Expanding Leadership Recent executive appointments, including the promotion of Sarah Samuels to CIO and the hiring of Tim McCusker as President, indicate a strategic focus on leadership stability and growth, which can be leveraged to introduce customized investment solutions and support their ongoing expansion.

New Product Launch The upcoming launch of Stratum One, a new Pooled Employer Plan set for May 2026, presents an opportunity to offer tailored retirement plan services, technology integrations, and vendor management solutions to support their innovative offerings.

Market Leadership Recognition of Sarah Samuels as one of the most influential women in U.S. finance highlights NEPC's strong reputation and influence in institutional investing, making it a strategic partner for advanced investment analytics, ESG integration, and innovative financial products.

Client Growth Focus With a diverse client base of over 400 entities and assets under advisement exceeding $1.9 trillion, NEPC's focus on personalized investment solutions suggests sales opportunities for specialized consulting services, analytics tools, and digital solutions that support their client-centric approach.

Technology Stack Utilization of advanced tech tools such as Zscaler, Microsoft solutions, and JSON-LD indicates openness to digital transformation, creating an opening for security solutions, data management platforms, and AI-driven investment analytics to enhance operational efficiency.