NEPC, LLC

Phillip Nelson, CFA, Head of Asset Allocation at NEPC, sat down with Brooke Sutherland at Bloomberg to discuss implications of tariffs on China post-election. To read the full article, visit: https://lnkd.in/euqraMbU

We are honored to be recognized as one of America's Top Financial Advisory Firms for 2025 by Newsweek. Thank you to our clients for trusting us as your consultant and to Newsweek for this recognition. Read the full article here: https://hubs.ly/Q02YNhCx0

NEPC's Partner and Practice Group Director, Kristin Reynolds, CFA, CAIA, was recently featured in a Pensions & Investments article sharing key drivers of performance for #endowments in fiscal year 2024. Read Kristin's insights and the full article here: https://lnkd.in/eHhEdsCN

Last week, Dulari Pancholi, CFA, CAIA attended 100 Women In Finance's 23rd Annual New York Gala. NEPC was honored to be named a finalist for the Americas Industry DEI Award. We are proud to be recognized as an industry leader within the DEI space. Congratulations to all of the evening's honorees!

Join NEPC’s Daniel S Beaton and Groom Law Group, Chartered’s Jenny Eller tomorrow as they discuss the recent wave of lawsuits related to defined contribution plan forfeiture accounts. They'll explore permissible uses of forfeitures and strategies plan sponsors can consider to deter litigation in this area. Register here: https://lnkd.in/e5-X7skM

In honor of Veterans Day, we'd like to take a moment to recognize the brave individuals who have served in our nation’s armed forces. We are deeply grateful for your dedication, resilience, and sacrifice in protecting our freedoms. A heartfelt thank you to the veterans within our NEPC family for your commitment to both our country and our team. Today, and every day, we celebrate you and your contributions.

Join NEPC's Phillip Nelson, CFA and Jennifer Appel, CFA this Friday as they discuss potential policy and investment implications in the aftermath of the U.S. election and the Federal Reserve meeting.?Register for the Beyond the Ballot Box webinar here: https://lnkd.in/ep7t4aQ9

NEPC's Sarah Samuels, CFA, CAIA recently joined Bloomberg Markets to share insights into key trends in institutional investing, highlighting the importance of a CIO mindset in navigating today’s complex markets. Watch the full segment here: https://lnkd.in/ea4cZ6jK

Asset Allocation is central to portfolio success—and one of the most critical decisions for investors. Our latest blog post shares insights from a dynamic conversation among NEPC’s Asset Allocation Team, diving into the key issues and themes that will shape the remainder of 2024 and beyond. Get a behind-the-scenes look at what’s on our minds as we navigate today’s shifting market landscape. Read more here: https://lnkd.in/eQS8XREq

We're thrilled to announce the finalists for the Americas Industry DEI? Award: NEPC, LLC, Strategic Investment Group, and Wellington Management! Your commitment to promoting #Diversity, #Equity, and #Inclusion in the finance sector is highly commendable. Each of the three firms has shown consistent leadership in effecting meaningful change and creating inclusive environments, encouraging others to do the same. We invite you to attend the 23rd Annual New York Gala on November 6 to witness the presentation of the award. The Gala is an incredible opportunity to celebrate the outstanding achievements in the DEI space and to connect with industry leaders. ??? Don't miss out – buy your tickets today! With just two weeks to go, sponsorships and individual tickets are limited.? https://lnkd.in/evcQvcdb #FinanceDiversity #WomenInFinance #DEIAwards #100WF