The investment landscape for endowments, foundations and charitable organisations

  • RECORDED: 05 February 2019

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  • 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


Webcast details
  • Title: The investment landscape for endowments, foundations and charitable

  • Language: English

Webcast contact
  • For further information regarding this webcast please contact:
  • Mercer webcast team
  • @Mercer webcast team