Throughout the last decade, endowments & foundations (E&Fs) have enjoyed favourable market returns across virtually all asset classes, driven generally by buoyant equity markets and underpinned by ultra-accommodative monetary policy. Even in light of these positive results, E&Fs are concerned about the future, higher expected inflation rates, lower expected returns and uncertain future donations. These are all putting pressure on the capability of E&Fs to meet your mission statement. In addition, Environmental, Social and Governance (ESG) factors and impact investing considerations are driving changes to the implementation of the strategic asset mix.
See how your peers have, and are reacting to these challenges.
Investment policy asset allocation:
ESG and responsible investing policy:
Reviewing your strategic asset mix starts with:
Interested in more?
Read our investment survey results of Canadian endowments, foundations, and not-for-profit investors. Find out how you compare to industry peers and the emerging trends that are shaping investment decision making.
Contact your Mercer investment consultant today to discuss the latest investment trends, challenges and potential solutions.