We help not-for-profits balance effective governance and stewardship of your investment portfolios while letting you focus on fulfilling your mission.
Our specialist Foundations and Charities team creates custom solutions for not-for-profit organisations, from smaller charities to large foundations. We’re focused on providing innovative investment solutions and helping protect reputations so charities can get on with changing the world for the better.
We can provide you with advice to help build a sustainable investment strategy and help you align your responsible investment strategies to your mission and beliefs. We can provide interactive modelling and research tools to help you make more informed decisions. And we can even manage some or all of your investments on your behalf.
We have more than 40 years of experience advising and managing investments for foundations, charities and endowments. We combine pre-eminent 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’re here to help. Complete the “Connect with us” form today and we will be in touch with you to discuss your unique investment needs.
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 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, and Mercer is also a signatory to the UK Stewardship Code. Today, we have one of the largest RI teams of any investment consulting firm globally.
Read more about our responsible investment approach.
We’d be happy to set up a free consultation or send you more information to get you started. Simply fill out the form below and we will be in touch. If you are an existing Mercer plan member and have a question about your pension or shares, please contact the JustAsk team via this link.