Financial PR Case Study: NEPC | Vested

Future Fundamentals of Investing

Brief &

NEPC was looking to break into top-tier media with a refreshed thought leadership position. It required a campaign that could target key institutional investors and high-net-worth investors.

Vested created Future Fundamentals – a bold campaign to sit at the heart of the business and define the future of investing. It provides a source of content, thought leadership and debate for NEPC clients to help them stay one step ahead . Hosted on the NEPC website, it brings together thoughts on how sustainability, diversity & inclusion and innovation are changing the investing landscape. The campaign was a fully integrated launch is underway including email marketing, building out collateral, earned media and social media.

Digital & Print

Vested secured NEPC coverage in The Financial Times,, and PLANSPONSOR.

An article by Kristine Pelletier, Partner and Co-Head of the Impact Investing Committee at NEPC, featured on, mocked up on a MacBook.

An article by Kristine Pelletier, Partner and Co-Head of the Impact Investing Committee at NEPC, featured on


Vested successfully broke NEPC into the top-tier, securing interviews with Financial Times, Reuters and Bloomberg. We also secured them a full-feature in Plansponsor, a key target for NEPC, as well as a lead-gen email campaign that resulted in 214+ sign ups for Future Fundamentals content and 3,969+ page views in just one month.

In addition, Vested secured NEPC an Op-Ed in Wealth Management announcing their new thought leadership position, which they promoted on LinkedIn to elevate the profile of the core spokesperson. Q4 activations included speaking engagements, custom research and continued proactive outreach.


Logo for Wealth in blue, white and black text.