A Rigorous, Proprietary Process
We believe that identifying managers that can meet a fund’s objectives is one of the most important roles of an investment consultant.
Our proprietary process begins with documenting the reasons for the search, taking note of each client’s specific needs, objectives, and sensitivities. NEPC has developed minimum criteria for each asset class, and we monitor a variety of internal systems and databases, including eVestment Alliance (eA), and Morningstar to find and track managers that can meet them.
We employ two more unique resources: our own NEPC database, housing all of our Due Diligence data, and our proprietary Performance Analytics Statistical Software (PASS) system, which allows our analysts to compare investment returns on an “alpha”-only, net of fees basis with other key performance indicators.
We review candidates objectively and methodically and can then assist with the interview process to help you make the most informed decision possible.