Foundations and Charities | Mercer

Foundations and Charities


Foundations and Charities

The complete investment service for foundations, charities and education establishments

Our specialist Foundations and Charities team creates custom solutions for not-for-profit organisations, from smaller charities to large foundations. We’re focused on better investment outcomes and helping protect reputations so charities can get on with changing the world for the better.

  • Sustainable investment strategy advice
  • Investment management on behalf of the charity
  • Responsible investment strategies aligned to mission and beliefs
  • Interactive modelling and research tools

The foundations and charities experts

Mercer has over 40 years’ experience advising and managing investments for foundations, charities and endowments. We combine preeminent responsible investment, a heritage in advisory services and bespoke investment solutions to deliver a complete service for not-for-profit clients. Whether the objective is protecting and growing capital assets, implementing effective governance, aligning investments to your mission or reducing costs, the Mercer Foundations and Charities specialists can help.

  • Over 40 years’ experience advising and managing investments for foundations and charities
  • 165 + higher education, endowment, foundation and charity clients globally
  • One of the largest manager research teams with 154 people globally
  • $227BN global assets under delegated management

Investment services for foundations and charities

Tools and research
  • Global manager database
  • Performance analytics
  • Investment research
  • Capital market research
  • Operational due diligence
  • Fee benchmarking
  • Investment strategy
  • Asset allocation
  • Portfolio construction
  • Manager selection
  • Responsible investment
  • Transitions, custody, FX
  • Multi asset solutions
  • Sustainable investment funds
  • Strategy implementation
  • Alternatives
  • Operational execution
  • Bespoke implementation

Sustainable and responsible investments

We believe that a sustainable investment approach is more likely to create and preserve long-term investment capital. Through Mercer’s Responsible Investment (RI) team we integrate environmental, social and corporate governance (ESG) risks and opportunities into the investment process. We help create alignment with social beliefs, mitigate risk, demonstrate active ownership, and construct investment portfolios targeting long-term returns and sustainable growth.

In 2006 Mercer drafted and was a founding signatory of the United Nations Principles for Responsible Investing (PRI) and is also a signatory to the UK Stewardship Code. Today Mercer has one of the largest responsible investment teams of any investment consulting firm globally.

Read more about Mercer’s Responsible Investment approach

Illustrative Portfolio - Responsible CPI + 4%

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