Surveys/Studies

Surveys/Studies
Calif. Trust Considering 5 New Asset Classes
The $197 million City and County of San Francisco Retiree Health Care Trust Fund will receive an
11.22.17
Surveys/Studies Consultant/OCIO/Discretionary
Ill. Community Foundation Conducting Portfolio Review
The Community Foundation of Northern Illinois is reviewing its approximately $98 million investment
11.22.17
Domestic Equity Fixed-Income Surveys/Studies
North Texas Foundation Makes Maiden TIPS Allocation
The University of North Texas Foundation created a maiden allocation to TIPS and increased its
11.09.17
Domestic Equity Alternatives Surveys/Studies
Montana Discloses Commitments; To Review A/A
The $11.3 billion Montana Board of Investments made $105 million in private equity commitments In
11.09.17
Fixed-Income Surveys/Studies
Phoenix Restructures Fixed-Income Portfolio
The $2.4 billion Phoenix City Employees Retirement System has approved a new fixed-income portfolio
11.08.17
Surveys/Studies Multi-Asset/Investment Advisor
Hampshire County Terminates Mellon; Cancels GAA RFP
The $312 million Hampshire County (Mass.) Retirement System terminated global asset allocation and
11.07.17
Surveys/Studies
Delaware Plan Eyeing New Asset Allocation
The $38 million Kent County (Del.) Employee Pension Fund will discuss asset allocation options at
11.03.17
Domestic Equity Alternatives Surveys/Studies
Florida Atlantic Revises Investment Policy Statement
The approximately $213 million Florida Atlantic University Foundation increased its target
11.02.17
Surveys/Studies
Yale Updates Endowment Target Asset Allocations
 Yale University revised the target asset allocation for its approximately $27.2 billion endowment
10.19.17
Industry News Alternatives Surveys/Studies
Foundations and Endowments Bracing For Harder Times
While no end to this long bull market is in sight, some foundations are beginning to take steps to
10.19.17