NEPC
Emerging Managers

NEPC's Emerging Manager Policy goal is to find the best managers available for our clients regardless of ethnicity, race, gender or assets under management. We recognize the importance to many of our clients of promoting diversity within their investment program and work diligently to uncover qualified firms for them to consider. We have placed a number of small and emerging managers, particularly minority and women-owned managers with our clients. Our clients have given some of these firms their first accounts. We actively monitor over 150 emerging managers, while leveraging a database of over 450 firms, and work with more than thirty emerging managers in current client relationships.

Our overall search process is designed to ensure inclusion of any qualified emerging firm including minority or women-owned firms. Specifically,

  • We maintain an open door policy, ensuring that our manager search staff is accessible.
  • We have a three-person team responsible for researching minority, emerging, and women-owned firms; led by a partner at NEPC.

    Doris V. Ewing, CAIA
    Partner

    • Twenty-eight years investment experience
    • Previous affiliations: W.R. Lazard & Co.; Segal Advisors, Inc.; Washington DC Retirement System; A. G. Becker/SEI Corporation
    • MBA, DePaul University; BS, University of Illinois

    Donna Szeto, CFA
    Research Consultant

    • Twelve years investment experience
    • Previous affiliations: Fidelity Investments; Mellon Financial Corporation; Wells Fargo Bank
    • BA, Harvard University

    Kim Kaczor
    Analyst

    • Eight years investment experience
    • Previous affiliations: Oppenheimer & Co.; WILMOCO
    • Bachelors of Business Administration in Finance, Eastern Michigan University; CFA candidate
  • Additionally, our Research Group of over 30 professionals in conjunction with NEPC’s Consultants include emerging managers as part of our integrated research process where those firm’s strategies meet our criteria for non-emerging manager searches.
  • We track a large number of emerging managers that are minority and/or female owned through the eVestment Alliance (eA) database, referrals from our clients, and managers known to us.
  • We are active participants and avid supporters of organizations, such as the National Association of Security Professionals (NASP), which have focused their support on minority and women owned firms.

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