SP

Scott F. Perry

Partner, Head of Portfolio Strategy at NEPC

Scott joined NEPC in 2006, with investment experience dating back to 2001. Scott is the Head of Portfolio Strategy for the Discretionary Team that strategically builds, maintains, and opportunistically adjusts discretionary client portfolios. Scott works with NEPC’s client teams to understand objectives and communicates these with NEPC’s Discretionary Committee. Previously, Scott was a long-tenured member of the Endowment and Foundation team at NEPC and most recently was the Co-Team leader.

Scott chairs the firm’s Discovery Committee which is focused on identifying niche investment ideas for clients. He is also a senior member of the Alternative Assets Committee, Impact Investing Committee, Retirement Committee, and Diversity & Inclusion Board. He is a significant contributor to the firm’s Impact investing efforts, which include strategy development and manager research. He has helped clients in assessing SRI, ESG, and thematic strategies that best align with their respective missions.

Scott has authored white papers on Impact investing and the Endowment Model. In 2016, Scott was recognized by CIO magazine in their edition titled “The Knowledge Brokers” as one of the world’s most influential investment consultants. Scott is a frequent speaker at industry conferences, where he generally is asked to speak about the Endowment Model, Alternative Investments, and Impact Investing. He is frequently featured and quoted in industry publications including Bloomberg, Institutional Investor & Pensions & Investments.

Prior to joining NEPC, Scott served as an analyst at Ashton Partners and Putnam Investments.

Scott received his M.B.A. from Babson College and his B.S.B.A. in Management from Bucknell University. Scott became a Chartered Alternative Investment Analyst (CAIA) designee in 2008.

Scott is on the Leadership Council of Year Up Boston, an organization that provides a one-year, intensive training program for talented and motivated, yet under-served young adults. Scott is also a board member of “e” Inc. an environmental science learning and action center that serves the Boston Public Schools.

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Timeline

  • Partner, Head of Portfolio Strategy

    March, 2006 - present

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