Mercer Taiwan | Endowments and Foundations

Wealth and Investments

Endowments and Foundations


Investing in Perpetuity

The question for endowments and foundations is how to develop a portfolio that will not only withstand the “crisis du jour” or the “bull market of the moment” but also features an investment strategy that will endure. As one of the world’s longest-serving fiduciaries between institutional investors and asset managers, Mercer understands the importance of investing for the long term.

Our Experience With Not-for-Profit Organizations

At Mercer, we know the challenges that endowments and foundations face. We work with more than 250 not-for-profit clients and have helped build their portfolios and spending policies and have guided their committees through some of the most challenging times. There are few situations related to nonprofits that we haven’t faced.

Helping Fulfill Big Goals

Mercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission. Mercer’s size and scale provide our clients with a real advantage. We have resources in 35 financial centers, enabling us to identify emerging managers as well as maintain ongoing relationships with current managers.

A High-Touch Experience

Unlike smaller organizations, Mercer has the resources to provide our clients personalized service. For instance, we have a low client-to-consultant ratio, and our consultants are supported by a full staff of analysts, researchers, and operations staff. This allows us to bring to bear a higher level of expertise and service for our clients.

Minimizing Risks and Costs

We help organizations strike the right balance between risk and potential returns, with an unflinching eye for reducing costs. There are no hidden charges; we do what we do for a simple, straightforward fee.

Build a Long-term Relationship

At Mercer, we are geared for the long term. Established in 1945, we’ve faithfully served clients for more than 70 years.

 Speak with a Mercer Consultant

We’re eager to speak with you. Please provide your details below.
*必填欄位
須提供名字
須提供姓氏
須提供職位
須提供公司/機構類型
須提供產業別
須提供電子郵件信箱 電子郵件信箱無效
Phone number is required
須提供公司名稱
須提供國家名稱
請註明您的問題或需求,以便我們安排顧問與您聯繫。留言字數請勿超過250字。

I would like to receive communications about products and offerings from Mercer. I understand that I can unsubscribe at any time. 

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

您的表格有誤,請確認欄位有確實填寫之後再重試。.

謝謝您的意見,我們會盡快回覆您。