Foundations, Charities and Education Establishments

Our specialist team creates custom solutions for not-for-profit organisations. We’re focused on’ better investment outcomes and helping protect reputations.

  • 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.

Investment services for Foundations, Charities and Education Establishments

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

The Foundations, Charities and Education Establishments

Mercer has over 40 years’ experience advising and managing investments for foundations, charities and education establishments. 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, Charities and Education Establishments specialists can help.

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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