Not-For-Profit

Not-For-Profit

Two recent acquisitions enhance and broaden our ability to serve your needs.

“Summit is a strong investment consultant in the not-for-profit space, providing notable alternatives capabilities to hospitals and foundations. Pavilion is a leading specialist in the defined contribution, endowment and foundation, healthcare and insurance sectors.” — Rich Nuzum, President, Mercer’s global Wealth business.

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.(1)

multi-user DO IT YOURSELF
TOOLS & RESEARCH
• Client situation: A $500-million foundation decided to take their investments in-house. The newly hired CIO hired new staff and approached Mercer to see ways Mercer could supplement its due diligence efforts.

• Mercer solution: By leveraging MercerInsight®, the client assesses the same research Mercer uses on a daily basis.

• Results: This foundation is able to access Mercer’s entire investment and operational due diligence library plus measure performance information on thousands of strategies.

ADVICE
• Client situation: We needed to transform a healthcare governmental entity to a not-for-profit with a limited investment portfolio.

• Mercer solution: We analyzed the risk to key financial metrics and quantified the new risk tolerance — helped to establish risk levels, asset allocation and desired asset classes and performed manager searches, fee negotiations, and transitions.

• Results:  Guided the client on new risk and hedging levels, drafted new combined investment policy statements, and more  — portfolio benefits from structuring of streamlined but custom solution.

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: A $500-million foundation decided to take their investments in-house. The newly hired CIO hired new staff and approached Mercer to see ways Mercer could supplement its due diligence efforts.

• Mercer solution: By leveraging MercerInsight®, the client assesses the same research Mercer uses on a daily basis.

• Results: This foundation is able to access Mercer’s entire investment and operational due diligence library plus measure performance information on thousands of strategies.

ADVICE
ADVICE
• Client situation: We needed to transform a healthcare governmental entity to a not-for-profit with a limited investment portfolio.

• Mercer solution: We analyzed the risk to key financial metrics and quantified the new risk tolerance — helped to establish risk levels, asset allocation and desired asset classes and performed manager searches, fee negotiations, and transitions.

• Results:  Guided the client on new risk and hedging levels, drafted new combined investment policy statements, and more  — portfolio benefits from structuring of streamlined but custom solution.

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.

200+

Number of not-for-profits clients.2

100+

Not-for-profit “dedicated” consultants — low client to consultant ratio.2

135+

Dedicated researchers worldwide.3

70+

Dedicated alternatives team.3

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.
  • Extensive 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.

   Please See Important Notices For Further Information.

     1  These case studies are illustrations of Mercer's capabilities provided to certain clients.  Client results will vary and there can be no guarantee of similar results.

     2 Information above is as of December 31, 2017.

     3  Information above is as of December 31, 2017.

We’re Here to Help
We’d be happy to set up a free consultation or send you more information to get you started.
Connect with us
Connect with us