December 7 | 12 pm | For Agencies
You are invited to join us for a Zoom meeting with NEPC. NEPC will present on their firm, investment philosophy, and research capabilities and be available to answer any questions you may have about their firm. Register for the NEPC informational session.
NEPC is based out of Boston with an Atlanta office. NEPC manages over $1.1 trillion dollars. They have a specialized subgroup dedicated to foundations and endowments and work with other community foundations and federations. The subgroup manages $88 billion in assets across 146 organizations. NEPC will provide a customized investment solution for the Foundation with a high level of customer service. The task group examined investment philosophy, relationship management team, track record, research capabilities, ability to get exposure to alternative investments, the firm itself, any conflicts of interest, and fees. NEPC scored well in all areas.