Introductions

NEPC uses a variety of databases in its proprietary manager search process, including our ICC database, the eVestment Alliance (eA) database, and Morningstar. In addition, we maintain an internal database which houses all of our Due Diligence data, including our one-on-one manager meeting write-ups, investment theses, and key historical data regarding products, personnel, organizational changes and our own 48-hour notification letters.

For Traditional Investment strategies, to be included in NEPC’s initial investment manager screening process, be sure that your firm’s eVestment Alliance data is accurate, complete, and updated on a quarterly basis. For Alternative strategies, we work directly with firms to gather qualitative and quantitative information.

We welcome the opportunity to get to know you. We do request that you help us use our time, and yours, most efficiently. We receive many calls and emails from investment managers and we strive to be responsive to each one. To facilitate this process, if you are introducing your firm to NEPC, please work through our Research Coordinators (see contact information below) rather than calling the Research Consultants or Analysts directly. Thank you for your consideration in this important matter.

Please contact the NEPC Research Department at (617) 395-7395 or research@nepc.com. You can also introduce your firm to us by completing the following form.

You can also introduce your firm to us by completing the following form.

Name (required)

Email (required)

Company (required)

Type of Organization Select One… Traditional ManagerAlternative ManagerEmerging Manager

Phone (required)

Fax

Website

Address (required)

Address 2

City (required)

State/Province (required)

Postal Code

Country (required)

Products Offered
List the products you offer separated by commas or returns