NEPC, LLC is one of the industry's largest, full-service investment consulting firms, serving more than 400 clients.
Boston, MA
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Last week, NEPC’s Employee Resource Groups brought colleagues together for our Week of Understanding to share stories, learn from one another, and build stronger connections. These photos capture some moments from the week. Thanks to everyone who helped bring the week to life!
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NEPC’s Sarah Samuels, CFA, CAIA Chief Investment Officer, joined @MichaelSantoli on CNBC ‘Closing Bell Overtime’ to discuss the impact of the shifting rate environment across private equity, private credit and hedge funds. Watch the full conversation: hubs.ly/Q04yf2GP0
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Rated note feeders may help insurers manage capital charges, but the underlying investment strategy should come first. NEPC’s Colton Lavin shares his perspective with @SCI_Newsfeed on the benefits and complexities of these structures. Read more: hubs.ly/Q04yd9qj0
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In our latest paper, NEPC’s Matt Maleri explores how a tailored investment consulting relationship can help insurers navigate portfolio challenges, access new investment opportunities, and align their strategies with long-term objectives. Read more: hubs.ly/Q04y4jxc0
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With Treasury yields approaching 5%, could higher rates present an opportunity for investors? NEPC’s Jennifer Appel, CFA explores what’s driving the rise in yields and why now may be the time to revisit duration and safe-haven exposure. Read more: hubs.ly/Q04y1SqX0
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LP secondary sales offer investors a way to manage liquidity, reposition portfolios, and pursue new opportunities. NEPC's Jason Hirschauer explores the key considerations and steps for navigating the secondary sale process in our latest paper. Read more: hubs.ly/Q04x_0CG0
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Outsourcing doesn’t have to be all or nothing. NEPC’s Aaron Chastain spoke with @pensionsnews about growing demand for delegated investment services and how plan sponsors can selectively outsource certain responsibilities. Read more: hubs.ly/Q04xSQTC0
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August brought an improvement for corporate pension plans, supported by positive equity returns and stable liability values. We examine factors that shaped funded status, along with recent developments in the pension risk transfer landscape. Read more: hubs.ly/Q04xFCLy0
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Global markets moved higher in August, but shifting rate expectations, geopolitical tensions and rising commodity prices created a more complex picture for investors. Our investment team explores what these trends could mean for portfolios. Read more: hubs.ly/Q04xsJJ40
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We’re proud to be a finalist for Investment Consultant of the Year at the Insurance Investor North American Awards 2026. It reflects our Insurance team’s work to help clients through challenges with confidence. Thank you to Insurance Investor and congratulations to the finalists.
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International equities are gaining momentum amid a broader set of economic and market drivers. NEPC's Nedelina Petkova shares her perspective with @iimag on the trends supporting strong performance across developed markets: hubs.ly/Q04wpGPY0
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As long/short tax extension strategies are gaining attention, our latest blog breaks down how these strategies work, the potential benefits and risks, and what investors should consider before taking the next step. Read the full blog: hubs.ly/Q04w73BR0
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NEPC’s Kristin Reynolds, CFA, CAIA spoke with @business about how elevated endowment spending can threaten financial sustainability. “Once you get much over a spending rate of 7%, consistently, you are an at-risk endowment,” Reynolds said. Read more: hubs.ly/Q04vWlCH0)
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How are 401(k) plan investment lineups changing? NEPC’s Mikaylee O’Connor recently spoke with @pensionsnews about how plan sponsors are rethinking their active and passive equity options. Read more in our latest newsroom post: hubs.ly/Q04vJ7zf0
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What could shifting Fed policy, geopolitical tensions, and changing market dynamics mean for investors? In our latest Q&A, NEPC’s Phillip Nelson discusses the forces shaping the global economy and what investors should be watching. Read more for insights: hubs.ly/Q04tKQX70
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Our Boston office came together for our annual summer BBQ, enjoying great food, great company, and a little friendly competition. We’re grateful for opportunities like these to step away from our daily routines, spend time with colleagues, and enjoy the summer outside the office.
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In the latest Macro Mixtape, Jennifer Appel, CFA, explores the forces shaping Japan’s currency. With “In Too Deep” by Sum 41 setting the track, we ask: is Japan in too deep, or can it change its tune? nepc.com/is-a-crisis-brewing…
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Pension funded status improved again in July, driven largely by rising Treasury yields and higher discount rates. Our recent Pension Monitor explores what these gains could mean for plan sponsors and developments in the pension risk transfer market. hubs.ly/Q04t3GsG0
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In the latest article from our Investment Conference Insights series, our investment professionals share six key takeaways from the 2026 NEPC Investment Conference and explore the trends shaping today’s private markets landscape. Read the full article: hubs.ly/Q04sPwZf0
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July brought a sharp shift in market leadership, with value stocks outpacing growth by the widest margin in more than 25 years. Our latest commentary explores the rotation, Fed policy, energy market volatility, and implications for investors. Read more: hubs.ly/Q04sG_Jt0
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