Asset Study/Review

ESG
New England University Votes Down Divestment Petitions

The university has voted down two proposals asking to divest its endowment from entities related to the war, humanitarian crises and human rights violations in Israel and will not consider further petitions.

04.02.25
ESG
Mid-Atlantic University Decides Against Divestment Proposal

The university decided against a proposal to halt financial ties to entities associates with Israel as it did not meet three main criteria, including consensus within the university community on how to respond to the issue.

04.02.25
Asset Study/Review
Mid-Atlantic Pension Adopts New A/A

The retirement system introduced TIPS and eliminated its low volatility and public real assets targets as a result of a new asset allocation policy.

04.01.25
Asset Study/Review
West Coast Pension Approves New Non-U.S. Equity Structure

The new structure will result in manager terminations and searches.

03.28.25
Consultant/OCIO/Discretionary
Northwest Pension To Launch Consultant Search

The retirement system’s existing consultant will see its contract expire on Dec. 31.

03.28.25
Asset Study/Review
Rocky Mountain Pension Adopts New A/A

The pension plan approved a new asset allocation policy that introduced five targets in the fourth quarter.

03.24.25
Conference Coverage
Allocation Dynamics Must Be Clearly Articulated To Stakeholders

Endowment boards need to have expectations as to how asset allocation and positioning is going to impact short-term results, an interim CIO at a university said, during a conference held in Miami this week.

03.20.25
Asset Study/Review
Northeast School Decides Against Divesting From Companies Involved In Gaza & West Bank Violence

The school decided against divesting its endowment from companies and industries implicated in military and police violence in Gaza and the West Bank as the portfolio had a de minimis exposure to identified stocks.

03.20.25
Asset Study/Review
Midwest Pension Plan Approves New Asset Allocation

The pension plan will also consider candidates in its executive director search next month.

03.19.25
Credit/Private Debt
Calif. Pension Adds Credit Commitment

The retirement system also kicked off its asset/liability study this week.

03.14.25