Surveys/Studies
Minnesota Issues Asset Allocation Study RFP
The $1.2 billion University of Minnesota endowment has issued an RFP seeking an investment firm to
03.17.16
Texas Emergency Services Considering Small-Cap Core Alternatives, New Asset Allocations
The $88 million Texas Emergency Services Retirement System may consider alternatives to incumbent
03.15.16
Texas Transit Plans Approve New Asset Allocations; Add New Strategies
The Metropolitan Transit Authority of Harris County‘s $223 million Union Pension Plan & Trust and
03.10.16
Tulane Eyes MLPs, Continues Credit Analysis
The $1.2 billion Tulane University endowment is conducting research on a maiden allocation to
03.10.16
Ohio School to Consider Alts. Increase; Eyes High-Yield Discussions
Youngstown State University will hear a recommendation to increase its alternatives allocation
03.10.16
Utah Trust Fund Hires General Consultant
The State of Utah School and Institutional Trust Lands Administration selected Fund Evaluation
03.10.16
Baltimore Foundation Moves Portfolio to Passive Investments
The Baltimore Community Foundation has moved a majority of its main investment pool to passive
03.10.16
Okla. Tobacco to Issue European Direct Lending RFP
The $956 million Oklahoma Tobacco Settlement Endowment Trust Fund will issue an RFP for a European
03.03.16
Cal Reviews Potential Asset Allocation Changes
The University of California conducted a review of the asset allocations for its general endowment
03.03.16
UVM Revises Allocation; Adds MLPs, Real Estate, PE
The approximately $432 million University of Vermont endowment revised its asset allocation during
03.03.16