Samuel M. Austin III

Partner at NEPC LLC

Samuel M. Austin III

Samuel M. Austin III

Partner at NEPC LLC

Biography

Sam joined NEPC in 2017, bringing over 29 years of investment experience to our firm. He is a member of the NEPC Impact Investing Committee. Sam has extensive experience advising public funds on asset allocation, investment policy, risk budgeting, manager selection and trustee education. For the five years prior to joining NEPC, Sam was Senior Vice President at FIS Group where, as a member of the Investment Committee, he advised some of the nation’s largest public funds on asset allocation and manager selection within their emerging manager programs.

Prior to FIS Group, Sam spent almost 10 years at Virtus Investment Partners where he advised institutional investors on the use of structured debt and liquid alternatives. Sam was a member of the CEO’s Executive Committee, helping to plan and execute the successful spinout of the asset management arm of Phoenix Insurance into an independent publicly traded company. Previously, Sam was a Principal and Team Leader at Barclays Global Investors, where he facilitated the implementation of risk budgeting and asset allocation decisions for clients. He began his investment career as a Portfolio Strategist in the quantitative equity group at Bankers Trust Company, where Sam was responsible for consulting with clients on investment strategy in addition to his portfolio management and product development responsibilities.

Sam earned both his M.B.A. in finance and B.S. from Boston University.

Overview
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Founder at Xponance, Inc.

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Partner at NEPC LLC

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Partner, Director of Global Research at NEPC LLC

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Partner at NEPC LLC

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Partner & Director of Private Markets Research at NEPC LLC

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Partner at NEPC LLC

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Partner at NEPC LLC

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Partner at NEPC LLC

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Director of Consulting Services, Partner at NEPC LLC

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President & Chief Operating Officer at Xponance, Inc.

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Samuel M. Austin III
Partner at NEPC LLC
Education

Boston University (most commonly referred to as BU) is a private research university located in Boston, Massachusetts. The university is nonsectarian, but is historically affiliated with the United Methodist Church. The university has more than 4,000 faculty members and 29,000 students,and is one of Boston's largest employers. It offers bachelor's degrees, master's degrees, and doctoral degrees, and medical and dental degrees through 18 schools and colleges on two urban campuses. The main campus is situated along the Charles River in Boston's Fenway-Kenmore and Allston neighborhoods, while the Boston University Medical Campus is in Boston's South End neighborhood. BU also operates 75 study abroad programs in over 33 cities in over 20 countries and has internship opportunities in 10 different countries (including the United States and abroad).

Career History
Partner
2017 - Current

NEPC LLC is an American private company located in Boston, MA, that provides investment research.The company says this about itself: NEPC is an independent investment consultant and private wealth advisor, serving 391 retainer clients and $1.1 trillion in total assets. Combining a proprietary research team dedicated to the long-term challenges facing investors with our unique client-centric model, NEPC builds forward-looking investment portfolios for healthcare institutions. NEPC serves 46 healthcare organizations, representing more than $114 billion in assets.

Senior Vice President & Director of Marketing & Client Service
2012 - ?

FIS Group specializes in providing discretionary, multi-manager portfolios for institutional clients across a range of asset classes. The firm's product offerings include both separately managed account and commingled fund options. FIS also offers tactical completion strategies in which a client designated percentage of a separately managed account can be managed and traded internally.FIS' product offerings include: US All Cap Core, US All Cap Core with Tactical Overlay, US Small Cap Core, US Small Cap Core with Tactical Overlay, US Small Cap Growth with Tactical Overlay, Global Equity, Global Equity with Tactical Overlay, Non-US Equity, Non-US Equity with Tactical Overlay, Non-US Small Cap Equity, Non-US Small Cap Equity with Tactical Overlay, EAFE, EAFE with Tactical Overlay, Emerging Markets Equity, Emerging Markets Equity with Tactical Overlay, Frontier Markets Equity, and Frontier Markets Equity with Tactical Overlay.The firm's multi-manager strategies primarily focus on the selection and monitoring of portfolio managers who purchase securities and/or invest in private funds. Their objective is to provide above benchmark, risk controlled returns, using portfolio managers who employ diverse investment strategies and are active across different market segments. Portfolio manager selection is based on manager performance in different market cycles, as well as investment criteria established by each client.Through their Tactical Overlay strategies, FIS invests primarily in ETFs that offer some or all of the exposure to countries, geographic regions, and/or business sectors that their research indicates as desirable in order to balance an account’s overall market exposure.FIS provides investment advice and management to the FIS Family of Funds LP and the FIS Group Offshore Funds SPC, Ltd., their US and non-US commingled investment funds. Each fund is comprised of strategies in the following asset classes: Frontier Markets, Global Equities, and Emerging Markets.

Executive Managing Director
Prior

Virtus Investment Partners, Inc. became an independent, publicly traded asset management company listed on the NASDAQ Global Market under the symbol “VRTS” upon completion of its spin-off from The Phoenix Companies, Inc. on December 31, 2008. We are a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We have built our business with a commitment to thoughtfully providing investment solutions and adhering to the highest standards of product quality, operational excellence and fiduciary responsibility. The employees and management team of Virtus are focused on enhancing stockholder value by building upon these strengths and capitalizing on the opportunities we see in the marketplace

Boards & Committees
Member, Investment Committee
2012 - Prior

FIS Group specializes in providing discretionary, multi-manager portfolios for institutional clients across a range of asset classes. The firm's product offerings include both separately managed account and commingled fund options. FIS also offers tactical completion strategies in which a client designated percentage of a separately managed account can be managed and traded internally.FIS' product offerings include: US All Cap Core, US All Cap Core with Tactical Overlay, US Small Cap Core, US Small Cap Core with Tactical Overlay, US Small Cap Growth with Tactical Overlay, Global Equity, Global Equity with Tactical Overlay, Non-US Equity, Non-US Equity with Tactical Overlay, Non-US Small Cap Equity, Non-US Small Cap Equity with Tactical Overlay, EAFE, EAFE with Tactical Overlay, Emerging Markets Equity, Emerging Markets Equity with Tactical Overlay, Frontier Markets Equity, and Frontier Markets Equity with Tactical Overlay.The firm's multi-manager strategies primarily focus on the selection and monitoring of portfolio managers who purchase securities and/or invest in private funds. Their objective is to provide above benchmark, risk controlled returns, using portfolio managers who employ diverse investment strategies and are active across different market segments. Portfolio manager selection is based on manager performance in different market cycles, as well as investment criteria established by each client.Through their Tactical Overlay strategies, FIS invests primarily in ETFs that offer some or all of the exposure to countries, geographic regions, and/or business sectors that their research indicates as desirable in order to balance an account’s overall market exposure.FIS provides investment advice and management to the FIS Family of Funds LP and the FIS Group Offshore Funds SPC, Ltd., their US and non-US commingled investment funds. Each fund is comprised of strategies in the following asset classes: Frontier Markets, Global Equities, and Emerging Markets.

Other Affiliations

Samuel M. Austin III is affiliated with NEPC LLC, Xponance, Inc., Virtus Investment Partners, Inc., Xponance, Inc.

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