Geopolitical risk, market volatility, and financial strains are challenging Not-For-Profit investment portfolios, which have a heightened need for robust and resilient investment strategies.

In a recent roundtable hosted by Aon, representatives of Not-for-Profit investment portfolios with over £50bn in assets, came together to address current investment challenges and opportunities, including:

  • Implementation considerations for public equity in the current market environment
  • Fixed income in Not-for-Profit portfolios
  • Exploring the strategic role of private markets
  • Charting the path forward: Considerations for Not-for-Profit investors

In a wide-ranging discussion, participants shared diverse perspectives on active versus passive investment strategy implementation, with discussions highlighting the importance of benchmark selection, the role of private markets in achieving long-term returns, and the importance of robust governance frameworks for navigating the current complex and uncertain investment environment.

This summary encapsulates the valuable insights discussed and provides a helpful guide for all Not-For-Profit investors seeking to develop investment portfolios that can withstand market pressures and deliver stable returns.

Download the report

For more information, or to discuss any of the topics covered, please contact:

Jennifer O’Neill
Head of Not-for-Profit Investment

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Matt Hurshman
Not-for-Profit Investment Specialist

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