| NISA - 2024 Pension Derisking

LEAD SPONSOR

Cheryl Hanson
Managing Director, Client Services

Email: cheryl.hanson@nisa.com
Phone: (314) 721 - 1900
Address: 7676 Forsyth Blvd Suite 1100, St. Louis, MO 63105

NISA is a registered investment adviser managing $462 billion in investment-grade fixed income, derivative overlay and equity investments for some of the largest institutional investors in the U.S. As of March 31, 2024, NISA managed $284 billion in physical assets + $178 billion in derivatives notional value. $20.2 billion in repurchase agreement notional and underlying assets are reported in both physical assets and derivatives notional value under management.

Pensions & Investments’ (P&I) 2023 Largest Money Managers rankings listed NISA as Largest Manager of U.S. Institutional LDI Assets and Largest Manager of Overlay Assets as of December 31, 2023; published on June 10, 2024.¹ NISA was also named a 2023 Greenwich Quality Leader for Overall U.S. Institutional Investment Management Service Quality on February 14, 2024. This marks the tenth straight year that NISA was recognized by Greenwich as an asset manager who distinguishes themselves from competitors by delivering superior levels of client service that help institutional investors achieve their investment goals and objectives. To rank asset managers, between February 2023 and November 2023, Coalition Greenwich conducted interviews with 708 institutional investors from 575 of the largest tax-exempt funds in the U.S.²

For the past three years, NISA has been named a Best Place to Work in Money Management by Pensions & Investments (P&I). The data for the survey was collected from P&I’s anonymous surveys of employees from July 18, 2023 through August 8, 2023 and published on December 11, 2023.³

NISA recently celebrated their 30th anniversary, is 100% employee-owned and based in St. Louis, Missouri.

For more information, visit www.nisa.com and follow NISA on LinkedIn.

_Sources:

_{1. Rankings were based on U.S. institutional, tax-exempt assets managed internally (covered for overlay). NISA paid a standard fee to access the full set of data published by P&I. Some 411 investment management firms responded to the online questionnaire. To qualify, a firm must manage assets for U.S. institutional tax-exempt clients, such as qualified retirement plans, endowments or foundations, and answer the minimum required questions. Other survey participants may have reported overlay strategies on a basis other than notional values and, as such, direct comparison and rankings may not be appropriate. Visit www.pionline.com for more details, including past rankings and methodology.}

_{2. Between February and November of 2023, Coalition Greenwich conducted interviews with 708 institutional investors from 575 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. No compensation was paid by NISA in connection with obtaining or using this ranking. NISA was one of three 2023 recipients. Rankings do not represent any one client’s experience because they reflect an average of experiences of clients who chose to participate. Visit www.greenwich.com for more details, including past rankings and methodology.}

_{3. Pensions & Investments worked with Best Companies Group to conduct a two-step process for ranking participating firms. To participate, a firm had to have at least 20 employees in the U.S., have at least $100 million of discretionary, institutional assets under management or advisement and be in business for at least one year. The data for the survey was collected from July 18, 2023 through August 8, 2023. Participating firms completed a questionnaire on firm’s policies, practices, benefits and demographics. Additionally, employees at participating firms were emailed an engagement and satisfaction survey. NISA paid a standard fee for use of P&I’s Best Places to Work in Money Management logo.}

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