Nonprofits: Prioritizing action in market crisis 


A framework for endowments and foundations

Every market crisis is unique, and fiduciaries overseeing endowment and foundation portfolios should always question the appropriate response. Particular circumstances of each organization and the way capital markets decline differ from crisis to crisis. The specific tools available to address those stresses also vary as markets evolve.

This paper describes a general framework for addressing the priorities for action in any market crisis, with a particular focus on the circumstances around the Covid 19 calamity.

The framework is comprised of four steps:

  1. Assess the organization’s liquidity needs
  2. Establish or raise liquidity reserves
  3. Understand the portfolio
  4. Consider opportunities

Please see Important notices for further information.

Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).


Prioritizing action un a market crisis:a framework for endowments & foundations
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