Charities, endowments and foundations need a robust investment strategy that closely supports their organisational mission and is designed to achieve sustainable, long-term growth. This ensures they can maintain their spending and maximise their positive impact for years to come. Aon offers proven expertise to help your organisation reach its investment goals.

Our Philosophy

At Aon, we believe that not-for-profit organisations – no matter their size - should be able to access the absolute best in investment advice and services, to achieve the same standards of capital preservation, income generation, client service, and value for money expected by other institutional investors.

Our investment philosophy is shaped by the view that each not-for-profit organisation is unique. By partnering with Aon, not-for-profits can be sure that their investment strategy will be tailored and aligned to meet their distinct objectives and desired outcomes.

About Aon

As one of the world’s largest investment firms, advising over $4.3tn of institutional assets globally and managing entire portfolios with $150bn + assets combined, Aon brings the best of both strategic investment and asset management expertise to not-for-profit client portfolios.

Our size and market position means our clients benefit from our asset allocation and manager research insights, robust investment operations capability, best investment ideas and buying power to secure competitive fees from asset managers.

“The continually expanding scope and complexity of investments has increased the need among not-for-profit organisations for deep investment experience, agile decision-making and execution and sound investment governance.”
Jennifer O’Neill

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

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Our Services

We work with trustees of charities, endowments and foundations to build a deep understanding of their return objective, risk tolerance, spending plans, responsible investment views, and governance concerns.

  • Strategic and tactical investment advice to meet risk and return objectives and keep pace to seize market opportunities
  • Selecting investment managers, drawing on our deep, global manager research expertise across all asset classes including public and private markets
  • Sustainable and ESG investing, to align investments with the organisation’s mission and drive meaningful impact
  • Investment governance, to support your investment decision-making, implementation processes and regulatory compliance
  • Benchmarking and fee savings, delivered through our size and market position to ensure implementation of your investment strategy at a lower cost to you.
For more information, contact Aon’s Not-for-Profit Team.