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Chief Investment Officer: Data, Custom Indexing Reshape Public Equity Portfolios

NEPC’s Nedelina Petkova shares insights with Chief Investment Officer on how data-driven strategies and custom indexing are redefining public equity investing. Read the full article on CIO’s website to learn how these innovations are reshaping portfolio construction.

 


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Chief Investment Officer: Fixed-Income Benchmarks Become More Customized

NEPC’s Aaron Chastain was recently quoted in Chief Investment Officer discussing the growing demand for customized fixed income benchmarks as institutional investors seek more tailored exposures. View the full article on Chief Investment Officer’s site here.

 


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Financial Planning: When everybody's a 'family office,' what's the term really mean?

NEPC’s Karen Harding, leader of our Private Wealth team, was recently quoted in Financial Planning exploring the evolving definition of “family office” in today’s wealth management landscape. Read the full article on Financial Planning’s website, or the excerpt below, to learn how industry leaders are navigating the shifting expectations and responsibilities of serving ultra-high-net-worth families.

 


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Pensions & Investments: For universities, new tax proposals demand new tax planning

NEPC’s Kristi Hanson and Colin Hatton share their perspective in this Pensions & Investments byline on how recent legislation is reshaping the tax landscape for university endowments — and the proactive strategies institutions can consider in response. Visit P&I’s website to read the full article.

 


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Pensions & Investments: OCIO evaluators are ‘busier than ever’ with huge volume of searches amid policy fireworks

NEPC’s Scott Perry was recently quoted in Pensions & Investments discussing how the evolving corporate defined benefit landscape is reshaping the OCIO space. Visit Pensions & Investments to read the full article and explore how firms are navigating this shifting environment – or read the excerpts below.

 


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Chief Investment Officer: Sarah Samuels Named to 2025 Knowledge Brokers List

NEPC’s Sarah Samuels has been named to Chief Investment Officer’s 2025 Knowledge Brokers list, view excerpts from her interview below or the full interview on the CIO site here.

 


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Pensions & Investments: CalPERS joins growing wave of pension funds offloading private equity stakes as sales volume hits record

In this Pensions & Investments article, NEPC’s Scott Perry discusses how institutional investors are reassessing private equity investments made in higher-valuation years and turning to secondaries as a strategic portfolio management tool. View the full article on Pensions & Investments’ site here or read excerpts below.

 


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PlanSponsor: Retirement Income in DC Plans: The Way Forward

PlanSponsor recently featured insights from NEPC’s Bill Ryan and Mikaylee O’Connor in an article examining the future of retirement income solutions within defined contribution plans. View the full piece on PlanSponsor’s website to learn more about where the industry is headed.

 


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Planadviser: Could Managed Accounts Replace TDFs as Plan QDIAs?

NEPC’s Mikaylee O’Connor was recently quoted in this PLANADVISER article exploring the evolving role of managed accounts as potential replacements for target-date funds (TDFs) as plan default options. Visit PLANADVISER to read the full article and see how industry experts, including Mikaylee, are weighing in on this shift in defined contribution plan design.

 


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Bloomberg: Yale’s $2.5 Billion Private Equity Sale Tests Its Vaunted Endowment Model

NEPC’s Sarah Samuels was recently featured in a Bloomberg article examining how Yale’s private equity sale is prompting a broader conversation about the future of the endowment model at elite universities. Visit Bloomberg’s website to read the full article.

 

“What we’re seeing now is fear, which is common when there’s uncertainty,” said Sarah Samuels, a partner at consulting firm NEPC and a former investor for Wellesley College. Some investors don’t have “a ton of confidence that they should continue committing to private markets at the same pace.”


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