Thank you for attending the 2021 Not-For-Profit Exchange conference on the 21 January.
Please find below a library of all presentations and recordings from the event for you to refer back too.
Disclaimer
This site and the materials made available on it are intended for general information only. They do not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
Some materials are related to third party presentations and do not necessarily reflect the views of Mercer.
2021 Outlook Papers
Themes & Opportunities 2021 - "The great acceleration"
Discover “the great acceleration” paper to take a deep dive into these themes and discover the action steps investors should be taking to mitigate risk and set themselves up for success in the next year and beyond
Economic Outlook 2021 - "The road to recovery"
Our new paper “ the road to recovery”, explores how the events of 2020 are shaping 2021. We provide an overview of the global economy, with a deep analysis into each region, as well as a monetary policy and market outlook
NFP Outlook 2021 - "Navigating investments in a new world"
As 2020 draws to a close, Not-For-Profit (“NFP”) asset owners and investors will be looking to the new year for both return opportunities and, of course, those illusive income producing investments to bolster spending plans and implement post COVID investment strategy
The Income Challenge
We investigate how to alleviate the pressure on existing strategies and find new ways produce the yield charitable investors need.
Your blueprint for resilience - helping clients stay focused on their objectives
Provides insights on how to reshape your portfolio, with 12 key steps you can take now to strengthen your own framework in line with your strategic vision
Investing Sustainably
Doing good or doing well? Don’t choose, do both
The evolution of sustainable investing has opened the door to allow you to invest your capital in a way that aligns with your values while not compromising on performance
Investing in a time of transition: net-zero target
Climate change is driving the need to transition to a zero-emission economy, and awareness is increasing rapidly. Investors want to understand the risks they face as a result of the transition and opportunities they have to allocate to companies generating sustainable revenues.
Private Markets
Private market opportunities in 2021
Our views, themes and potential opportunities that will shape private markets in 2021 across the US, Europe and Asia. Read our deep dive into private equity, private debt, infrastructure and real estate.
Why consider private market invesvestments
Private markets can be beneficial for diversification, cash-flow management and enhanced yield, and more
Building a private market investment portfolio
Key points to consider when implementing your private markets portfolio
Private Debt in the spotlight - opportunity knocks - opening the door to private crdit
We examine potential opportunities that span different timescales and challenges, and that are linked with distinct recovery phases when securities across credit markets can be mispriced
Private Infrastructure - Navigating a path towards long-term opportunities
Discover how our research and implementation processes can help you feel confident in accessing infrastructure for the first time, or in a way that may complement your existing portfolio to help you reach your objectives
Public and private markets in transformation
The landscape for public and private markets has changed significantly over the past decade, with a marked shift in capital allocation to the private arena.
The flattening of the private equity J-curve
The so-called “J-Curve” a fundamental aspect of private equity, is flattening due to numerous factors. Learn what it is and why this is happening.
Co-investments a primer
For many institutions active in private markets, investing in co investments has become a critical piece of developing a balanced private markets program.
Capital Calls – call me maybe
In this paper we present analysis to explore some of the qualitative concepts discussed on our paper the flattening of the J curve as well as document changes in capital calls over the past decade
Deb Clarke
Global Head of Investment Research, Mercer
Jillian Reid
Senior Responsible Investment Specialist, Mercer
Rehka Owen
Alternatives Investment Specialist, Mercer
Amarik Ubhi
Head of Infrastructure, Mercer
Paul Fleming, Head of UK Endowments and Foundations, Mercer
Gail Cunningham, Association of Charitable Foundations, ACF
1. Dr. Jim Roth, University of Edinburgh
2. Dinesh Visavadia, Independent advisor/trustee
3. Paul Blyth, Friends Provident Foundation, Investment Committee
Ashley Knight, Fellow, World Economic Forum
Katerina Labrousse, World Economic Forum
Steven Sowden, Investment Consultant, Mercer
Dr. Jim Roth, University of Edinburgh
Dinesh Visavadia, Independent advisor/trustee
Paul Blyth, Friends Provident Foundation, Investment Committee
Sarika Goel, Responsible Investment Consultant, Mercer
Ashley Knight, Fellow, World Economic Forum
Katerina Labrousse, World Economic Forum
Africa