NEPC, LLC

From all of us at NEPC, we wish you Happy Holidays and a Merry Christmas! This year, we’re incredibly grateful for our amazing clients, partners, and employees. Your support and dedication make all the difference. Our offices will be closed to allow employees time to celebrate.

The January start of Donald Trump’s presidency is expected to ring in meaningful changes in taxation and economic policy. That has sparked significant speculation among investors, but we believe it is crucial to approach the potential policy shifts with measured consideration. Read our Private Wealth team's latest blog to learn how these changes might impact portfolios and tax preparation: https://hubs.ly/Q030dZKT0

At NEPC, we believe it's essential to set clear goals and expectations when crafting a diversifying allocation. Such an allocation should complement, not compete with, the return-seeking portion of your portfolio. In our latest paper, we explore strategies like global macro, trend following, fund-of-hedge-funds, multi-strategy, and event-driven approaches. Dive deeper into these strategies and more in a recent report by NEPC's Kadmiel Onodje, CAIA and Kyan Nafissi, CFA: https://lnkd.in/exUkzWw3

"This year’s class of Partners and Principals reflects NEPC’s dedication to cultivating exceptional talent and providing best-in-class service to our clients," said Michael Manning, Managing Partner of NEPC. Congrats to our newly appointed Partners and Principals! Their roles will take effect Jan. 1, 2025. https://hubs.ly/Q02_WbQ20

#NEPC and I are excited to be included in this discussion tomorrow at NYSE. Thank you to 100 Women in Finance for hosting.

Congratulations to NEPC Partner Rick Ciccione on being awarded "Consultant of the Year" at the Chief Investment Officer 2024 Industry Innovation Awards earlier this week! We’re incredibly proud to have such exceptional talent at NEPC. Well deserved, Rick! 👏 Learn more: https://lnkd.in/eRiF95T2 Images courtesy of Casey Fatchett.

NEPC’s Chief Investment Officer, Tim McCusker, recently joined the Capital Allocators podcast to share his perspective on the importance of growth in shaping a forward-thinking culture and delivering exceptional value to clients. Tim’s commentary highlights our commitment to pushing boundaries, fostering innovation, and supporting our clients and employees. Listen to the full conversation here: https://lnkd.in/ep4Rvimi

In this first installment of a three-part series on insurance general account portfolios, NEPC's Matthew Maleri focuses on building and maintaining a private markets allocation. Read his latest blog to learn why insurers are increasingly turning to private markets to enhance portfolio outcomes: https://hubs.ly/Q02_s4FX0

“We're really hoping that we see deal activity and distributions and transaction activity begin to pick up in 2025, and I think that it will,” Sarah Samuels, CFA, CAIA, Partner, Head of Investment Manager Research at NEPC, tells Alix Steel and Paul Sweeney of Bloomberg Radio. Listen to their full discussion on Sarah's outlook for the private marketplace in 2025 here: https://lnkd.in/e8eGZZ9y

Curious about how target date funds with embedded annuities can impact your retirement planning? NEPC's Bill Ryan, MBA CAIA SPHR, Partner and Defined Contribution Team Leader says, "we're missing the human wealth manager that actually helps the individual trigger the annuity. There's nobody holding the hand of the participants to successfully facilitate that transaction ... and that human behavior is where I think this breaks down." Do you think this approach could redefine retirement security? Read the full article by Pensions & Investments to learn more: https://hubs.ly/Q02-2bG30