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Asset Allocation

Multifaceted, Customized, Risk-controlled

Along with leveraging our dedicated research group of asset class experts, NEPC uses some of the most sophisticated and comprehensive asset modeling capabilities in the industry to customize each client’s investment program.

After a careful analysis of your objectives and constraints — cash flow projections, risk aversions, rate of return requirements, permissible asset classes, and any unique policy or regulatory considerations — we simulate various combinations of asset classes and investment strategies. Employing a multifaceted approach that integrates several asset allocation models, mean-variance optimization, risk budgeting, scenario analysis, liquidity analysis, portfolio structuring, and factor analysis, we identify those allocations and strategies that represent the most efficient risk-return tradeoffs.

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