NEPC, LLC is one of the industry's largest, full-service investment consulting firms, serving more than 400 clients.

Boston, MA
Joined June 2016
What sets successful institutional investors apart? NEPC President Tim McCusker joined David Weisburd on the How I Invest podcast to share insights from working with more than 400 institutional clients and advising on nearly $2 trillion in assets. : hubs.ly/Q04BXtC_0
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Rates rose in Q3, and for many corporate plan sponsors, funded status followed. Our latest pension monitor breaks down what higher discount rates mean for plan sponsors, plus a key ruling in pension risk transfer litigation. Read more: hubs.ly/Q04BTGyK0
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In our latest market outlook webinar, Jenn Appel, James Reichert, and Sarah Samuels discuss the forces shaping public and private markets, from interest rate pressures and inflation to AI-driven growth and private market liquidity. Watch the full replay: hubs.ly/Q04BN49D0
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With Jackson Browne’s “Running on Empty” as the soundtrack, Jennifer Appel explores what’s driving global energy markets in this edition of The Macro Mixtape. From China’s refinery activity to diesel prices, she breaks down the signals to watch. Read more: hubs.ly/Q04BK18D0
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Congratulations to NEPC’s Jason Hirschauer and Will Stanco on being named to the 2026 @pensionsnews WorldPensionSummit Rising Stars class! We’re proud of the thoughtfulness and dedication they bring to their work with our clients every day. Read more: hubs.ly/Q04Bl0-J0
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NEPC's Chief Investment Officer Sarah Samuels shared her insights with @pensionsnews on the importance of evaluating hedge funds for their ability to provide unique sources of returns, enhance diversification, and deliver value to investors. hubs.ly/Q04B7pjd0
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Last chance to join us tomorrow, October 14th at 1 PM ET, for our Quarterly Market Webinar where NEPC's Jennifer Appel and Phillip Nelson are joined by Partner and CIO Sarah Samuels to cover NEPC's market outlook. hubs.ly/Q04B2Nxs0
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In a recent Institutional Investor article, NEPC Partner Dave Moore shares his insights on how healthcare organizations are relying on their investment reserves to meet liquidity needs and adapting to changing market conditions. Read more for his insights: hubs.ly/Q04zXqvy0
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NEPC Chief Investment Officer Sarah Samuels joined industry leaders at this year’s @thegeforum for a panel discussion on “Opening the Door to Private Markets,” sharing her perspective on the evolving role of private markets for institutional and individual investors.
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Today’s higher-rate environment is creating new opportunities for insurers to rethink their investment strategies. In our latest blog, NEPC's Matt Maleri explores how insurers can take advantage of today’s higher-rate environment. Read more: hubs.ly/Q04zGhFZ0
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NEPC Principal and Senior Consultant Colin Hatton shared his perspective with Pensions & Investments on how investment committees can evaluate this risk and the importance of diversification in supporting long-term portfolio objectives. Read more: hubs.ly/Q04zDy1S0
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In NEPC’s latest Market Commentary, we explore the impact of higher interest rates, the forces driving market performance, and key considerations for investors navigating the evolving economic landscape. Read the full commentary for our market insights: hubs.ly/Q04zCtQT0
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Based on surveys and interviews conducted by NEPC's Alix Stewart with 12 community foundation clients, our latest article explores five approaches to managing these programs, from setting account minimums to establishing reporting and oversight processes. hubs.ly/Q04zjgkl0
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NEPC’s Endowment & Foundations team came away from this year’s FAOG conference with fresh insights into the priorities shaping community foundations. From responsible AI adoption to the value of learning from peers. Read our latest blog for the takeaways: hubs.ly/Q04z3yb80
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In a recent conversation with @PEI_news, NEPC Partner and Head of Insurance Matt Maleri discusses how insurers are evaluating private credit amid current market concerns and what they may consider in the context of their broader portfolios. Watch more: hubs.ly/Q04yD9RP0
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Last week, NEPC’s Employee Resource Groups brought colleagues together for our Week of Understanding to share stories, learn from one another, and build stronger connections. These photos capture some moments from the week. Thanks to everyone who helped bring the week to life!
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NEPC’s Sarah Samuels, CFA, CAIA Chief Investment Officer, joined @MichaelSantoli on CNBC ‘Closing Bell Overtime’ to discuss the impact of the shifting rate environment across private equity, private credit and hedge funds. Watch the full conversation: hubs.ly/Q04yf2GP0
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Rated note feeders may help insurers manage capital charges, but the underlying investment strategy should come first. NEPC’s Colton Lavin shares his perspective with @SCI_Newsfeed on the benefits and complexities of these structures. Read more: hubs.ly/Q04yd9qj0
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In our latest paper, NEPC’s Matt Maleri explores how a tailored investment consulting relationship can help insurers navigate portfolio challenges, access new investment opportunities, and align their strategies with long-term objectives. Read more: hubs.ly/Q04y4jxc0
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With Treasury yields approaching 5%, could higher rates present an opportunity for investors? NEPC’s Jennifer Appel, CFA explores what’s driving the rise in yields and why now may be the time to revisit duration and safe-haven exposure. Read more: hubs.ly/Q04y1SqX0
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