Mercer has over 40 years’ experience of delivering investment outcomes for charities, endowments and foundations globally.

Mercer’s focus is on providing advice, investment solutions and portfolio implementation that deliver on objectives such as strong performance, capital preservation, income generation, cost management, responsible investment policy alignment and best practice governance structures. Mercer is uniquely placed to help meet these goals, integrating their heritage in advisory services, investment management and market leading ESG research. Mercer’s portfolio solutions use highly rated managers across asset classes to help clients meet their investment objectives and allow foundations to focus on the impact of their philanthropic mission.

Mercer resources

Charity Commission Investment Guidance CC14

On 1 August 2023 the Charity Commission for England and Wales published its updated investment guidance for trustees. Join Mercer on Wednesday 27 September for an online event giving an overview of the guidelines and implications for foundations. Register here

Private markets for endowments and foundations

Private markets remain a complex and hard-to-access asset class — but it is one that is increasingly hard to ignore, given its growing importance in the economy as well as in institutional investors’ portfolios. Read Mercer’s latest report to find out more.
Read here

From acronym to action: What ESG means for you

We look at each of the components, E, S and G, how these can be and have been addressed in clients’ portfolios, common questions, along with some top tips for how best to start the discussions around your collective tables.
From acronym to action Read here

Podcast, episode one: what is ESG?

Investment Podcast Series: critical thinking, critical issues℠

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors.
Investment Podcast Series - critical thinking, critical issues. Listen to the podcast

Investment blog: Yield point℠

Our specialists provide their point of view on the latest investor themes and market movements in our investor blog series.
Yield point investment blog Read here

Contact Mercer

Paul Fleming, head of investment solutionsPaul Fleming, head of Investment Solutions
Paul is Head of Investment Solutions for UK Endowments and Foundations and joined Mercer in 2018. Based in London, Paul works closely with Endowment & Foundation clients with various governance requirements to support efficient implementation of Mercer’s strategic advice. Email Paul.



Tom Noall, investment consultant Tom Noall, investment consultant
Tom is a Consultant within Mercer’s investment business. He is responsible for advising clients on a wide range of investment issues and is a specialist within the Endowment & Foundations sector. Email Tom.