Endowment and Foundation Investment Survey 2023

30 Nov 2023
Endowment and foundation investors share how they are assessing risk, allocating portfolios and building resilience within their portfolios for the long term.
Mercer’s 2023 Endowment & Foundation Survey seeks to advance discussion and collaboration around organizations’ key concerns, recent investment decisions and plans for the future.
This study convenes the views of over 115 Endowment and Foundation (E&F) investors from 24 countries across 7 regions, to share important insights and key learnings from across this very diverse universe of organizations. With heightened concerns around inflation, recessionary fears, and evolving geopolitical risks front of mind for investors - we outline four core areas of focus for E&F investors and key findings from the survey.
Four themes for endowment and foundation investors
E&F investors are increasing allocations into infrastructure, providing opportunities for inflation protection alongside long-term returns. We explore why size should not be the determining factor in allocating to private markets and examine the experience of investors with existing private markets programs.”
US Not-for-Profit Investments Leader
Endowment & Foundation Investment Survey 2023
More than 115 Endowment and Foundation (E&F) investors worldwide share important insights and key learnings from across this very diverse universe of organizations.
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