NEPC, LLC is an employee owned, full service investment consulting firm. Founded in 1986, we are one of the largest, truly independent firms in the industry. We are headquartered in Cambridge, Massachusetts, and have additional offices in Detroit, Michigan; Charlotte, North Carolina; Las Vegas, Nevada; and San Francisco, California.
NEPC's sole line of business is investment consulting. Our full service retainer relationships are characterized by an extraordinary service commitment, featuring ready access to our staff and resources, a high level of direct client interaction, and comprehensive investment consulting services. We currently service over 265 retainer clients with total assets of roughly $300 billion. Our clients include defined benefit and defined contribution employee benefit plans, endowments, foundations, insurance, and private wealth investment programs.
We improve long-term performance through broad diversification and the efficient implementation of return-enhancing and risk-reducing strategies in our clients' investment programs. Importantly, we have maintained our objectivity through our independence, and have earned a reputation for capability, fairness and integrity that we believe to be without peer in the industry.
- Our People - Our staff is stable and highly professional. Of our 52 consultants, 41 have advanced degrees and/or are professionally certified, the highest concentration of professionally certified employees of any firm in the investment consulting industry. Our thirty senior consultants average over nineteen years of investment experience and, owing to our excellent professional and ethical reputation within the industry, we have attracted senior personnel from 11
of our competitors, truly setting us apart from other consulting firms.
- Structure - Our consulting staff is likely the most stable of any firm in the industry. This is the result of the seniority of the people we hire, combined with profit sharing for all employees and equity participation for the senior employees. The impact of this stability is consistent staffing of client relationships coupled with consistent delivery of our services across the client base.
- Philosophy - We have a clearly articulated and consistently applied philosophy on structuring investment programs. Our proactive philosophy has led to our collective client base outperforming national averages (as represented by the median fund in the $1.9 trillion ICC Universe) in 19 of the 22 years through 12/31/07 that we have been in existence. In addition, our philosophy on investment manager due diligence has resulted in NEPC's median manager outperforming their benchmark in nearly every asset class measured.
- Systems - NEPC invests heavily in developing and maintaining state-of-the art technology applications and resources. Among other benefits, this allows us and our clients ready access to the most comprehensive performance database and report diagnostics in the industry; plan design configurations that are based on the most sophisticated asset-liability software available; and proprietary access to a comprehensive manager search and due diligence database.
- Results - Through the combination of the industry's finest professional staff, the foremost technology and a top-notch service commitment, we believe that our clients enjoy the best performance of any consultant's client base in the industry. Ultimately, this is what we are hired for.
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