The investment landscape for endowments, foundations and charitable

The investment landscape for endowments, foundations and charitable

The investment landscape for endowments, foundations and charitable organisations

Recorded: 05 February 2019

  • Overview
    • The investment landscape for Endowments, Foundations and charitable organisations is becoming increasingly complex. As capital markets remain challenging, delivering our clients’ financial objectives of, for example; strong risk-adjusted returns, capital preservation or income generation, requires ever more innovative and tailored solutions.

  • Why attend
    • Mercer’s Global Investment Experts and members of our Specialist Endowments and Foundations team will discuss:

      • Current market conditions, outlook for 2019 and how not for profits should be thinking about positioning their portfolio and asset allocation decisions
      • Mercer’s approach to RI and the outcome for our Not-for-Profit clients
      • The reality and implementation of a responsible policy in action

  • Who should attend
    • Trustees, FDs, CFO, Investment managers and Endowments, Foundations and charitable organisation professionals involved with investments.

  • Speakers
    • Rupert Watson - Head of Asset Allocation
      Jan-Hein van den Akker - Head of Equities
      Paul Fleming - Head of Investment Solutions, UK Charities, Endowments and Foundations
      Hill Gaston - Responsible Investment Consultant