Company Overview
NEPC, LLC is a leading independent investment consulting firm established in 1986. Renowned for its innovative, research-driven investment solutions, the firm serves over 400 clients, managing approximately $1.7 trillion in total assets. NEPC operates from eight offices globally, including prominent cities such as Boston, Atlanta, London, and San Francisco. The firm is dedicated to crafting customized and enduring investment solutions with a team of over 360 investment professionals.
Key Offerings and Clientele
NEPC provides comprehensive investment consulting services with a focus on:
- Endowments & Foundations
- Healthcare
- Defined Contributions
- Insurance
- Taft-Hartley
- Corporate Defined Benefit
- Public Funds
- Private Wealth
The firm emphasizes a client-centric approach, promoting long-term financial sustainability through meticulously curated investment programs.
Leadership and Expertise
NEPC's leadership team is comprised of highly experienced professionals:
- Michael P. Manning, CFA, CAIA: Chief Executive Officer based in Boston, MA. With an investment career starting in 1993, Manning brings extensive experience and strategic direction to NEPC.
- Samuel M. Austin, III: Partner and Executive Committee Member based in Moraga, deeply involved in impact investing and diversity, equity, and inclusion (DEI) initiatives.
- Joshua Beers: Partner and Head of Private Equity Investments located in Boston, MA. He leads NEPC's Private Markets Research Group and is focused on integrating advanced technologies like artificial intelligence into NEPC’s offerings.
- Margaret Belmondo, CIMA®: Partner and Head of the Public Fund Practice Group based in Greater Philadelphia, leading the Public Fund Team and promoting the alignment of pensions with strategic objectives.
Strategic Insights
As a thought leader in the investment consulting field, NEPC actively publishes research and insights on emerging market trends. The firm frequently features in industry discussions on topics such as private market deals and technological impacts on investment strategies. NEPC shares a wealth of surveys and market analyses to guide its extensive client base.
Industry Contributions and Future Outlook
NEPC is recognized for its commitment to diversity and innovation, evidenced by its leadership composition and strategic market positioning. The firm remains actively engaged in industry discourse and rigorous research, positioning itself as a vital partner for institutional and private clients seeking forward-thinking investment solutions. NEPC aims to expand its influence in emerging investment sectors while enhancing its services through technological advancement and a client-first approach.
Competitive Landscape
NEPC faces competition from notable firms such as:
- Arnerich Massena: Known for wealth management and retirement planning, recently merged with Coldstream Capital Management.
- AndCo Consulting: Offers customized institutional consulting and has enhanced its capabilities through a merger with Mariner Wealth Advisors.
- eCIO: Specializes in providing cost-effective investment programs tailored for nonprofits.
Financial Performance and Technology
NEPC reportedly generates an annual revenue of approximately $147.8 million, employing around 572 people. The firm's technological infrastructure includes platforms like Ultimate Software, Shopify, Office 365, Yoast SEO, and Google Tag Manager, facilitating efficient operations.
Market Positioning
Strategically positioned among premier firms such as BlackRock, NEPC provides comprehensive financial services and unbiased advisory solutions. Its independence and advanced investment strategies cater to the needs of client-centric industries and individual investors.
Strategic Partnerships and Acquisitions
NEPC explores alliances and acquisition opportunities to enhance its market presence and service offerings.
Contact Information
Headquarters: 225 Franklin Street, 29th Floor, Boston, MA 02110
Phone: (617) 374-1300
Fax: (617) 374-1313
Website: [NEPC, LLC](https://www.nepc.com/)
Potential clients and partners may reach out through the website or directly via provided communication channels for inquiries regarding NEPC's investment solutions.
