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InvestmentNews: Managed Accounts Have Hit a Wall in DC Plans, Finds Survey

NEPC’s DC Plan Trends and Fee Survey data was recently featured in an InvestmentNews article which highlighted our findings on the increased demand for customized solutions in pension plans and the shift towards passive management in target-date funds. View the full article on InvestmentNews’ site here.

 


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PlanSponsor: Fiduciary Risk Continues to Pose Barrier to Mass Adoption of Alts in DC Plans

NEPC Partner, Bill Ryan, was recently quoted in a PlanSponsor article to discuss how fiduciary risk, particularly the potential for litigation due to higher fees associated with private equity investments, continues to be a significant barrier for plan sponsors considering alternative investments in defined contribution plans. View the full article on PlanSponsor’s site here.

 


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Forbes: Tough Markets, Smart Moves: How Investors Are Reallocating Capital

NEPC was mentioned in a recent Forbes article to highlight Sarah Samuels’ warning about continued valuation declines in private equity and venture capital, along with concerns over mounting liquidity pressures. View excerpts below or read the full article on the Forbes site here.

 


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Infrastructure Investor: ‘It’s Really Important Investors are Aware of the Profile’, LP Consultant Warns

NEPC’s Matt Ritter was recently featured in an Infrastructure Investor article discussing how he is not against funds that are ‘more private equity-like’, as long as LPs understand the risk. View excerpts below or read the full article on the Infrastructure Investor site here.

 


Headshot of NEPC's Sarah Samuels

Institutional Investor: NEPC’s Sarah Samuels Expects ‘More Pain to Come’ in PE, VC

NEPC’s Sarah Samuels was recently featured in an Institutional Investor article discussing the challenges in private equity and venture capital, predicting more struggles ahead due to falling valuations and investors becoming more cautious. View excerpts below or read the full article on the Institutional Investor site here.

 


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PlanSponsor: Lower Managed Account Fees Would Likely Increase Plan Sponsor Adoption

NEPC’s white paper, “Reimagining Managed Accounts for Defined Contribution,” was recently featured in a PlanSponsor article, which highlighted NEPC’s findings that high fees on managed accounts can diminish their value, and fees above 30 basis points may necessitate higher risk to achieve returns comparable to more affordable alternatives like target-date funds. View the full article on PlanSponsor’s site here.

 


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Pensions & Investments: Surging Markets Provide Huge Boost for Largest U.S. Retirement Plans

Aaron Chastain of NEPC was recently quoted in a Pensions & Investments article, where he discussed how investors are increasingly embracing private credit and global equity strategies to diversify their portfolios, mitigate risk, and pursue higher returns in light of current market conditions and uncertainty. View excerpts below or read the full article on the Pensions & Investments site here.

 


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The Wall Street Journal: Stock Market News, Feb. 7, 2025: Nasdaq, Dow Fall Amid Tariff Fears and Mixed Jobs Report

NEPC’s Jennifer Appel was recently quoted in a Wall Street Journal article where she shared her advice to clients amid Trump’s recent tariff developments. View excerpts below or read the full article on the Wall Street Journal site here.

 


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Barron's: 6 Steps to Raising Money-Savvy Children

NEPC’s Sarah Samuels was recently quoted in a Barron’s article where she shared insights on how to inspire elementary-aged children to develop an interest in investing. View excerpts below or read the full article on the Barron’s site here.

 


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Alternative Fund Insight: UC San Diego Foundation Tops Endowment Ranking

NEPC’s mega-endowments white paper data was recently highlighted in an article that explored higher education endowment rankings, focusing on the trend of smaller endowments superseding their larger counterparts. View the full article on Alternative Fund Insight’s site here.