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 INVESTMENTS

MERCER HAMMOND

 

Endowment, Foundation and Health Care

 

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Mercer Hammond announced today that Christopher Adkerson was recently named ‘Consultant of the Year’ at the 12th Annual Foundation and Endowment Investment Awards hosted by Foundation & Endowment Money Management.

 

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ENDOWMENTS AND FOUNDATIONS CONSULTING

Mercer Hammond leverages more than 20 years of endowment and foundation consulting experience, globally based manager research and a flexible implementation approach to help clients reach their investment goals.

 

We currently serve over 170 endowments and foundations, ranging in size from $2 million to close to $2 billion in assets.


With this client base we have developed broad expertise on the issues that endowments and foundations face, including asset allocation, spending rules, governance structures, alternative investment program development and integration of spending, gifts and investment earnings models.

 

OUR TEAM

Many of our senior staff previously served as Chief or Senior Investment Officers at several universities and other plan sponsors. In addition, our senior investment professionals have been represented, or currently serve, on more than 20 non-profit investment committees and boards, including five chairmanships.

 

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HEALTH CARE CONSULTING

Mercer Hammond leverages more than 40 years of non-profit health care experience and a continuum of services to meet the very different needs of the organization. Our delivery of services is closely tied to the type of portfolio (i.e. operating assets, self-insurance funds, pension plans, foundations) and the governance process in place.

 

Mercer’s healthcare services help providers develop investment strategies that complement operating and financial characteristics, capital plans and debt service obligations to support community mission objectives. We work to carefully evaluate key financial trade-offs that can help improve the likelihood that investment returns will maintain balance sheet strength, fund growing capital investment needs and support operating budgets.

 

We currently serve over 70 non-profit health care orgranizations with over $23 billion in assets under advisement.


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ENDOWMENT AND FOUNDATION INVESTMENT SOLUTIONS
HELPING YOU FULFILL YOUR FIDUCIARY RESPONSIBILITIES

 

ENDOWMENT AND FOUNDATION INVESTMENT SOLUTIONS - HELPING YOU FULFILL YOUR FIDUCIARY RESPONSIBILITIESWho is focused on policy issues?

 

Who tackles implementation?

 

Do you have consensus about objectives, timeframes, assumptions and risks?

 

How are you balancing the contribution of your portfolio to the organization's mission with the realities of investing in complex global markets?

 

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OUR APPROACH

We believe that one size does not fit all; therefore, we have developed a continuum of solutions intentionally designed to be flexible enough to fit with the institution's culture, staff and board. We work with clients to develop a custom solution to match their needs.


OUR SERVICES - RETAINER OR PROJECT

Arrow icon Traditional Investment Consulting 

Arrow icon Manager and Custodial Operational Due Diligence 

Arrow icon Full / Partial Outsourced Chief Investment Officer 

Arrow icon Responsible Investing 

Arrow icon Operations and Back Office Support

Arrow icon Manager Research Database 

Arrow icon 403(b) Consulting 

Arrow icon Investment Group Compensation Consulting 

Mercer is a leading global provider of investment services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 40 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing fiduciary management.

IMPORTANT NOTICES

Proprietary and confidential
References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity, without Mercer's prior written permission.
Opinions – not guarantees
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ratings do not constitute individualized investment advice.
Not investment advice
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.