Sail boat gliding in open sea at sunset

Estate Planning: Build Back Better: Challenges and Opportunities for Private Wealth Clients

Karen Harding recently wrote an article for Estate Planning, a Thomson Reuters publication. Download the article here. The legislation discussed in this article was pending at the time of publication.

Read more


Denver downtown skyline in Autumn w/ City Park and lake in the foreground and the Rocky Mountains in the background.

The Denver Foundation: Aligning Assets with Mission

In 2018, The Denver Foundation made an important decision. It would change the focus of its $180 million socially responsible investment pool from negative screens (excluding “sin stocks” such as tobacco or firearms companies) towards inclusion of investments with social or environmental impact.

It might seem a modest shift. But for TDF, it was the start of an ambitious strategy to use both its investments and its grantmaking to advance the goals at the heart of its philanthropic mission: diversity, equity, and inclusion.

Read more


Bill Ryan headshot

Pensions and Investments: NEPC Appoints Defined Contribution Solutions Head

William "Bill" Ryan was featured in a recent Pensions and Investments article as NEPC's newest hire for 'Partner and Head of Defined Contribution Solutions' position. View the article on Pensions and Investments' site here.

Read more


two laptops open with hands writing

PlanSponsor: Many DB Plan Sponsors Adjusting LDI Strategies

Brad Smith was featured in a recent PlanSponsor article to discuss NEPC's Defined Benefit Trend Survey. View the article on PlanSponsor's site here.

Read more