New England Pension Consultants Inc.
1 Main St., E. Arcade, Cambridge, MA 02142; phone: (617) 374-1300; fax: (617) 374-1313; www.nepc.com
Services provided:
Overall development of investment policies/objectives
Overall development of appropriate asset allocation
Manager selection: U.S. investments, global/international, private equity/venture capital, hedge funds, derivatives, alternatives
Performance measurement: U.S. investments, global/international, private equity/venture capital, hedge funds, derivatives, alternatives
Manager database:
Equity managers 614
Fixed-income managers 298
Other 193
Tax-exempt institutional clients with plan assets exceeding $50 million:
Worldwide retainer clients 120
U.S. retainer clients 120
Corporate fund clients 47
Public fund clients 25
Union fund clients 20
Foundation/endowment clients 28
No. of defined benefit plans 84
No. of defined contribution plans 31
Worldwide non-retainer clients 10
U.S. non-retainer clients 9
Corporate 2
Public 2
Foundation/endowment 4
Union 1
Professional consultants 19
Fees: Hard dollars
Client contact: Richard Charlton
