Investors start this new decade with rich equity valuations and global debt levels at record highs, requiring a thoughtful reevaluation of portfolio positioning for the next decade.

 

Pavilion’s top investment ideas for endowments and foundations in 2020 fall into four themes: Protect, Reflect, Capitalize and Organize. The order of these four themes is intentional, with a particular emphasis on prudent portfolio protection given market conditions.

 

Protect

1.   Bolster portfolio resiliency
2.  Diversify defense
3.  Lock down liquidity

 

Reflect

4.  Examine the portfolio’s holistic context
5.  Explore all facets of the spending policy

 

Capitalize

6.  Consider converging markets
7.   Revisit the illiquidity premium
8.  Reassess real assets

 

Organize

9.   Build governance resiliency
10.  Engage in the diversity and inclusion conversation

 

Download the whitepaper to learn more.

 

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Please see Important notices for further information.

Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).

Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.

Information above is as of December 31, 2017

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