Organismes sans but lucratif

Organismes sans but lucratif



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Organismes sans but lucratif

 

Ce Que Nous Faisons

 

Mercer offre des services à plus de 170 organismes sans but lucratif dont la taille de l’actif est de deux millions à près de deux milliards de dollars, un vaste échantillon qui nous permet de continuellement parfaire notre expertise. Qu’il s’agisse d’une stratégie de placements non traditionnels, de structures de gouvernance, de dons ou de modèles de revenu des placements, nous développons des idées qui profitent à nos clients.

 

Pourquoi Choisir Mercer

 

Les organismes sans but lucratif occupent un créneau particulier dans le monde des placements. Comme les membres du conseil d’administration se réunissent une fois par trimestre, ils doivent travailler à un rythme atypique. En revanche, ils tiennent à ce que les heures et les sommes qu’ils investissent rapportent le plus possible à l’organisme sans but lucratif. Nous comprenons ces enjeux et nous adaptons nos services pour que leur souhait devienne réalité.

 

La Différence Mercer

 

Ressources uniques

Depuis deux décennies, nous améliorons constamment les services de gestion personnalisée des placements que nous fournissons aux fondations. Nos clients en profitent car, grâce à nos ressources et à la rapidité de notre réseau mondial, ils ont accès à toute une gamme de contacts et de compétences sur les placements non traditionnels, que ce soit des opérations de couverture, du placement privé, de l’investissement socialement responsable ou des titres immobiliers. Nous nous faisons un devoir d’accorder une attention personnelle à chaque service que nous fournissons.

 

Clarté de la communication

Étant donné la nécessité d’établir les objectifs de placement et de trouver un équilibre entre eux, il est essentiel que tout le monde saisisse bien les priorités et les réflexions qui les sous-tendent. La plupart des membres des conseils d’administration des organismes sans but lucratif ne travaillent pas dans le domaine de la finance et le jargon des affaires ne leur est peut-être pas familier. Nous nous assurons que tout le monde, que ce soit l’éducateur ou le magnat de la presse, comprenne comment le conseil d’administration a établi ses objectifs tout au long du processus.

Mercer Hammond

Mercer Hammond offers a broad spectrum of services including investment policy creation and documentation, economic and strategic outlooks, asset allocation review, manager due diligence and performance reporting.

 

Learn more

 


MERCER CANADIAN ENDOWMENTS, FOUNDATIONS, AND NOT-FOR-PROFITS SURVEY

 

 

 

 

Download PDF

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Not for proft organzations around the world are providing financial and emotional support to people around the world at a time when governments have had to reduce social support in order to stem their debt flows and stabilize their economies.

 

Fund raising has become challenging and is inconsistent year on year, but is even more critical to those in need. Mercer understands these types of organizations need guidance and support when growing these funds and ensuring a steady return. 

 

Specialists dedicated to endowments, foundations, not-for-profit healthcare, and private wealth clients, and have an in-depth understanding of the issues facing our clients in each area, meet the team in St Louis, who for 20 years have provided advice to organizations.

 

As major global investment markets come off a strong 2013, Mercer has a new Mercer/Journal article, Global Investment Opportunity And The Return To Normalty, that provides an overview of what's ahead.

Come and meet our Endowments, Foundations and Not-for-Profit experts in St Louis.

 

The Endowments and Foundations market in Australia.

 

 

/content/dam/mercer/1000x282/business-related/img-FM000369a-1000x282.jpg

Each Organization is Unique

Our consultants take the time to learn the specific circumstances of your organization and to understand the philosophy and objectives of your investment committee. With this knowledge, they provide timely advice and guidance at the appropriate level.  Not-for-profit organizations have certain challenges that other institutional investors do not face, such as fundraising and the need for a steady income to support their beneficiaries. We understand that your challenges are many and varied, and as such, we offer a broad spectrum of advisory services:

 

  • Economic and strategic outlooks
  • Asset allocation review
  • Governance
  • Investment policy review and development
  • Investment manager due diligence and recommendations
  • Performance reporting
  • Spending review
  • Fee analysis and benchmarking

Our dedicated consulting team will access the broad expertise of Mercer to evaluate the relevance of both strategic and tactical ideas to your specific portfolio. 

How Mercer Can Help

We believe in proactive consulting and do not wait for clients to call us or give clients portfolio options without providing our recommendation. We partner with our clients to meet the challenges they face. Connect with us, and let us be your trusted partner

 

Since the real world is complex and dynamic, we pride ourselves on helping our clients constantly innovate and adapt to the ever-changing environment around them. With over 110 research and investment professionals across the globe, we provide coverage on more than 5,130 managers of alternative and traditional investment strategies. We offer extensive research and thought leadership on a range of issues targeted to your needs. Read more

/content/dam/mercer/1000x282/business-related/img-FM000369a-1000x282.jpg

Are You Getting the Most Out Of …

  • Your consultant?
  • Your portfolio managers?
  • Your investment committee?
  • The fees you pay?

