Not-For-Profit Specialits | Alternative Investments

Not-For-Profit Specialits | Alternative Investments

Not-For-Profit Specialists — Alternative Investments


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

 

Market Report

Market Environment

The Market Environment Report highlights the capital market environment during the quarter and our views of various asset classes.

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Mercer pursues a two-pronged approach to working with clients in regards to their alternative asset allocation – we use both manager research and investment consulting experience to arrive at optimal solutions for clients.

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.

 

HOW WE CAN HELP

Hedge Funds

  • We have been advising clients across the universe of hedge fund strategies for more than ten years
  • Direct hedge fund research provides our clients with fresh perspectives and complementary strategies to augment a diversified program
  • Mercer has specialized implementation expertise for those clients seeking a low cost implementation solution

Private Equity

  • Mercer has assisted clients in building highly sophisticated private equity portfolios for more than a decade
  • Our Global team brings local perspectives to bear on our sector views and manager selection decisions
  • Our experts have extensive experience investing in private equity and conducts comprehensive due diligence of prospective funds

Other Alternatives

  • There is a world of opportunity outside the “traditional” Alternatives
  • Mercer provides our clients with a breadth of resources allowing us to pursue off-the-run ideas
  • Our diverse global client base pushes us to explore new frontiers and look at a range of ideas that challenges our thinking

Find out more about our Alternatives Boutique 


PUBLICATIONS

The Role of Alternative Investments

This paper discusses the role of alternative investments and identifies the potential benefits and concerns that the various types of investments might bring to an institutional asset portfolio.

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Building a Real Asset Portfolio

This paper explores the spending rules most commonly used to govern annual distributions from educational and community foundation endowments. We illustrate that the conventional rule of using a 3-year average of prior market values results in distributions that are more volatile from one year to the next than a 5-year/20-quarter average or certain hybrid rules. A spending rule that limits year-over-year volatility of distributions is beneficial and institutions should be able to tolerate more volatility in returns if they use a spending rule that limits the volatility in spending from the endowment.

Download 'Building a Real Asset Portfolio'
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Hedge Funds in the Current Environment

We believe that now is a good time to consider hedge fund investing. The strategic case remains valid and many current factors are positive for hedge funds. This article explores the case for hedge funds with a focus on the current environment and offers some thoughts on choosing the best hedge funds and how to build robust portfolios.

Download 'Hedge Funds in the Current Environment'
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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.