NEPC, LLC

Mega-IPOs are changing index construction and investor risk. As companies stay private longer and go public at larger valuations, faster index inclusion can increase concentration risk, liquidity challenges, and passive portfolio exposure. Read more: hubs.ly/Q04dqltJ0

Join us on April 28th for our Quarterly Market Webinar, where we’ll break down the latest forces shaping today’s investment landscape, from inflation trends and geopolitical developments to shifts in private credit and private debt markets. Register now: hubs.ly/Q04df_QX0

Q1 2026 brought equity losses amid geopolitical volatility and rising energy prices, but funded ratios held up, supported by higher discount rates. Explore the key takeaways in NEPC's full March Pension Monitor: hubs.ly/Q04czq7b0

March markets were hit by rising geopolitical tensions and a surge in oil prices, leading to equity declines and higher bond yields. NEPC breaks down the key drivers and portfolio takeaways in our latest Market Commentary. Read more: hubs.ly/Q04csZ7R0

Hear from Mark Garabedian of @Wellington_Mgmt and NEPC’s Philip Nelson, CFA, live at the 2026 NEPC Investment Conference. Registration closes this Friday, April 17 - secure your spot today: hubs.ly/Q04b_Q-Y0 *Open to NEPC clients and prospective clients only.

Corporate DB plans remain well-funded, with ratios at 103%, but sponsors face a key choice: retain plans or pursue risk transfer. NEPC’s 2026 Peer Study highlights trends in surplus use, fixed income, and return expectations. Read more: hubs.ly/Q04btbTW0

Don’t miss Seth Klarman of Baupost and Linda Henry of @BostonGlobe Media live at NEPC’s 2026 Investment Conference. Registration is open through April 17 - secure your spot today: hubs.ly/Q04b3PjX0 *Open to NEPC clients and prospective clients only.

NEPC’s Mike Contorno shares perspective in Pensions & Investments on the DOL’s proposed rule expanding private markets in DC plans, highlighting reduced fiduciary uncertainty and added complexity for asset managers. Read more: hubs.ly/Q049VKwL0

In our latest blog, we examine how specialist expertise can enhance pension risk transfer outcomes. From evaluating annuity placement firms to executing a successful buyout, see how a tailored approach helped strengthen a plan’s funded position. hubs.ly/Q049vBxy0

NEPC’s Mikaylee O’Connor was recently quoted in @pensionsnews, sharing her perspective on the evolving role of pooled employer plans (PEPs) and the industry’s approach to alternative investments. Read the full article: hubs.ly/Q049qSdX0

Quality underperformed in emerging markets in 2025, but the story is more about index construction than fundamentals. NEPC’s Alex Rickels explains why we believe quality investing remains well-positioned for long-term outperformance. Read more: hubs.ly/Q049jRf60

See @Oaktree’s Howard Marks live at NEPC’s Investment Conference in a fireside chat with NEPC President Tim McCusker. Registration is open through April 17 - secure your spot today: hubs.ly/Q0496C-Q0 *Open to NEPC clients and prospective clients only.

Geopolitical tensions are rising, but markets remain in wait-and-watch mode. NEPC’s Phillip Nelson breaks down the impact of the Iran conflict on energy, inflation, and global markets—and what it means for portfolios. Read more: hubs.ly/Q048GJlp0

NEPC’s 2026 Investment Conference returns May 12-13 to Boston. Celebrate 40 years of excellence & explore what’s next in investing with NEPC leaders & industry peers. Space is limited, register by April 17: hubs.ly/Q048x6Hj0 *For NEPC clients and prospective clients only.

NEPC’s CIO, Sarah Samuels, has been named to @barronsonline 2026 list of the 100 Most Influential Women in U.S. Finance. Her profile highlights her leadership across investment strategy and her commitment to expanding access to financial education. Read: barrons.com/articles/sarah…

NEPC has launched Stratum One, a Pooled Employer Plan designed to simplify retirement plan management. Built with @EmpowerToday and NPPG, it combines institutional oversight, fiduciary governance, and technology to help improve outcomes. Learn more: hubs.ly/Q046XXb20

Thrilled to share that NEPC's Chief Investment Officer, Sarah Samuels, has been named one of @barronsonline's 100 Most Influential Women in U.S. Finance, recognizing leaders navigating complex markets. Congratulations, Sarah! Read more: barrons.com/articles/100-m…

Private markets are evolving: liquidity is improving, AI is reshaping capital flows, & competition for quality is intensifying. Our Q4 Private Markets Report examines the implications across buyouts, venture, private credit, real estate & infrastructure: hubs.ly/Q0441x-T0

Today, NEPC released results from our 20th Annual DC Plan Trends & Fee Survey. Survey plans grew assets 27x while investment fees fell 67%. Findings also show a continued shift to passive TDFs and increased scrutiny of managed accounts. Download results: hubs.ly/Q043k-NC0

#Healthcare systems face pressure in 2026: Medicaid cuts, payer shifts, regulatory change & market volatility. NEPC's latest white paper explores how #ERM can help hospitals reassess portfolios, strengthen liquidity & manage risk. Read more: hubs.ly/Q0432m5J0