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FundFire: NEPC Streamlines Manager Ratings with New Numeric System

April 11, 2018 / by NEPC

Investment consultant NEPC has rolled out a new investment manager rating system, which mirrors how other consultants gauge firms for their recommended and vetted lists.

Through the new approach, NEPC has switched to a numeric rating system instead of a qualitative name-rating method. The new approach “gives more clarity in terms of what our view is and where we stand on each product,” said Dulari Pancholi, a principal and senior consultant of hedge fund research at NEPC, during an NEPC investment manager webinar late last week.

The new system rates managers from one to five and uses descriptive titles. One is also known as “legacy preferred,” which is the highest rating a manager can receive. Managers from the old rating system classified as “preferred” are grandfathered into the “legacy preferred” category.

Read the full story on FundFire's website here.

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Topics: Research, Press Coverage

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