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.
