Investing in Perpetuity


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


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

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.


Minimizing risks and costs

We help organizations strike the right balance between risk and potential returns, with an unflinching eye for providing the best-fit solutions.


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.

We’re here to help

If you would like to request specific reports, please complete the form below and provide any additional information as required.