Investment Policy & Design Committee / ESG Working Group

This group advances best practices in DC investment design—especially QDIAs—by promoting research, practical education, and materials that help plan sponsors and policymakers make informed decisions. It curates case studies, develops “how‑to” resources, highlights the value of institutional investment approaches, and provides technical support to other DCIIA committees.

Featured Committee Projects

Content is provided in brief, focused topic papers designed to provide a helpful overview of each area. Each asset class paper offers an overview of strategies/structures available and highlights key considerations for implementation and otherwise.

Snapshot: Private Assets in DC Plans, Introduction and Overview

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

Snapshot: Benefits and considerations of alternative investments relative to public market asset classes

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

Committee Leadership

Michelle Rappa
Chair

Neuberger Berman

Hannah Schriner
Vice Chair

Meketa Investment Group

Meenu Annamalai

Brookfield Asset Management

Steve Ferber

Steve Ferber

Marla Kreindler

Morgan, Lewis and Bockius

Kristin O'Donnell

Wellington Management

Michelle Rappa

Neuberger Berman

Bill Ryan

The Carlyle Group

Sara Shean

PGIM/Prudential/Jennison Associates

James Veneruso

State Street Investment Management

Jeff Vilker

Impax Asset Management | Pax World Funds

Anna West

S&P Dow Jones Indices