Scott F. Perry, CAIA


Scott joined NEPC in 2006, with investment experience dating back to 2001.  Scott is a member of NEPC’s Endowment and Foundation consulting practice.  As a result, Scott’s expertise is in asset allocation and portfolio construction, modeling and implementation of spending based asset allocation studies, and evaluation and selection of alternative investment managers.  He chairs of the Discovery Committee, is a senior member of the Impact Investing Committee, a member of the Alternative Assets Committee, and a member of the Small & Mid Cap Equity Advisory Group.  He is a significant contributor to the firm’s Impact investing efforts, which include strategy development and manager research. He has helped clients in assessing ESG, MRI and PRI strategies that best align with their respective missions.

Scott has authored white papers on Impact investing and the Endowment Model.  In 2016, Scott was recognized by CIO magazine in their edition titled “The Knowledge Brokers” as one of the world’s most influential investment consultants. Scott is a frequent speaker at industry conferences, where he generally is asked to speak about the Endowment Model, Alternative Investments and Impact Investing.  He is frequently featured and quoted in industry publications including Bloomberg, Institutional Investor & Pensions & Investments.

Prior to joining NEPC, Scott worked at Ashton Partners and Putnam Investments.

Scott received his M.B.A. from Babson College and his B.S.B.A. in Management from Bucknell University.  Scott became a Chartered Alternative Investment Analyst (CAIA) designee in 2008.  Scott serves as a Mentor and is involved with fundraising at Year Up.

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