Asset Study/Review

Asset Study/Review
Southern University System To Receive A/A Recommendation

The institution expects to receive formal recommendations on asset allocation changes to its liquidity pool from its general investment consultant at a future board meeting.

11.16.23
Asset Study/Review
Mid-Atlantic Pension Mulls A/A Changes; Discloses Commitments

The pension plan will consider tweaking its asset allocation for fiscal year 2024 at its board meeting tomorrow and disclosed commitments totaling $450 million at today’s investment advisory committee meeting.

11.15.23
ESG
Western College Considering Fossil Fuel Divestment

The college’s board of trustees will consider divestment proposals for its endowment at meetings this week.

11.08.23
Domestic Equity
Southern Fund Extends Watch List Status For Firm; Transitions Real Estate Manager

The fund extended the watch list status for one of its domestic equity managers during its August board meeting despite improved performance over the last three quarters.

11.08.23
Credit/Private Debt
Midwest Retirement System Slates Credit Search; Axes Three Mgrs.

The retirement system agreed to launch an evergreen private debt manager search and terminate three managers as part of a new asset allocation policy.

11.03.23
Equity
Southern University Increases Long-Term Target For Equities

The university revised its long-term targets for drivers of return of its endowment, increasing its target to equities at the expense of absolute return, credit and real estate.

11.01.23
Alternatives
Midwest College Looks To Refine Alternative Asset Classes

The college is fine-tuning its hedge fund and private equity portfolios in the near term as it makes progress on its long-term goal to divest from fossil fuel investments.

11.01.23
Asset Study/Review
Southern Plan Adopts New Asset Allocation

The new allocation increases its fixed-income target at the expense of domestic equity.

10.19.23
Asset Study/Review
Midwest Pension Plan Tweaks Asset Allocation

The pension plan agreed to increase its global equities target by reducing its global private equity target from Oct. 1 through Dec. 31, 2024.

10.19.23
Consultant/OCIO/Discretionary
West Coast Pension To Issue Consultant RFP

The plan is also slated to discuss alternative asset mixes for its fixed-income portfolio.

10.17.23