Mercer

Mercer - charity investment specialists

Mercer has over 40 years’ experience of delivering investment outcomes for charities, endowments and foundations globally. A dedicated team of charity investment specialists ensures Mercer fully understand the requirements and specialism required for this market.

Mercer’s focus is on providing advice, investment solutions and portfolio implementation that deliver on objectives such as strong performance, capital preservation, income generation, cost management, responsible investment policy alignment and best practice governance structures. Mercer is uniquely placed to help meet these goals, integrating their heritage in advisory services, investment management and market leading ESG research. Mercer’s portfolio solutions use highly rated managers across asset classes to help clients meet their investment objectives and allow foundations to focus on the impact of their philanthropic mission.

 

 

Mercer resources

Mercer share their insights and research through webinars, videos, and reports, with a focus on climate change, ESG integration, the impact of Covid-19, and getting your governance right. Full insights are available from their website.


NEW: 
2022 Global Not-for-Profit Investment Survey 
Investment decision-makers around the world know there is no right or easy answer to issues such as asset allocation, environment and climate risk management, societal and demographic change and governance structures.

By sharing how your organisation is preparing to face these complex challenges and opportunities we hope to provide a comprehensive analysis into the evolving attitudes, megatrends and obstacles facing not for profit organisations. This in turn will allow you to benchmark your organisation with your local and global peers.

Take the survey now

In return for your participation, for each completed survey Mercer will make a $10 donation per organisation to your choice of one the following charities:
The World Food Programme
World Wildlife Fund
Girls Who Invest

 

Top considerations for endowments and foundations in 2022

 

From acronym to action

 

Staying on course - Positioning your portfolio post covid

 

 

 

 

Investment Podcast Series - critical thinking, critical issues.

 

 

Yield point investment blog

Top considerations for endowments and foundations in 2022
A number of economic and market issues pose serious questions for investors about where to find long-term opportunities. We uncover what we believe should be top-of-mind for endowments and foundations in 2022. Read it now.

 

 

From acronym to action: What ESG means for you
We look at each of the components, E, S and G, how these can be and have been addressed in clients’ portfolios, common questions, along with some top tips for how best to start the discussions around your collective tables. Read it now.

 

 

Staying on course
Positioning your portfolio post covid

The future is never certain even without the complication of the aftershocks of a pandemic, so it is vital for NFPs to assess their current asset allocation and positions. Find out the 5 key challenges and how to address them. Read it now.

 

Investment Podcast Series
critical thinking, critical issuesSM

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. Listen to the podcasts. Listen to the podcast.

  
Investment blog
Yield pointSM
Our specialists provide their point of view on the latest investor themes and market movements in our investor blog series. Read the latest blogs

 

 

 

Contact Mercer

Paul Fleming, head of investment solutions

 

 

 

Tom Noall, investment consultant

Paul Fleming, head of Investment Solutions
Paul is Head of Investment Solutions for UK Endowments and Foundations and joined Mercer in 2018. Based in London, Paul works closely with Endowment & Foundation clients with various governance requirements to support efficient implementation of Mercer’s strategic advice. Email Paul.

 

 

 

Tom Noall, investment consultant
Tom is a Consultant within Mercer’s investment business. He is responsible for advising clients on a wide range of investment issues and is a specialist within the Endowment & Foundations sector. Email Tom.

 

 

Disclaimer: the information and opinions contained in these resources do not constitute investment advice and should not be used as the basis of any investment decision. These resources are not intended to provide, and should not be relied on, for tax, investment, financial or legal advice and individuals or institutions are strongly urged to consult with relevant advisers regarding any potential decision regarding their investments or philanthropy. The material in these resources is for information purposes only.