As rated note feeders grow, insurers must balance capital benefits with cost, complexity, and fit. NEPC's Matt Maleri outlines our approach to evaluating rated note feeders and why investment merit should remain the primary consideration. Read more: hubs.ly/Q04ld9j70
Private markets success starts with surviving the J-curve. That means thoughtful pacing, disciplined diversification, and a clear-eyed view of how illiquid assets behave over time. Read Part 2 in our Best Practices for Family Offices series now: hubs.ly/Q04l50P70
Pension funded status improved again in May, driven by strong global equity returns, higher Treasury yields, and tighter corporate bond spreads. Read NEPC's May Pension Monitor for more insights on funded status trends and key market drivers: hubs.ly/Q04k-GQ-0
Introducing the Macro Mixtape! NEPC's Jennifer Appel pairs market insights with the songs that define the moment. First track: Under Pressure. Rate expectations repriced sharply markets now see a Fed hike by year-end and tighter policy. Read more: nepc.com/the-macro-mixtape-s…
Strong earnings. AI-fueled growth. Ongoing geopolitical uncertainty.
Our latest Monthly Market Commentary explores the forces that shaped markets in May and what investors should be watching as they position portfolios for the months ahead.
Read more: hubs.ly/Q04k95DP0
What made this year’s NEPC Investment Conference memorable wasn’t just the content, it was the people.
Thank you to everyone who joined us in Boston as we celebrated 40 years of serving our clients. Take a look back at these event highlights and save the date: Sept. 21–22, 2027.
Join us next week for NEPC’s 16th Annual Investment Manager Webinar. This session will provide valuable insights into market trends, recent client search activity, and key client focus areas and strategic priorities.
Register now to secure your spot: hubs.ly/Q04k7SPC0
Tomorrow: Join NEPC’s Mikaylee O’Connor and former Assistant Secretary of Labor Lisa Gomez for insights on the evolving DC fiduciary landscape, recent DOL developments, fiduciary risk, and what changes in Washington could mean for plan sponsors. Register: hubs.ly/Q04jGFWX0
Building a private markets program from the ground up? Our new series for family offices starts here. Part 1 covers the key decisions that shape long-term success. This piece covers the key decisions that shape long-term success. Read Part 1 now: hubs.ly/Q04j6fjT0
“The Federal Reserve is about to enter its awkward phase.” Jerome Powell’s decision to remain on the Fed’s Board alongside new Chair Kevin Warsh creates an unusual dynamic with major implications for Fed independence and the markets. Read more: hubs.ly/Q04hyk7g0
In the second installment of our three-part series on Voluntary Employees' Beneficiary Associations, NEPC's Richard Chari and Linda Lam break down what plan sponsors need to consider when building a VEBA investment framework. Read the full blog: hubs.ly/Q04hw7LC0
April is a reminder: funded status can shift fast. Equity gains and stable discount rates drove meaningful improvement for both total-return and LDI-focused plans last month. Don't miss the key takeaways in NEPC's full April Pension Monitor: hubs.ly/Q04hdg6n0
That’s a wrap on NEPC’s Investment Conference! An incredible two days celebrating 40 years. 🎉 Thank you to our clients, speakers, and everyone who joined us in Boston. The insights shared and connections made over these two days move us forward. Excited for what’s ahead.
“We lean into what’s real, what’s authentic, what is true competition.” At the #NEPCInvestmentConference, Sam Kennedy joined moderator Jon Schwartz to discuss long-term leadership, innovation, and the growing investment opportunity in professional sports. More insights ahead.
“Markets move on a pendulum: credulity to skepticism, risk tolerance to risk aversion...Understanding where we are in the pendulum swing is what separates reaction from strategy.” said Howard Marks, @Oaktree. More insights ahead tomorrow at NEPC's Investment Conference.
Day 1 of the #NEPCInvestmentConference is well underway. Today’s conversations focused on navigating uncertainty, the evolving private markets landscape, AI-driven transformation, and the power of strong networks. More insights and conversations to come!
Day 1 of the NEPC 2026 Investment Conference is underway where industry leaders are coming together to discuss the biggest trends shaping our industry. As we celebrate 40 years of excellence, we will investigate the future of investing over the next 2 days. Follow for updates.
NEPC’s Will Forde was recently featured in a @findaily article on renewed interest in emerging markets equities, driven by strong growth expectations, diversification benefits, and active management opportunities amid market volatility. Read more: fin-news.com/2026/05/05/q1-2…
NEPC’s latest blog by Jennifer Appel explores the UAE’s exit from OPEC and the ripple effects across global energy markets. Reduced OPEC influence could lead to greater commodity price volatility and a more fragmented energy market. Read more: hubs.ly/Q04fZ6Ng0
NEPC’s Matt Maleri was recently quoted in @ChiefInvOfficer discussing how improved funded status, persistent market volatility, and shifting views on private markets are influencing corporate pension strategy.
Read the full article here: hubs.ly/Q04fQ4gC0