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The urgency and optimism of donors wanting their capital to do more have propelled venture philanthropy into mainstream conversations among individuals, families, and foundations seeking not only to give, but to drive meaningful, measurable change. As the broader impact investing market surpasses $1 trillion globally, more investors are treating philanthropy with the same level of strategic focus and performance expectations that guide their financial portfolios.

The asset management industry is facing massive opportunities and competitive pressures in 2026, driven by more regulatory clarity, technological innovation, and shifting investor priorities. Asset managers should expect to see more digital assets entering the mainstream, decision making powered by artificial intelligence (AI), and the democratization of alternative investments. In addition, private equity is increasing its investment in asset management and offering both opportunities and challenges as managers compete to be trusted advisors for new capital.

This year brings unique opportunities and challenges following the passage of the One Big Beautiful Bill Act (OBBBA), which reshaped key provisions affecting estate planning, charitable giving, and income tax threshold. Signed into law in 2025, the OBBBA permanently extends key provisions of the Tax Cuts and Jobs Act of 2017 and introduces new measures aimed at easing the fiscal burden on individuals and estates. These changes also include adjustments to funding for certain social programs and green energy initiatives.

The client experience excellence is undergoing a profound transformation, with Agentic AI accelerating the shift. The goal is no longer just to serve the client well in a single interaction, but to connect every person, process, and digital interaction around a consistent, coherent, and human-centered experience. Powered by agentic AI, discover how leading organizations are delivering on the Total Experience promise by creating experiences that are anticipatory, effortless, and trusted.

In this roundtable discussion, NEPC’s investment manager research team shares perspectives on current market conditions, trends in investment management, and strategic priorities for 2026. From their deep experience and knowledge, they offer insights into their approach for evaluating a manager’s investment track record and proactive strategy for re-evaluating underperformance that may be outside the range of expected outcomes.

After more than a decade of speculation about when digital‑asset companies would finally break into the public markets at scale, 2025 delivered the long‑awaited breakthrough. Crypto‑related businesses didn’t merely test market appetite—they validated it. Investor demand strengthened, regulatory clarity improved markedly, and institutional capital aligned with the sector’s most mature operators (none of which even existed 15 years ago). As 2026 begins, the indicators point toward an even more active year for exits, capital formation, and business expansion.

Despite several years of turbulence, technology industry leaders should not expect the road ahead to be smooth just yet. In 2026, technological and market forces will continue to disrupt every corner of the tech industry as agentic artificial (AI), alternative connectivity solutions, advanced robotics, and consolidation reshape internal operations and customer-facing interactions.

Despite the rising health plan costs and AI reshaping HR and benefits administration, organizations must take a holistic, integrated approach to benefits in order to protect budgets and support employee well-being. By leveraging smart strategies and technology, organizations can keep their benefits programs vital, resilient, and effective. This report provides actionable guidance to help employers manage spending, enhance benefits engagement, and prepare for the future.

By distilling complex market trends and regulatory changes into clear guidance, this Outlook helps organizations anticipate challenges, seize opportunities, and make informed decisions to protect their assets and drive growth. The “How We Can Help” sections in this report offer ways to strategically position your organization for future insurance market opportunities.

Risks that once felt rare or exceptional are now part of daily decision-making for affluent households. This reality doesn’t just affect portfolio values but influences how households should evaluate and manage the risks tied to their assets, properties, and lifestyles. For the high-net-worth households, it’s no longer about buying more insurance policies. It’s also about achieving risk readiness—knowing what risks you’re comfortable carrying and how to stay intentional as conditions change.