Not-For-Profit Specialits | Advisory Consulting

Not-For-Profit Specialits | Advisory Consulting

Not-For-Profit Specialists — Advisory Consulting


INVESTMENTS

CONTACT US
  

Chris Adkerson 
Endowment Practice Leader
+1 314 982 5717

Russ LaMore
Foundation Practice Leader
+1 314 982 5680

Michael Ancell
Healthcare Practice Leader
+1 314 982 5709 

Michael Pompian
Private Wealth Practice Leader
+1 314 982 5701

 

Catholic Institutions

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Catholic Institutions Investment Advisory Services

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PROACTIVE CONSULTING

Our culture is geared toward effective decision making and implementation of ideas. Our consultants take a proactive approach to investment opportunities and client service, anticipating problems and identifying opportunities for resolution.

We do not wait for clients to call us and we do not give clients portfolio options without providing our recommendation. We partner with our clients to meet the challenges we face.

A FOCUS ON MANAGER RESEARCH

As a global investment consulting firm, we offer significant resources to evaluate investment managers (traditional and alternatives).

More than 100 full-time, globally based manager research professionals investigate investment managers to identify strategies that we believe have the potential to offer superior performance to our clients. This includes over 50 full-time Alternatives researchers who focus on alternative strategies such as private equity, hedge funds, real assets and commoditites.

We help clients structure their alternatives programs with disciplined and customized approaches for specific client situations. We also work with clients to consider the active/passive tradeoffs for each asset class.

Find out more about our Research Boutiques 

OUR SERVICES

CONSULTING

  • Asset Allocation and Spending Studies
  • Governance Reviews and Advice
  • Investment Policy Review and Development
  • Investment Manager Due Diligence and Recommendations (traditional and alternatives)
  • Spending Review
  • Fee Analysis and Benchmarking

PROPRIETARY REPORTING

  • Monthly/Quarterly Reporting on Traditional and Alternatives Assets
  • Quarterly Portfolio/Manager Analytics
  • Online Access to Performance Data
  • Periodic Investment Review Meetings
  • Custom Reports (liquidity, look through, factor exposures)

RESEARCH

  • Capital Markets Research
  • Quarterly Market Environment Report
  • Market Updates and Commentary
  • Alternative Research
  • Peer Group Rankings
  • Research Articles/White Papers

 

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 35 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

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. 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. 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.