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.
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.
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.
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.
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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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.
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.
Complete the enquiry form below, and one of our specialists will be in touch to discuss your specific questions and needs.