NEPC is an investment consulting firm that provides advice to help clients meet their financial goals. They offer services such as developing investment policies, asset allocation studies, manager and custodian searches, and performance reports. NEPC generally recommends third-party investment managers rather than managing individual stocks or bonds. For some clients, NEPC provides discretionary or Outsourced Chief Investment Officer (OCIO) consulting services.
Fee Structure
NEPC offers discretionary services where they implement their investment advice. The fees for these services generally range from 0.10% to 0.50% of the total value of your portfolio per year. The exact fee depends on the amount of assets, the types of investments, and the level of service you want.