Not-For-Profit European Industry Trends Survey

 

We’re launching our first Not-for-profit (“NFP”) European Investment Trends Survey. The survey will run on an annual basis and aim to provide valuable insights to the sector on what their peers are doing across areas such as investments, responsible investing and governance. The results of this report will support our NFP virtual exchange in January 2021. 

 

Please submit your responses no later than 17:00 GMT 26 November 2020. We recognize that participation in this survey requires a special effort on the part of your organization. In return for your contribution, you will receive a complimentary copy of survey results. All results will be aggregated and individual responses will be kept strictly confidential. 

Not for-profit exchange

Thursday 21 January 

10.00 am - 12.50 pm GMT

 

We will be hosting our first not-for-profit exchange on 12 January 2021. During this live virtual conference, we will unveil the results of the survey, and exchange on how you can adapt and prepare for the challenges and opportunities ahead. In addition, you'll hear from a range of Mercer and external industry speakers across a number of bespoke investment themes tailored around the needs and challenges of not-for-profit organisations like yours.

How we work with not-for-profit organisations

 

From large, global foundations to small, family-run endowments, we help not-for-profit organisations design portfolios suitable to their needs and that help them in their search of better investment outcomes, while keeping them in control and their costs down.

 

Our investment solutions governance framework gives our not-for-profit and charities clients access to as much of our institutional investment capability as they need to help meet their objectives. These clients work with our experienced teams to formulate a long-term, diversified investment strategy, drawing on our insight gained from operating in this field for several decades. We can also implement their own strategy, using our institutional-standard operational platform to access a wide global range of managers and asset classes – at competitive fees.

Helping clients achieve better governance, efficiencies, diversification and ESG Case study: UK Charitable Trust

 

Understanding the challenges

We were approached by a client who didn’t have a clear long-term strategy in place for the sustainability of their Trust, including the level of grants that should be awarded each year to recipients. The Trustee wanted to spend more of their time focusing on core activities like awarding grants, rather than managing the Trust’s investments. They acknowledged to do this they would need to add extra resources to their in-house team who could manage all of the operational and investment aspects of the Trust’s investment portfolio. The Trust’s investments lacked diversification and exposed the portfolio to potentially significant downside risk.

 

Finding the best solutions

We worked with the Trustee to develop a clear strategy and objectives, enabling them to pan for a sustainable level of grants per year. We reshaped their investment strategy to create greater efficiency and higher level of expected return per unit of risk*. We achieved greater diversification through a full range of asset classes including private markets and incorporated ESG considerations across all asset classes. We were able to do this for similar investment manager fees as before. With Mercer’s reporting and help managing the managers, The trustee can now focus on their key responsibilities, and spend less time worrying about the Trust’s investments. 

Investment insights

Meet the Team

Amit Popat

Amit Popat

International Wealth Manager Leader

+44 20 7178 5732
Amit.Popat@mercer.com

Paul Fleming

Paul Fleming

UK Head of Investment – Endowments & Foundations

+44 20 7178 3373
paul.fleming@mercer.com

Nathalie Degans

Nathalie Degans

Senior Consultant – Client Servicing

+447789030679
nathalie.degans@mercer.com

Tom Noall

Tom Noall

Endowments & Foundations Consultant

+44 131 247 4522
Tom.Noall@mercer.com

Inge West

Inge West

Responsible Investment Consultant

+44 20 7178 3147
inge.west@mercer.com

I would like to speak to a Mercer consultant


Footnotes: *modelling of current portfolio and new portfolio is an annualised expected return calculated on mecer capital market assumptions from a 10year forward looking time horizon.

 

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Past performance does not guarantee future results. Mercer’s ratings do not constitute individualized investment advice. The value of your investments can go down as well as up, and you may not get back the amount you have invested.  Investments denominated in a foreign currency will fluctuate with the value of the currency.  Certain investments carry additional risks that should be considered before choosing an investment manager or making an investment decision.

 

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When Mercer provides assistance through a manager selection service, it may consider a wider range of potential managers for specific strategies than those available through a Mercer Delegated Solution.  Managers or Funds available on through a Delegated Solution may therefore differ to those recommended through a manager selection exercise.

 

Delegated Solutions can only be provided through certain Mercer entities.  If you choose to implement all or part of your strategy through such solutions, you will be required to contract separately with the relevant Mercer Delegated Solutions entity.

 

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