Buyer's Guide
NEPC, LLC
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2011 |
| Number of relationship managers/sales people | 13 |
| Number of portfolio managers | 0 |
| OCIO percentage of total firm revenue | 9% |
| AUM full discretion | $6.2B |
| Number of full discretionary clients | 30 |
Discretionary assets by fund type
| Defined Benefit | $5B |
| 401(k), 403(b), other DC | $46M |
| Endowments/Foundations | $821M |
| Health Care Pools* | $146M |
| Other | $174M |
| *Board designated, funded depreciation. | |