Scott F. Perry, CAIA


Scott joined NEPC in 2006, with investment experience dating back to 2001.  Scott co-leads NEPC’s Endowment and Foundation practice. He has expertise in modeling and implementation of spending-based asset allocation studies, portfolio construction and the evaluation and selection of alternative investment managers.  He chairs the firm’s Discovery Committee which is focused on identifying niche investment ideas, is a senior member of the Alternative Assets Committee and is a senior member of the Impact Investing Committee. 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 SRI, ESG, and thematic strategies that best align with their respective missions. Scott is also a member of NEPC’s Diversity and Inclusion Advisory Board.

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 served as an analyst 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 is on the Leadership Council of Year Up Boston, an organization that provides a one-year, intensive training program for talented and motivated, yet under-served young adults. Scott is also a board member of “e” Inc. an environmental science learning and action center that serves the Boston Public Schools.

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