NEPC
Defined Benefit
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 109 corporate clients, with total assets in excess of $121 billion. We feature the largest Corporate Fund performance measurement universe with 3,087 portfolios and assets of $174 billion.

A sampling of our corporate clients includes Advance Publications, AMETEK, Inc., Applera Corporation, Blue Cross/Blue Shield of MA, Bose Corporation, Cardinal Health, Christus Health, Cooperative Banks (CBERA), Detroit Medical Center, Energen Corporation, EPCO, Inc. Hasbro, Inc., Henry Ford Health System, Iberdrola USA Management, Invensys (Siebe, Inc./BTR), Interpublic Group of Companies, Lehigh Hanson, National Grid, Ocean Spray Cranberries, Parker-Hannifin Corporation, Revlon, Standex International Corporation, Textron, Inc., Toyota Motor Manufacturing, and White & Case, LLP.

Public Funds

We have extensive experience working with Public Funds. NEPC currently services 48 public fund clients, with total assets in excess of $142 billion. We have the largest Public Fund performance measurement universe with 3,714 portfolios and assets of $842 billion.

We currently work with the states of Arizona, Louisiana, Oklahoma, New Hampshire, New Mexico, South Carolina, Vermont and Wyoming. Our municipal clients include the Arizona State Public Safety Personnel Retirement System, the City of Detroit General Retirement System, the City of Boston Trust Funds, the City of Dearborn, Michigan, both the City and County Uniformed Retirement System of Fairfax, Virginia, the Town of Greenwich, Connecticut, Dallas Police & Fire Pension System, 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, Orlando General Employees Pension System, the Philadelphia Housing Authority, MaBSTOA, the Baltimore County Employees' Retirement System, the Metropolitan Transit Authority, the Texas Permanent School Fund, and several 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 51 retainer clients with over $23 billion in assets. We feature the largest Taft-Hartley Fund performance measurement universe with 1,178 portfolios and assets of $31 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 797, Desert States UFCW Pension Fund, FELRA and UFCW Pension Fund, IBT Locals 111 and 854, IUOE Local 324, MEBA Benefit Plans, Michigan Carpenters' Pension Fund, New York Hotel Trades Council, Operating Engineers Local 12, Rocky Mountain UFCW and Denver Meat Cutters Pension Funds, Southern California IBEW NECA Trust, 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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