Multiemployer Magic — Using Tomorrow’s SFA Funding Today
For multi-employer plans yet to receive Special Financial Assistance, it is possible to use the assets you will have tomorrow with the assets you have today.
Customized Investment Solutions
We innovate and deliver for
world-leading organizations.
world-leading organizations.
100% Employee-Owned
Alignment
Being 100% employee-owned, we can afford to focus on our clients' long-term success, building trusted, enduring relationships.
Innovation
Insight
Our long-tenured senior management team brings perspective and unique insights to clients' complicated challenges.
Customization
Collaboration
We work alongside our clients creating custom solutions with a risk-controlled approach that differentiates our client relationships.
Perspectives from
Our Thought Leaders
Valuation Shenanigans Haunt Plans in 2023
Funding rules originally intended to provide contribution relief for corporate pension plans are now having the exact opposite impact, leading to tough decisions for many plans.
Who Reaps the Benefit of Competitive PRT Pricing? A Simple Economic Model
Partial annuity buyout transactions (PRTs) inherently pit two groups of participants against one another – those in the transaction and those remaining within the plan. Fortunately, publicly available bond market data can help measure the potential harm to each group.
NISA by the Numbers
29 yrs
as an institutional asset manager
$469 BN
under management
375+
employees
$249 billion in physical assets + $220 billion in derivatives notional value as of 09/30/2023.
$18.3 billion in repurchase agreement notional and underlying assets are reported in both physical assets and derivatives notional value under management.
Our APPROACH
“We’ve always aimed to do things a little differently.
We are a 100% employee-owned firm,
operating as a genuine solutions provider
and extension of staff
for world-leading asset owners.”
David G. Eichhorn, CFA
Chief Executive Officer and Head of Investment Strategies
Greenwich Recognition for
Quality Leadership
NISA was the recipient of the Coalition Greenwich Quality Leader in U.S. Institutional Management Services in 2022. This was the ninth consecutive year in which NISA has received such recognition. Coalition Greenwich noted that firms receive this recognition for “delivering superior levels of client service that help institutional investors achieve their investment goals and objectives.” Coalition Greenwich interviewed institutional investors for corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.
Source: 2022 Rankings were announced by Coalition Greenwich on February 23, 2023. Between February and November of 2022, Coalition Greenwich conducted interviews with 727 institutional investors from 590 of the largest tax-exempt funds in the United States. No compensation was paid by NISA in connection with obtaining or using this ranking. NISA was one of four 2022 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.
Our People are
Our Most Valuable Asset
NISA’s culture fosters personal and professional growth with access to both experience and expertise. See if a career at NISA is right for you.