Mercer’s outsourced solution combines customized strategic asset allocation advice with a robust multi-manager structure, including top-tier alternatives managers. Our experts provide continuous portfolio oversight through a disciplined, rigorous, and well-documented governance process.

 

  • Customize the asset allocation decision to your specific requirements.
  • Dynamically adjust the allocation based on valuations.
  • Use traditional and alternatives managers highly rated by Mercer.
  • Obtain cost savings from Mercer’s scale.
  • Receive real-time management and strategy execution.
  • Reduce administrative burden on committee and staff.

How Mercer Can Help

 

Maximize Returns

The ratio of giving to assets tends to be relatively high, requiring a higher return on assets in order to maintain the value of the portfolio. Funding can vary greatly from one year to the next, especially if it is based on a percentage of the company’s pre-tax profits.

 

Manage Risk

Finding an appropriate level of risk can be challenging, given the relatively higher spending rates associated with corporate foundations. We understand the complexity of the risk landscape for the endowment and foundation community and have experience balancing the various risks with the need for stability and growth. 

 

Align Goals

Build a portfolio that aligns with the strategic objectives of the foundation. Society increasingly expects businesses to take on increased responsibility for their social and environmental impacts. As part of our manager research process, we assign an environmental, social, and governance rating to investment managers. This can be used to align the foundation’s objectives with its investment portfolio. 

 

Stay Cost Effective

Managing the costs associated with building an alternatives portfolio is critical. Using our economies of scale, we have been able to negotiate significant fee discounts and reserve capacity with a number of the world’s most soughtafter alternatives managers — a benefit that gets passed directly to our clients. Our implemented services incorporate our best thinking in manager research, portfolio design, and implementation, and we are pleased to offer our clients this service for a very competitive single fee of 0.50% per year.

 

>> Read more about our capabilities when working with not-for-profit organizations

STRATEGY

 

One of the most important decisions a committee will make and must be customized to your specific requirements. With our expertise of researchers and investment consultants, we can provide a tailored approach for you based on 40 years of investment consulting experience.

 


IMPLEMENTATION

 

Multi-manager solution providing you with strategies expected to produce alpha and maintain diversification. We can provide you with diversified investment strategies.

 


EVALUATION AND RISK ASSESSMENT

Disciplined process to proactively adjust the portfolio to meet the institution’s goals. We can monitor risk exposures and your managers, and keep abreast of organizational changes.

 


EXECUTION

End-to-end solution for committees to grow assets over time in a timely, disciplined, and cost-effective manner. We can adjust your portfolio to take advantage of market opportunities as they arise. 

CONTACT OUR SPECIALISTS*Requis


CE QUE NOUS FAISONS

Organismes sans but lucratif

 

Ce Que Nous Faisons

 

Mercer offre des services à plus de 170 organismes sans but lucratif dont la taille de l’actif est de deux millions à près de deux milliards de dollars, un vaste échantillon qui nous permet de continuellement parfaire notre expertise. Qu’il s’agisse d’une stratégie de placements non traditionnels, de structures de gouvernance, de dons ou de modèles de revenu des placements, nous développons des idées qui profitent à nos clients.

 

Pourquoi Choisir Mercer

 

Les organismes sans but lucratif occupent un créneau particulier dans le monde des placements. Comme les membres du conseil d’administration se réunissent une fois par trimestre, ils doivent travailler à un rythme atypique. En revanche, ils tiennent à ce que les heures et les sommes qu’ils investissent rapportent le plus possible à l’organisme sans but lucratif. Nous comprenons ces enjeux et nous adaptons nos services pour que leur souhait devienne réalité.

 

La Différence Mercer

 

Ressources uniques

Depuis deux décennies, nous améliorons constamment les services de gestion personnalisée des placements que nous fournissons aux fondations. Nos clients en profitent car, grâce à nos ressources et à la rapidité de notre réseau mondial, ils ont accès à toute une gamme de contacts et de compétences sur les placements non traditionnels, que ce soit des opérations de couverture, du placement privé, de l’investissement socialement responsable ou des titres immobiliers. Nous nous faisons un devoir d’accorder une attention personnelle à chaque service que nous fournissons.

 

Clarté de la communication

Étant donné la nécessité d’établir les objectifs de placement et de trouver un équilibre entre eux, il est essentiel que tout le monde saisisse bien les priorités et les réflexions qui les sous-tendent. La plupart des membres des conseils d’administration des organismes sans but lucratif ne travaillent pas dans le domaine de la finance et le jargon des affaires ne leur est peut-être pas familier. Nous nous assurons que tout le monde, que ce soit l’éducateur ou le magnat de la presse, comprenne comment le conseil d’administration a établi ses objectifs tout au long du processus.

