Ashwini P. Apte, CAIA

Ashwini joined NEPC in 2005 and works with defined contribution and defined benefit plans in all aspects of plan evaluation consulting.  She works with clients to facilitate asset allocation studies, manager searches, plan design, performance measurement and various technical projects.  Ashwini serves on the Defined Contribution Fee Team, which conducts an annual Plan and Fee Survey that helps plan sponsors better benchmark investment management and record keeping fees.  In addition, she serves on the International Equity Research Advisory Group at NEPC, which functions to continuously improve our research efforts within this asset class.

Prior to joining NEPC in 2005, Ashwini was a Financial Advisor at Morgan Stanley where she constructed and implemented comprehensive financial plans, including retirement plans, for high net worth individuals through the use of tactical and strategic asset allocation techniques and risk performance analysis.

Ashwini earned a Master’s in International Finance from Brandeis University in 2004 and a B.A. in Economics from Brandeis University in 2003.  She became a Chartered Alternative Investment Analyst designee in 2009.  In addition, she is currently pursuing the Chartered Financial Analyst designation.