Leadership Momentum Recent Executive Appointments and Recognition signal strong leadership and credibility in the institutional space, presenting an opportunity to engage on strategic partnerships, CIO advisory services, and OCIO solutions aligned with NEPC's expanded leadership team.

AUM Growth Potential With over 1.9 trillion in assets under advisement and continued leadership changes, there is potential to cross-sell enhanced fiduciary and outsourced investment capabilities, including OCIO, defined contribution strategies, and pooled employer plan (PEP) solutions.

Strategic Product Launch The May 2026 Stratum One PEP launch offers a doorway to discuss onboarding, vendor management, and retirement plan administration efficiencies for plan sponsors seeking scalable, compliant OCIO and DC solutions.

Tech-Driven Delivery NEPC’s technology stack (Azure, Tableau, Dynamics, Jira, DocuSign) suggests openness to digital client experience enhancements, data analytics services, and automated reporting, creating sales opportunities for client portals, analytics packages, and workflow integrations.

Talent as Value A robust, diverse team and ongoing hires in leadership and DC/Vendor Management indicate a potential fit for consulting partnerships, training programs, or selective specialty services to support governance, risk management, and advisor productivity initiatives.