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Discretionary/OCIO

At NEPC, we offer an exceptional and time-tested OCIO capability, providing clients the peace of mind that comes with knowing their investment program is in the hands of dedicated experts who will make and implement the best investment decisions for them.

Our outsourced CIO team takes a long-term view when managing client investment programs, but doesn’t lose sight of shorter-term opportunities and threats. Our long-term approach can capture macro trends while our shorter-term view helps us find mispriced assets or rebalance during significant market volatility to capture opportunities and manage threats.

When you work with us, you get:

  • An independent discretionary fiduciary offering unbiased investment management with no hidden incentives
  • A boutique consulting experience backed by the experience and resources of a large investment research firm
  • A customized investment program that uses NEPC’s scale to capture potential fee savings from investment managers, asset custodians and other vendors
  • Strong governance and daily valuation capabilities (1) for enhanced oversight of your investment program
  • A cutting-edge technology platform to safeguard your interests and improve efficiency
  • An experienced OCIO team overseeing $17.2 billion in assets across 49 clients and 89 investment programs. (2)

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(1) Proxies may be used for illiquid assets 
(2) Statistics as of 6/30/2018

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