From investment policy services to client education, manager searches and more, our clients trust our innovative and rigorous solutions to help them make better investment decisions.
A
thoughtfully-conceived
investment
policy
statement
is
an
investment
program’s
blueprint,
defining
its
mission,
implementation
and
governance;
it
is a
roadmap
for
your
portfolio
that
will
serve
you
especially
well
in
volatile
markets.
We
collaborate
with
you
to
not
only
formulate
an
investment
policy
that
supports
your
organizational
and
investment
objectives,
but
also
proactively
and
periodically
review
and
revise
it
to
reflect
any
changes
related
to
you,
your
portfolio,
or
capital
markets.
We
employ
a
rigorous
and
disciplined
process
to
determine
the
optimal
mix
of
assets
to
support
your
individual
investment
goals,
risk
tolerance
and
time
horizon.
We
use
proprietary
tools,
models
and
research
to
construct
enduring
and
diverse
investment
portfolios
that
combine
long-term
strategic
initiatives
with
shorter-term
tactical
allocations.
We
provide
innovative
and
enduring
investment
solutions
across
asset
classes
in
private
and
public
markets.
Our
experienced
and
dedicated
advisors
collaborate
with
you
to
find
strategies
that
support
your
goals,
constraints
and
time
horizons,
and
are
the
best
fit
for
your
portfolio.
We
identify
operational
(non-investment)
risk
factors
that
may
impact
an
investment
manager’s
future
performance,
and
help
clients
mitigate
those
factors.
Our
team
works
independently
from
our
investment
advisors
and
holds
veto
power
to
reject
any
fund.
In
addition
to
evaluating
hedge
fund
strategies,
we
review
other
investment
managers
as
needed
and
undertake
special
projects
for
our
clients.
Our
performance
reports
help
uncover
the
strengths
and
weaknesses
in
your
portfolio
by
isolating
individual
manager
skill
from
market
movements,
asset
allocation
and
rebalancing
decisions.
We
use
advanced
analytics,
standard
and
custom
benchmarks,
and
one
of
the
largest
comparative
performance
universes
in
the
industry
to
enable
impartial
comparisons
and
enhance
understanding
of
the
relative
performance
of
your
investments.
We
help
plan
fiduciaries
choose
qualified
third-party
service
providers
that
fit
the
specific
needs
of
their
plan
or
investment
program.
We
employ
a
comprehensive,
competitive
and
fair
process
to
review
and
negotiate
the
value
of
vendor
services
provided.
Our
scale
allows
us
to
capture
potential
fee
savings
from
vendors
that
can
directly
benefit
you.
Our
goal
is
to
empower
you
to
make
well-informed
investment
choices.
We
use
our
extensive
experience
to
provide
an
understanding
of
investments
and
financial
educational
support.
Our
outreach
takes
many
forms,
including
our
insights
on
markets
and
current
investment
trends,
and
our
hallmark
event,
NEPC’s
annual
investment
conference.
