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About Us

Employee-owned NEPC, LLC is one of the industry’s largest independent, full-service investment consulting firms, serving over 350 retainer clients with total assets over $950 billion. Headquartered in Boston, Massachusetts and with offices throughout the United States, we’re known for incisive expertise and exceptional service. And results: NEPC’s collective client base has outperformed the InvestorForce/ICC median* in 26 of the 31 years since our founding in 1986.

Our consultants are among the best qualified and most experienced in the industry — thought leaders whose insights are grounded in NEPC’s research-driven ethos. Our views are generated by a research group of over 45 professionals that represent roughly 20% of our overall staff, one of the most significant commitments in the industry.

NEPC brings expertise in traditional and alternative investments to a range of clients including defined benefit and defined contribution employee benefit plans (corporate, public, and Taft-Hartley), endowments, foundations, insurance, and private wealth investment programs. NEPC can be engaged as a traditional advisory consultant or as a discretionary outsourced manager of plan assets.

We invite you to learn more about the NEPC difference, our unique and rigorous ability to advise clients regarding investment strategies, optimal asset mixes, and manager selection.

Note: NEPC acts in an advisory capacity for some of the investment performance cited. As a result, in certain circumstances a client’s investment performance may not be attributable solely to NEPC’s advice.

Past performance is no guarantee of future results.

* The median fund in the $3.3 trillion InvestorForce Universe (or the ICC Universe through 2011) represents average performance among a nationwide sample of plan sponsor results.

The Difference

With an intense client focus and the commitment to calibrate every decision with client success in mind, NEPC possesses distinctive strengths. Independent and therefore impartial by design, our firm consists of seasoned experts — curious and engaged thought leaders who know their areas of specialization, know their clients, and have clear, well-founded opinions.

True Independence

NEPC is an independent, employee-owned, full-service investment consulting firm. We provide advice that is objective, unbiased and uninfluenced by anyone except our clients and their goals. Informed Innovation

At NEPC, questioning leads to clarity, and clarity fosters breakthroughs. We respect conventional wisdom — when it’s wise. Following a traditional path can be entirely appropriate in building a particular portfolio. That said, we don’t shrink from breaking with standard methods when we think that a new direction offers a better approach. Expect our analysis to be thorough and our recommendations to be made with conviction.

Robust Customization

Our clients demand more, and so do we. Each client is unique and, as a result, has unique investment goals. We listen closely and customize our solutions to pursue your goals with intelligence and rigor. Customization is an aspect of collaboration, as we see it, and it’s a hallmark of who we are. From investment policy development and risk control to asset allocation, investment manager searches and beyond, we tailor every step of the process to you.

Industry-Leading Consultants

A consulting firm has one key asset: its people. Our consultants have to earn client confidence, and ideally, enduring relationships develop. NEPC has cultivated and recruited exceptional professionals with diverse strengths — seasoned experts who understand the complexities you face and how to help you navigate them successfully.

Research-Driven Process

Superior advice is grounded in superior research and investment knowledge. Since our inception, NEPC has re-invested in our firm to build one of the largest dedicated research teams in the Consulting industry. With an increasing focus on innovative strategies, our expertise spans asset allocation, traditional investments, and alternative strategies. Our research professionals specialize in particular asset classes and excel in assessing asset managers and their investment capabilities as well as market trends and new products.

Demonstrated Results

We are proud to disclose the results we achieve for clients. Our innovative, research-driven recommendations, delivered by an experienced staff, have led to NEPC’s collective client base outperforming the InvestorForce/ICC median in 26 of the 31 years since our founding in 1986.*

Note: NEPC acts in an advisory capacity for some of the investment performance cited. As a result, in certain circumstances a client’s investment performance may not be attributable solely to NEPC’s advice.

* The median fund in the $3.3 trillion InvestorForce Universe (or the ICC Universe through 2011) represents average performance among a nationwide sample of plan sponsor results.

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