Top Ideas for Endowment and Foundation Investment Committees | Mercer

Endowments and Foundations

Top Ideas for Endowment and Foundation Investment Committees in 2017

In past years, endowment and foundation (E&F) portfolios benefited from strong equity markets, and philanthropic giving more than fully recovered from the fall experienced during the financial crisis in 2008–2009. Signs that the global economy is starting to reflate and a changing political landscape will likely lead to higher volatility, and as such, committees will revisit their investment and risk management strategies and shift further into alternative sources of alpha.


Discuss home country bias vs. global diversification
 


Assess hedge funds


Focus on benchmarking
 


Evaluate liquidity requirements and the trade-off in reducing liquidity
 


Consider private debt assets
 


Embrace truly active strategies to enhance returns
 


Analyze whether ESG investing can improve both returns and responsible investment objectives
 


Evaluate the endowment model
 


Review the role and importance of gifts to an endowment over the long term

Create a plan now to position your portfolio for political and monetary policy changes.

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