NEPC, LLC, is one of the country’s leading investment
consulting firms. We service 380 retainer relationships, representing
assets of $1.1 trillion. Headquartered in Boston, Massachusetts,
NEPC has been providing investment consulting services since 1986. Today,
the firm has formal offices in Atlanta, Boston, Charlotte, Chicago, Detroit,
Las Vegas, Portland and San Francisco.
As fiduciaries, as defined by the Employee Retirement Income Security Act of 1974, our primary goal is to provide independent investment advice to safeguard the retirement benefits of members and their families and to ensure the ongoing success of employers’ contributions.
The members of our dedicated Taft-Hartley team have spent most of their careers serving Taft-Hartley plans and clients. They have been instrumental in creating investment strategies with best-in-class managers that are aligned with our clients’ priorities.
are not just investment consultants; we are invested in our clients’ success
with many of our dedicated Taft-Hartley team members coming from families with
ties to labor or management of collectively-bargained plans.
This is what we bring to the table:
proactive philosophy and dynamic asset allocation modeling for Taft-Hartley
clients are centered around sensitivity to the funding criteria of the PPA,
risk management, liability awareness and total return objectives.
low client-per-consultant ratio allows each of our Taft-Hartley professionals
to offer a boutique consulting experience within the umbrella of NEPC’s large
research and asset allocation capabilities.
97% retention rate over the long
term with our Taft-Hartley clients is testament to the quality of our work.
currently serve 58 Taft-Hartley clients and with $50 billion in assets under
Our full suite of investment consulting services includes:
- Investment policy development and risk control
- Asset allocation, both asset-based and liability-driven
which includes risk budgeting, scenario analysis and liquidity analysis
- Alternative assets consulting
- Innovative solutions
- Investment manager and custodian searches
- Performance analysis for the total Fund, each asset class,
and each manager
- Discretionary services
- Client education
Michael D. Cairns, CEBS, Partner
Michael P. Sullivan, Partner
Daniel Runnals, CFA, CAIA, Sr. Consultant
Office: (617) 374-1300
Fax: (617) 374-1313