NEPC, LLC

To celebrate #NationalInternDay, we traded desks for the deck and took our talented graduate interns Michael Yanagisawa, Christopher Hudson, Jamie De Rouen, and Meghna Tetambe on an unforgettable whale watching adventure. Looking forward to seeing all the success they have this summer!

Only 45 days until NEPC's 28th Investment conference! We're excited to host our clients as we share our best and brightest investment ideas and solutions with our audience. To learn more and to register visit: https://hubs.ly/Q02HYrHN0 *Please note that NEPC’s Investment Conference is open to NEPC’s clients and prospective clients only.

While some OCIO veterans swear by either DB or DC clients, NEPC doesn’t play favorites. NEPC’s 73% gain in worldwide institutional outsourced AUM for the year through March 31, was powered by a combination of new DB and DC clients, Head of Portfolio Strategy, Scott Perry, told Douglas Appell of Pensions & Investments. Read more in the publications 2024 OCIO Special Issue: https://hubs.ly/Q02H5LWC0

The reopening of IBM’s retirement program last November “caught the eye of other pension plan decision-makers,” NEPC’s Scott Perry told Douglas Appell of Pensions & Investments for their 2024 OCIO Special Issue, shifting the balance DC and DB ever so slightly. Read more here: https://hubs.ly/Q02GYLjG0

Worldwide institutional outsourced AUM is up 3.9% from last year, reaching over $90 billion. However, the industry’s reporting standards remain opaque, prompting the CFA Institute to create “rules for the road.” NEPC’s Head of Portfolio Strategy, Scott Perry, spoke with Douglas Appell for Pensions & Investments 2024 OCIO Special Issue about the potential guidelines for institutional investing’s “Wild West.” Read more here: https://hubs.ly/Q02GL-MK0

The exclusive world of private credit is tightening its grip, making it challenging for smaller investment managers to thrive. NEPC's Oliver Fadly sat down with Bloomberg's John Sage to share his thoughts on this latest trend. Read the full article here: https://hubs.ly/Q02Ghn990

Happy Fourth of July from all of us at NEPC! Today, we celebrate the spirit of freedom and unity that defines our great nation. In observance of this day, our NEPC offices will be closed.

Last week, NEPCers celebrated our fourth annual Week of Understanding with a series of events highlighting our commitment to diversity, equity, and inclusion. From insightful fireside chats with chairs of our Employee Resource Groups, to engaging social gatherings, we reinforced our dedication to fostering an inclusive workplace. By encouraging these discussions, we help our employees bring their whole selves to work and continue to develop a supportive community. In addition to the impactful resources we offered this week, we published our 4th annual DEI Progress Report, which highlights that DEI is more than just a cause to care about for the firm - our data shows it helps drive returns. We’re proud of our progress and excited for the future as we continue to champion DEI. A big thank you to our DEI Liaison, La Shaun Kotaran, for organizing an incredible week! Download NEPC's 4th annual DEI Report here: https://hubs.ly/Q02F7L0K0

We are excited to share that NEPC has been named to USA Today’s list of Best Financial Advisory Firms for the second year in a row. NEPC was one of only 500 firms selected from over 32,000 firms in the U.S., based on the growth of AUA over the short and long term, as well as recommendations from clients and peers. Read more here: https://bit.ly/4eFp6Pk #BestFinancialAdvisoryFirms

NEPC’s 4th annual DEI Progress Report highlights that, for the firm, DEI is more than a cause to care about - our data shows it helps drive returns. “For us, it continues to be just who we are and what we think will actually produce better results,” KC Connors, Partner and Chief Consulting Officer, tells reporter Douglas Appell at Pensions & Investments. Read more about this year’s report in P&I: https://bit.ly/3XJXYc1