Surveys/Studies

Fixed-Income Surveys/Studies
Houston Reviewing Fixed-Income Portfolio
The University of Houston is conducting a review of its approximately $65 million fixed-income
03.14.19
Fixed-Income Surveys/Studies Non-U.S. & Global Equity
Maryland County Monitoring Stone Harbor Amid PM Change; Adjusts Asset Allocation
The $3.1 billion Baltimore County (Md.) Employees Retirement System had its emerging market
03.13.19
Surveys/Studies Real Assets
Vermont Eyes New A/A; Approves Commodities Redemption
The $4.3 billion Vermont Pension Investment Committee is considering bucketing its portfolio into
03.04.19
Domestic Equity Real Estate Alternatives
Kentucky Eyes Enhanced Returns In Global Equities
The University of Kentucky is moving its $1.4 billion endowment toward global equity strategies,
02.28.19
Surveys/Studies Consultant/OCIO/Discretionary
Florida School Reviewing IPS Following Hire Of Outsourced CIO
Pine Crest School is reviewing its investment policy statement alongside its new outsourced cio,
02.21.19
Domestic Equity Alternatives Surveys/Studies
PRINCO Revises Policy Portfolio Target Allocations
Princeton University Investment Company (PRINCO), the investment management arm of Princeton
02.14.19
Fixed-Income Surveys/Studies Equity
Oregon State Ups Corporate Bond, Securities Allocations; Adds Int’l Equities Bucket
Oregon State University has boosted its U.S. corporate bond and structured securities allocation
02.14.19
Domestic Equity Real Estate Alternatives
Montana Discloses Private Commitments
The $10.9 billion Montana Board of Investments made new private equity, natural resources and real
02.07.19
Domestic Equity Hedge Funds Small-Cap
West Florida Foundation Revises AA
The University of West Florida Foundation revised its asset allocation as part of investment policy
01.24.19
Fixed-Income Surveys/Studies Real Assets
Mass. Plan Approves Bank Loan, Infrastructure Manager RFPs
The $1.4 billion Cambridge (Mass.) Retirement System approved issuing separate bank loan and
01.17.19