NEPC - White Papers

We've made thirteen of our NEPC White Papers available to our clients and prospects.
To request any these documents, select the papers you want, then fill out the form at the bottom of this page

White Papers
	The Automated Defined Contribution Plan (2006) Robert J. Fishman, CFA, Ross A. Bremen, CFA, Shane Burke This paper addresses how defined contribution plans can utilize automated plan features to help employees meet their long-term retirement goals.
	The Role of Investment Philosophy in Evaluating Investment Managers (2006) John R. Minahan, PhD, CFA This paper examines how to use investment philosophy to distinguish true alpha-generators from alpha-pretenders.
	"Defined Contribution Plan Design: Is There a "Right" Answer?" (2004) Steven F. Charlton, CFA Our clients often ask, "What investment choices should we offer in our plan, and how many?" This paper discusses our thoughts about the "right" answers to designing defined contribution plans, and how to make them more user friendly and better savings vehicles.
	"Private Equity Real Estate" (2004) Jeb Banks, John M. Elliot, Glenn M. Johnson, Douglas W. Moseley An introduction to the asset class, including a review of the benefits and risks of investing in private equity real estate, and implementation issues facing institutional investors.
	"Market Neutral Investing" (2003) Jay E. Roney, CTP, Joseph M. Miletich, CFA NEPC first issued the original Market Neutral White Paper in 1999 as a response to what we considered were fully valued equity markets. Due to the dramatic changes in the financial markets during the last three years we are again asking our clients to consider Market Neutral, but for different reasons. Today, we are recommending Market Neutral to our clients as a fixed income substitute.
	"High Yield Bonds" (2002) Kevin Kondry, Michael P. Manning, CFA, CAIA We examine trends and performance in the high yield market. We also make the case that despite disappointing near-term results, you should consider either adding or increasing the commitment to high yield bonds in your investment program.
	"International Investments Remain a Key Component of Your Investment Strategy - Now, More Than Ever" (2001) Robert J. Fishman, CFA, Joseph M. Miletich, CFA, Michael P. Manning, CFA, CAIA The performance pattern between US and international stocks is cyclical. We believe the cycle will turn and that international investments will play a major role in the success of your investment programs over the next five to ten years.
	"Defined Contribution Investment Advice Provider Analysis" (2001) Robert J. Fishman, CFA, Sheila B. Leary Prompted by increased interest and offerings in on-line 401(k) advice products, NEPC conducted a review of the five dominant on-line advice products in the market.
	"International Equity Indices" (2001) Robert J. Fishman, CFA An exhaustive study of international equity benchmarks and the differences that exist in methodologies.
	"Covering the Equity Capitalization Spectrum: Mid Cap Investing" (2000) Joseph M. Miletich, CFA, Michael P. Manning, CFA, CAIA, Nicole M. Carrubba The benefits of investing in Mid Cap Stocks. How to deal with dynamic style break points and avoid overlap in styles.
	"An Introduction to Market Neutral Investing" (1999) Michael P. Manning, CFA, CAIA, Joseph M. Miletich, CFA, Douglas W. Moseley This paper introduces basic concepts and discusses the usefulness of market neutral as an asset class.
	"The Viability of Global Bonds as a Separate Asset Class" (1998) Samantha J. Carabell, CFA, Michael P. Manning, CFA, CAIA, Frances Cercone Global Bonds can increase returns and reduce risk in your portfolio. This paper examines a difficult time period and addresses the impact of changes in European currencies.
	"The Prudent Use of Derivatives" (1995) John R. Minahan, Ph.D., CFA "Derivatives" is a broad term and there are many different risk levels to these investments. This paper covers definitions and basic concepts.

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