Surveys/Studies

Domestic Equity Surveys/Studies
FIU Foundation Hires Equity Managers
The Florida International University Foundation has hired INTECH Investment Management and
12.08.11
Alternatives Surveys/Studies Equity
Kansas City Foundation Reviews Portfolio; Discusses Equity Strategies
The $460 million Healthcare Foundation of Greater Kansas City will conduct a full review
12.01.11
Surveys/Studies Consultant/OCIO/Discretionary
Oklahoma Tobacco Fund To Adjust Investment Policy; Retains Consultant
The $625 million Oklahoma Tobacco Settlement Endowment Trust Fund may add new investment strategies
11.23.11
Hedge Funds Alternatives Fixed-Income
Springfield Nears Asset Allocation Decision
The $180 million Springfield (Mo.) Police Officers’ & Firefighters’ Retirement Fund System
11.11.11
Surveys/Studies Consultant/OCIO/Discretionary
NY Nonprofit Seeks Consultant for Review
Health Research, Inc. is seeking an investment consultant to review its investment policy for its
11.10.11
Alternatives Surveys/Studies Real Assets
Wayne State To Undertake Asset Study; Nearing Decision on Real Assets
The $252 million Wayne State University endowment will undertake an asset study with investment
11.10.11
Fixed-Income Surveys/Studies
Maine System Conducting Asset Review; Makes Operating Portfolio Hires
The University of Maine System is currently conducting an asset allocation review, according to
11.10.11
Alternatives Fixed-Income Surveys/Studies
Indiana Plan Creates 10% Risk Parity Allocation
The $22.5 billion Indiana Public Retirement System has created a 10% target allocation to
11.03.11
Domestic Equity Surveys/Studies
Missouri Foundation Reviewing Assets
The $950 million Missouri Foundation for Health will conduct an asset study of its entire
11.03.11
Surveys/Studies Consultant/OCIO/Discretionary
South Carolina Endowment Selects Firm For Review
The approximately $200 million U.S. Endowment for Forestry & Communities has selected Yon Drake &
11.03.11