Not-for-profit

Prioritizing action: a crisis playbook for endowments and foundations

While every crisis is unique, the playbook for tackling them is not. This paper outlines Mercer’s ADAPT framework for endowments and foundations. This is intended to help investors set priorities during any crisis scenario, especially those driven by markets and policy issues.

Investment trends

Facing volatility: how the 'One Big Beautiful Bill' may impact Healthcare asset owners

Explore how the "One Big Beautiful Bill" could influence healthcare asset owners and shape strategic responses to upcoming policy and funding shifts.

Investments

Managing healthcare investment programs in an uncertain world

By: Meggan O’Shea, CFA, Partner, Co-Head of the Not-For-Profit Healthcare Investment Practice, Mercer

Discover essential strategies for managing healthcare portfolios amid uncertainty. Learn how to adapt and thrive in today's evolving market landscape!

NFP

Higher education: Evolving and advancing through the sector’s challenges

This series provides an analysis of the current challenges facing higher education and offers strategic guidance for addressing them.

Investment trends

Top considerations for endowments and foundations 2025

Our top investment considerations for endowments and foundations identifies four areas we think demand attention in 2025.

NFP

Optimizing operating cash: Effective liquidity management for Endowments & Foundations

Mercer advises investors should optimize allocations and that cash should meet short-term needs, not replace long-term investments, as not all cash investments are "risk-free."

NFP

The return on governance

Calculating the return on governance for endowments and foundations. Learn more.

NFP

Top investment considerations for healthcare systems in 2024

With the operating and investment landscapes continuously evolving, we have identified six key themes that we believe healthcare system allocators should focus on at the start of 2024.

NFP

Healthcare Investment Study

Our new 2022 Healthcare Investment Study report delivers investment themes across operating, pension, and insurance asset pools that treasury and investment allocators at not-for-profit healthcare systems can leverage to benchmark against other healthcare peers, providing insights for decision making.

NFP

Weathering any Storm

Developing a Spending Policy to Help Portfolios Remain Resilient

Not-for-profit

Prioritizing action: a crisis playbook for endowments and foundations

Facing volatility: how the 'One Big Beautiful Bill' may impact Healthcare asset owners

Managing healthcare investment programs in an uncertain world

Higher education: Evolving and advancing through the sector’s challenges

Top considerations for endowments and foundations 2025

Optimizing operating cash: Effective liquidity management for Endowments & Foundations

The return on governance

Top investment considerations for healthcare systems in 2024

Healthcare Investment Study

Weathering any Storm

Risk management

Secondaries

Governance and due diligence

Critical thinking℠

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Not-for-profit

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