Not-For-Profit Specialists — Operational Support
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
OPERATIONAL SUPPORT
Many clients have limited resources and we offer operational support services intended to ease their administrative burden. We strive to quickly and efficiently implement approved decisions while operating within the governance guidelines. By understanding the perspective of the investment managers, custodians and other providers, we can help coordinate transactions in order to minimize our clients' time and energy.
Deep, experienced staff dedicated to implementing client decisions
Services include:
- Trading and transaction management
- Investment manager transition assistance
- Subscription and new account document preparation
- Audit support
- Coordination of cash transfers, including private equity draws
- Portfolio rebalancing
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.