Our mission is to deliver investment strategies that help you preserve and grow your capital across market cycles and regimes. Our greatest strengths are our open minds, relentless curiosity, and diversity in thought and experience.
Our private ownership structure allows us to offer you unbiased investment advice, and the highest levels of service and transparency.
Meet Our Investment Team
In an evolving market environment, we focus on disciplined investment research, active insight, and prudent risk management to help our clients fulfill their missions.
Sarah Samuels, CFA, CAIA
Partner, Chief Investment Officer
Research Solutions
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.
Our
experienced
team
of
advisors
uses
an
array
of
tools
and
analyses
to
better
understand
the
risk
exposures
and
manager
styles
of
your
investment
mix.
Our
goal
is
to
implement
a
balanced
and
diversified
asset
allocation
strategy
to
enhance
the
collective
performance
of
your
portfolio.
We
have
specialists
dedicated
to
every
hedge
fund
category,
including
credit,
equity,
event-driven
and
macro
direct
funds,
and
funds-of-funds.
Our
services
run
the
gamut
from
manager
search
and
operational
due
diligence,
to
portfolio
construction
and
implementation.
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.
We
craft
enduring
investment
solutions
across
publicly-traded
markets
and
the
active-to-passive
spectrum
to
help
maximize
your
long-term
returns
within
your
risk
tolerance.
Using
proprietary
quantitative
and
qualitative
metrics,
we
look
beyond
past
performance
to
identify
differentiated
investment
products
and
styles
in a
crowded
marketplace.
We
are
dedicated
to
finding
innovative
investment
solutions
across
private
equity
and
debt
markets
to
support
your
specific
long-term
financial
objectives
and
risk
tolerance.
Our
actionable
investment
strategies
range
from
buyouts,
direct
lending,
venture
capital,
to
fund
of
funds,
distressed
debt,
opportunistic
credit,
secondaries,
and
mezzanine
debt.
We
actively
evaluate
real
assets,
including
real
estate,
energy,
renewable
energy,
infrastructure
and
natural
resources,
for
actionable
best-in-class
investment
ideas
across
public
and
private
markets
and
liquid
and
illiquid
securities.
We
collaborate
with
you
to
build
real
assets
portfolios
that
meet
your
investment
goals,
while
employing
a
rigorous
manager-selection
process
encompassing
first-time
funds
and
seasoned
money
managers
the
world
over.
Featured Research
NEPC’s 2024 Annual Investment Letter: The Past is Prologue
At NEPC, we believe our key market theme of permanent interventions will dominate this year, with the understanding that fiscal stimulus will likely lead the way, given the limited wiggle room for monetary policy with rates already at zero or even negative territory.
Related Insights
Get in Touch
Interested in learning more about NEPC and our investment solutions? Contact us.