The ICC

meeting at table

NEPC is the lead firm among 13 distinguished consultancies that make up the Independent Consultants Cooperative (ICC), a group that collectively consults to 10% of all institutional assets in the U.S. In partnership with State Street Corporation, the ICC has produced one of the most comprehensive universe comparative databases in the industry and employs the most sophisticated performance analysis tools available.

That of course translates into a distinct advantage to the clients of member firms.

These technological resources and access to this unique universe of sound, relevant data expand NEPC’s grasp of the market environment and enhance our ability to provide superior guidance.

ICC performance universe specifics:

  • 19,555 client portfolios
  • 951 Total Funds (Investment Programs)
  • $1.9 trillion in assets
  • 1,186 different money managers
  • All sponsor and fund types are represented
  • Consists of actual “live” plan sponsor portfolios, not mutual funds or any type of manager-supplied data such as “house” numbers or firm composites

ICC universe by client type:

  • Corporate

    • 3,616 client portfolios
    • $253 billion in assets

  • Endowments and Foundations

    • 4,604 client portfolios
    • $140 billion in assets

  • Public Funds

    • 4,640 client portfolios
    • $1.1 trillion in assets

  • Taft-Hartley

    • 1,404 client portfolios
    • $49 billion in assets
25 years