
Over 45% of NEPC's client base is comprised of Defined Benefit plans. These plans include:
We apply the same disciplined approach to investing for every investment program while recognizing that each type of fund has unique investment time horizons, risk, return, and liquidity requirements. Acting as a fiduciary to the plan, we help our clients achieve their investment goals and objectives through the design and implementation of diversified investment programs and innovative solutions to minimize funding requirements.
On an ongoing basis, our investment consulting services address every phase of the investment process in the traditional and alternative asset consulting services arenas. We help our clients determine proper investment strategies and optimal asset mixes. We stand behind our investment advice and are committed to providing the highest level of client service.
Corporate Plans
NEPC currently services 102 corporate clients, with total assets in excess of $117 billion. We feature the largest Corporate Fund performance measurement universe with 3,846 portfolios and assets of $592 billion.
A sampling of our corporate clients includes AMETEK, Inc., Applera Corporation, Blue Cross/Blue Shield of MA, Bose Corporation, Brink's Company, Citizens Financial Group, Inc., Cooperative Banks (CBERA), Energen Corporation, Energy East, Hasbro, Inc., Invensys (Siebe, Inc./BTR), Interpublic Group of Companies, Jones, Day, Inc., Lehigh Cement, Liberty Mutual, NEC America, Inc., Ocean Spray Cranberries, Procter & Gamble, Reebok International, Revlon, Standex International Corporation, Toyota Motor Manufacturing, US Bancorp, and Williams & Connolly.
Public Funds
We have extensive experience working with Public Funds. NEPC currently services 44 public fund clients, with total assets in excess of $126 billion. We have the largest Public Fund performance measurement universe with 3,673 portfolios and assets of $856 billion.
We currently work with the states of Ohio, Louisiana, Oklahoma, New Mexico, South Carolina, Texas, and Vermont. Our municipal clients include the City of Detroit General Retirement System, the City of Boston Trust Funds, the City of Dearborn, Michigan, both the City and County of Fairfax, Virginia, the Town of Greenwich, Connecticut, the County of Anne Arundel, Maryland, San Bernardino County Employees' Retirement Association, St. Louis Public School Retirement System, Metropolitan St. Louis Sewer District, Omaha School Employees' Retirement System, the Philadelphia Housing Authority, MaBSTOA, the Baltimore County Employees' Retirement System, the Metropolitan Transit Authority, and twelve Massachusetts Public Funds. Prior to joining NEPC, our senior consulting staff had worked with numerous state government funds and municipal plans, including the states of Michigan, Minnesota, Massachusetts, and the Washington DC Retirement System.
Taft-Hartley
We currently service 50 retainer clients with over $25 billion in assets. We feature the largest Taft-Hartley Fund performance measurement universe with 1,667 portfolios and assets of $64 billion.
A sampling of our Taft-Hartley clients include ABC-NABET, Boston Shipping Association/Int'l Longshoremen, Cement Masons and Plasterers Joint Pension Trust Local 595, Desert States UFCW Pension Fund, FELRA and UFCW Pension Fund, IBT Locals 111 and 854, MEBA Benefit Plans, New York Hotel Trades Council, Philadelphia Bakery Locals 463 & 676, Rocky Mountain UFCW and Denver Meat Cutters Pension Funds, UFCW Unions and Employers Pension (Atlanta), UFCW Northern California Joint Pension Trust, Western Pennsylvania Teamsters & Employers.
For more information, please contact us and a representative from NEPC will get back to you.
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