AUM Growth NEPC oversees over $1.9 trillion in assets under advisement, indicating a strong track record and potential for expanded consulting, OCIO, and outsourced solutions with large institutional clients seeking scalable, research-driven investment advice.

Leadership Momentum Recent leadership appointments including Tim McCusker as President and Sarah Samuels as Chief Investment Officer, along with her Barron's recognition, present an opportunity to engage clients around governance, strategic vision, and high-profile investment leadership.

Strategic Expansion NEPC’s upcoming Stratum One pooled employer plan launch signals a growing capability in retirement solutions and collective investment offerings, suggesting cross-sell opportunities to retirement plan sponsors and defined contribution clients.

Industry Recognition Executive prominence of Sarah Samuels and NEPC’s market visibility can be leveraged to position the firm for new client acquisitions, RFPs, and partnerships seeking credentialed, influence-backed investment leadership.

Talent Pipeline Continual additions to the team (head of DC vendor management, senior consultants) demonstrate a robust talent strategy; this can be parlayed into conversations about enhanced client service, specialized DC/OCIO capabilities, and customized institutional solutions.