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NEPC Enhances Research Staff with New Director of Traditional Research and Portfolio Construction Team

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry's largest independent, full-service investment consulting firms, today announced the hiring of Sarah Samuels as partner and Director of Traditional Research effective in April 2019. This strategic decision reflects NEPC's commitment to having a world-class Research team to identify differentiated ideas for a variety of clients.

Sarah's background includes recent leadership roles at the Wellesley College Investment Office and Massachusetts PRIM where she gained valuable experience investing across the global capital markets. Sarah also spent time in client service at Wellington Management Company and in portfolio management at Boston Advisors. She will bring additional leadership and a fresh and differentiated investment perspective to NEPC's Traditional Research team, the overall NEPC Research team, and NEPC collectively will benefit from her leadership. "These changes are going to have a powerful impact," said Tim McCusker, partner and Chief Investment Officer. "I believe we will become more efficient through a better structure and more insightful through specialization in Traditional Research and portfolio construction, including innovative ideas from our new team members."

Sarah will join NEPC in April 2019 to allow Tim Bruce, partner and former Director of Traditional Research, to focus on shaping the development of NEPC's new Portfolio Construction team. Tim and his team will be responsible for delivering customized client solutions and addressing client needs. These enhancements align with NEPC's strategic objectives and allow Research to execute on their top priorities and core mission, delivering incredible client service through investment excellence.

Additional updates to NEPC's Research team are expected and will be shared in the coming months.

About NEPC, LLC

NEPC, LLC is an independent, full service investment consulting firm, providing asset allocation, manager search, performance evaluation, and investment policy services. We work with institutional investment programs and private wealth clients on both an advisory and discretionary basis. We service 362 retainer relationships, representing assets of $1.0 trillion1 with approximately $62.0 billion2 in alternative assets, from our offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas, Portland and San Francisco.

Learn more at www.nepc.com.

1 As of 9/30/2018, includes 51 clients with discretionary assets of $17.7 billion.

2 As of 6/30/2018

 

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Endowments and Foundations Bullish on Private Equity in 2019, New NEPC Survey Shows

BOSTON--(BUSINESS WIRE)--NEPC, LLC (www.nepc.com), one of the industry's largest independent, full-service investment consulting firms to endowments and foundations, today announced the results of their latest Endowments and Foundations Survey, a measure of those organizations' views on the economy, investment opportunities, and key market trends. This survey focused on how endowments and foundations view private equity relative to other asset classes, the strength of the U.S. economy, the domestic equity market, and the biggest threats to their portfolio over the next 12 months.

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NEPC Elects New Partners and Announces the Promotion of Principals for 2019

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry's largest independent, full-service investment consulting firms, today announced the election of three new Partners and the promotion of four new Principals effective January 1, 2019. "These individuals have all contributed to the success of NEPC and we fully expect that they will drive the future success of our firm," said Michael Manning, Managing Partner of NEPC. The firm will now have 41 Partners and 16 Principals1.

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NEPC SURVEY: ENDOWMENTS AND FOUNDATIONS HARBOR CONCERNS ABROAD BUT STAY THE COURSE

BOSTON, May 29, 2018 — NEPC, LLC (www.nepc.com), one of the industry's largest independent, full-service investment consulting firms to endowments and foundations, today announced the results of the latest Endowments and Foundations Survey, a measure of those organizations' views on the economy, investment opportunities, and key market trends. This survey focused on endowments' and foundations' attitudes toward events that could impact the global economy, such as trade tensions with China and the return of market volatility.

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NEPC Survey: Endowments and Foundations Optimistic About 2018, See Opportunities Abroad

BOSTON--(BUSINESS WIRE)--NEPC, LLC (www.nepc.com), one of the industry's largest independent, full-service investment consulting firms to endowments and foundations, today announced the results of the latest Endowments and Foundations Survey, a measure of those organizations' views on the economy, investment opportunities, and key market trends. The survey focused on the manner in which endowments and foundations are responding to economic and market changes, from tax reform to the surging interest in cryptocurrencies.

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Foundation & Endowment Report: Healthcare Systems Invest in Niche PE To Gain Returns, Industry Insight

NEPC's Dave Moore recently spoke with Foundation & Endowment Report on a story discussing how hospital systems are increasingly investing in private equity funds focused on the healthcare industry.

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