institutional investors

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

Our experience with not-for-profit organizations

At Mercer, we know the challenges that endowments and foundations face. We work with more than 250 not-for-profit clients and have helped build their portfolios and spending policies and have guided their committees through some of the most challenging times. There are few situations related to nonprofits that we haven’t faced.

Helping fulfill big goals

  • 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

A high-touch experience

Unlike smaller organizations, Mercer has the resources to provide our clients personalized service. For instance, we have a low client-to-consultant ratio, and our consultants are supported by a full staff of analysts, researchers, and operations staff. This allows us to bring to bear a higher level of expertise and service for our clients.

Minimizing risks and costs

We help organizations strike the right balance between risk and potential returns, with an unflinching eye for reducing costs. There are no hidden charges; we do what we do for a simple, straightforward fee.

Build a long-term relationship

At Mercer, we are geared for the long term. Established in 1937, we’ve faithfully served clients for more than 80 years.

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