The question for endowments and foundations is how to create a formal structure around investments and to build an investment strategy that will endure. As one of the world’s longest-serving fiduciaries between institutional investors and asset managers, Mercer understands the importance of investing for the long term.
We understand the Indian context well and work closely with leading educational organizations as Investment Advisers to their funds. The services are not limited to investment advice alone, but also include other fund specific areas aimed at reducing investment risk, funding risk and other governance related issues, which differentiates us from other players in the market.
We can help educational organizations, religious organizations and other endowments & not-for-profit organizations in the below areas:
Defining investment process-flow
Investment advise & Investment reporting
Defining roles & responsibilities of the Investment Sub-committee
Training and board/committee education
Investment policy review & development
Actuarial Valuation for retirement funds (PF/Gratuity/Pension)
Investment operations consulting
Fund manager evaluation & selection
Designing governance framework for investments
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.
Mercer is dedicated to helping endowments and foundations - our size and scale provide our clients with a real advantage. We have resources in 35 financial centers across the world, enabling us to identify emerging managers as well as maintain ongoing relationships with current managers.
We help organizations strike the right balance between risk and potential returns, with an unflinching eye for providing the best-fit solutions.
At Mercer, we are geared for the long term. Established in 1937, we’ve faithfully served clients for more than 80 years.
If you would like to request specific reports, please complete the form below and provide any additional information as required.