Outsourced Services

A Continuum of Service Arrangements

We recognize that each client has specific, unique needs. That’s why we offer a service model that allows you to choose the precise balance of control and convenience you prefer. Our service options, which range from advisory guidance to independent outsourced management, are characterized by a flexible continuum of options rather than strictly defined categories. Importantly, all of our services are offered in an independent manner.

Traditional Consulting Services

Since our inception 25 years ago, many of our clients have chosen full-service retainer relationships, which feature:

• An extraordinary service commitment
• Ready access to our staff and research resources
• A high level of direct client interaction
• Comprehensive investment consulting services

Expanded Offerings

More recently, clients have requested additional, more in-depth portfolio management and administration services. To accommodate our clients’ evolving needs, we have expanded our offering to include Delegated and Discretionary services.

Delegated Services

NEPC’s Delegated Services consist of two distinct components. First, we enhance our traditional consulting by providing clearly defined, well researched investment recommendations for your approval. Once you approve changes in your investment program, we implement your decisions through our turnkey back-office administrative capability. By taking on these added responsibilities, we are able to execute transactions for your portfolio in a more timely manner – which improves the overall efficiency of your investment plan and may result in better performance.

Discretionary Services

By designating NEPC as an independent discretionary fiduciary, you authorize us to provide seamless and unbiased oversight of your investments. This allows you to take full advantage of our proven expertise in proactive service, asset allocation, manager selection, and outsourced administration. It also allows you to focus more on the high priority issues within your organization.

NEPC's Discretionary Services leverages our industry-leading in-house capabilities and our talent at selecting best-in-class partners. While past performance is no guarantee of future success, our clients have collectively outperformed national medians in 22 of our 25 years of existence*.

 

*As represented by the median fund in the $1.9 trillion ICC universe.