Mercer Hammond

Mercer Hammond offers a broad spectrum of services including investment policy creation and documentation, economic and strategic outlooks, asset allocation review, manager due diligence and performance reporting.

 

Learn more

 


MERCER CANADIAN ENDOWMENTS, FOUNDATIONS, AND NOT-FOR-PROFITS SURVEY

 

 

 

 

Download PDF

Recherche

Not for proft organzations around the world are providing financial and emotional support to people around the world at a time when governments have had to reduce social support in order to stem their debt flows and stabilize their economies.

 

Fund raising has become challenging and is inconsistent year on year, but is even more critical to those in need. Mercer understands these types of organizations need guidance and support when growing these funds and ensuring a steady return. 

 

Specialists dedicated to endowments, foundations, not-for-profit healthcare, and private wealth clients, and have an in-depth understanding of the issues facing our clients in each area, meet the team in St Louis, who for 20 years have provided advice to organizations.

 

As major global investment markets come off a strong 2013, Mercer has a new Mercer/Journal article, Global Investment Opportunity And The Return To Normalty, that provides an overview of what's ahead.

Come and meet our Endowments, Foundations and Not-for-Profit experts in St Louis.

 

The Endowments and Foundations market in Australia.

 

 

ADVICE

Each Organization is Unique

Our consultants take the time to learn the specific circumstances of your organization and to understand the philosophy and objectives of your investment committee. With this knowledge, they provide timely advice and guidance at the appropriate level.  Not-for-profit organizations have certain challenges that other institutional investors do not face, such as fundraising and the need for a steady income to support their beneficiaries. We understand that your challenges are many and varied, and as such, we offer a broad spectrum of advisory services:

 

  • Economic and strategic outlooks
  • Asset allocation review
  • Governance
  • Investment policy review and development
  • Investment manager due diligence and recommendations
  • Performance reporting
  • Spending review
  • Fee analysis and benchmarking

Our dedicated consulting team will access the broad expertise of Mercer to evaluate the relevance of both strategic and tactical ideas to your specific portfolio. 

How Mercer Can Help

We believe in proactive consulting and do not wait for clients to call us or give clients portfolio options without providing our recommendation. We partner with our clients to meet the challenges they face. Connect with us, and let us be your trusted partner

 

Since the real world is complex and dynamic, we pride ourselves on helping our clients constantly innovate and adapt to the ever-changing environment around them. With over 110 research and investment professionals across the globe, we provide coverage on more than 5,130 managers of alternative and traditional investment strategies. We offer extensive research and thought leadership on a range of issues targeted to your needs. Read more

IMPLEMENTATION

Are You Getting the Most Out Of …

  • Your consultant?
  • Your portfolio managers?
  • Your investment committee?
  • The fees you pay?

Mercer’s outsourced solution combines customized strategic asset allocation advice with a robust multi-manager structure, including top-tier alternatives managers. Our experts provide continuous portfolio oversight through a disciplined, rigorous, and well-documented governance process.

 

  • Customize the asset allocation decision to your specific requirements.
  • Dynamically adjust the allocation based on valuations.
  • Use traditional and alternatives managers highly rated by Mercer.
  • Obtain cost savings from Mercer’s scale.
  • Receive real-time management and strategy execution.
  • Reduce administrative burden on committee and staff.

How Mercer Can Help

 

Maximize Returns

The ratio of giving to assets tends to be relatively high, requiring a higher return on assets in order to maintain the value of the portfolio. Funding can vary greatly from one year to the next, especially if it is based on a percentage of the company’s pre-tax profits.

 

Manage Risk

Finding an appropriate level of risk can be challenging, given the relatively higher spending rates associated with corporate foundations. We understand the complexity of the risk landscape for the endowment and foundation community and have experience balancing the various risks with the need for stability and growth. 

 

Align Goals

Build a portfolio that aligns with the strategic objectives of the foundation. Society increasingly expects businesses to take on increased responsibility for their social and environmental impacts. As part of our manager research process, we assign an environmental, social, and governance rating to investment managers. This can be used to align the foundation’s objectives with its investment portfolio. 

 

Stay Cost Effective

Managing the costs associated with building an alternatives portfolio is critical. Using our economies of scale, we have been able to negotiate significant fee discounts and reserve capacity with a number of the world’s most soughtafter alternatives managers — a benefit that gets passed directly to our clients. Our implemented services incorporate our best thinking in manager research, portfolio design, and implementation, and we are pleased to offer our clients this service for a very competitive single fee of 0.50% per year.