In this episode, Anne Marie Schultz, US Investments Commercial Leader, Bernardo Serpa Pimentel, Senior Investment Consultant, and Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, explore the idea of a “Return on Resilience.”

Resilience is not just about endurance, it’s about adaptability, the capacity to respond to disruption with speed and confidence. Governance, when designed well, may be an effective enabler of that process. It may help create conditions for foresight, flexibility, and better alignment between long-term objectives and near-term action.

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.

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Faith-based investing is evolving quickly, driven by advances in data, greater transparency, and more sophisticated portfolio design. Today, some investors are demonstrating their conviction through a range of strategies that seek to align mission with return.

In this episode of Critical Thinking, host Michael Lernihan, Global Commercial Leader for Mercer’s Investments and Retirement Business, presents “Where Values Meet Value”, a compelling discussion on faith-based investing in today’s evolving landscape. Joined by Jeffrey McCroy, President & CEO of Christian Brothers Investment Services (CBIS), and Tom Digenan, Chief Investment Officer, the conversation delves into how CBIS’ mission to transform the world through “Catholic Responsible Investments” is adapting across markets, and how they approach faith-based investing.

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.

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In this episode of Critical Thinking, Mercer’s U.S. Defined Contribution Leader Holly Verdeyen is joined by Matthew Calloway, Principal, Mercer’s Law and Policy Group, Kelly Henson, Defined Contribution Investment Strategy Leader, and Matt Vokes, Senior Director of Investment Alternatives.

They explore the evolving landscape of private investments within U.S. DC plans, including the impact of the August 7, 2025 executive order and anticipated Department of Labor guidance, recent capital market and product innovation supporting access to these investments within a DC plan framework, and what plan sponsors should consider moving forward.

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.

Read our full important notices - click here