Non-profit Investment Practice: Who we help

Our primary mission is to support yours. We have a deep understanding of the non-profit sector and the personal touch that you desire.

A well-managed investment portfolio should support your mission for years to come. However, the reliance on this pool of capital can make your institution vulnerable to adverse events. Mercer can help.

By working closely with your organization, we can help you gain a strategic perspective on governance processes and implementation considerations - ensuring the checks and balances necessary to support successful investment execution.

Rising costs. Evolving technology. Changing tax laws. Budget constraints. As a non-profit healthcare organization, you face many complex challenges, which can make it difficult to fulfill your mission. However, delivering care to the people who need it most is of the utmost importance, and we are committed to helping you succeed.

We believe the current healthcare environment demands a dynamic investing approach. That’s why we work closely with you to create sound investment strategies aimed at helping you meet your operational and asset goals, ensure adequate liquidity, integrate assets and liabilities, manage your capital fundraising proceeds, and attain sustainable growth.

With more than two decades of experience serving faith-based institutions, we are equipped to advise you on strategies uniquely tailored for endowments and foundations, as well as defined benefit and defined contribution plans. From risk monitoring to operational support, and investment advisory to fully delegated solutions, we can help you meet your investment objectives across all of your portfolios.

Church pension plans are unique and should reflect a custom strategy that not only reflects the risk the pension plan poses to the organization and its associated entities but also to the security of the participants’ benefits.

Non-profit insights

Access whitepapers, survey results, webinar replays and upcoming non-profit events.
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