2022 Global not-for-profit investment survey findings

Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.To go straight to one of the key findings, see the chapters below: 1:45 - Macro concerns reflected in the sentiment of the sector19:22- Private markets — The big migration, with special guest Dina Richard, Trinity Health38:05- Outsourcing — Navigating the future with the right support, with Special guests Richard Williams, Diocese of Rochester and Georges Dyer, Intentional Endowment Network53:53 - Sustainability — Closing the gap between ethics and investment returns, with special guest Georges Dyer, Intentional Endowment NetworkWe canvassed the opinions and intentions of not-for-profit investors from around the world on a range of subjects, including sustainability, macro challenges reflected in the sector, the increase in allocation to private markets and the evolution towards seeking third party assistance to help them overcome challenges and achieve the objectives of their not for profit organisation.Throughout this episode we will be joined by Mercer colleagues and special guests to discuss these 4 key considerations that were highlighted within the report as well as the range of possible action points.Read the full report here or mercer.com/notforprofitsurveyThis content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.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. Investment advisory services for Brazil clients are provided by Mercer Human do Brasil (Mercer Brazil), a company regulated by the Brazilian Securities and Exchange Commission to provide Financial Advisory services.Read our full important notices - click here

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