Asset Study/Review

Equity
Texas Plan Slates Global Growth Equity Mgr. Interviews; Adopts New Equity Structure

The plan expects to hold finalist interviews in September as part of an ongoing manager search and approved changes to its equity manager target allocations yesterday.

07.14.23
Fixed-Income
North Dakota Fire Plan Makes Maiden Fixed-Income Hire; Adopts New A/A

The pension plan hired a manager to implement its maiden 7% target to domestic fixed-income as part of a new asset allocation policy in March.

07.13.23
Fixed-Income
Rocky Mountain Pension Plan Hires Fixed-Income Mgr.

The pension plan hired a multi-sector fixed-income manager to replace a core-plus manager in March.

07.07.23
Non-U.S. & Global Equity
Illinois Pension Slates International Equity RFP

The plan will issue an RFP for ACWI ex-U.S. managers in the coming weeks.

07.07.23
Asset Study/Review
Great Plains Fund To Receive Education On New Strategy

The fund will receive an education on a potential new strategy from its general investment consultant in July as it also looks to approve a new investment policy statement and strategic asset allocation.

07.06.23
Asset Study/Review
Midwest University Adjusts A/A Toward Public Equity, Private RA

The university increased its targets to public equity and private real assets to reduce portfolio complexity and take advantage of higher interest rates.

06.29.23
Asset Study/Review
Great Plains Fund To Consider New A/A; VC Commitment

The fund will hold a first reading of proposed changes to its investment policy statement and strategic asset allocation, including increased allocations to fixed-income and hedge funds, at its June 29 board meeting.

06.28.23
Asset Study/Review
Midwest Foundation Revises A/A Toward U.S., Developed Markets Equity; Retains Outsourced CIO

The foundation recently revised the target asset allocation for its investment portfolio, shifting it toward domestic and developed market equities at the expense of emerging market stocks, and retained its outsourced cio provider.

06.28.23
Asset Study/Review
Western Savings Program Looking To Incorporate ESG, DEI Language In IPS

The program is looking to incorporate ESG and DEI language into its investment policy statement in the third quarter to improve representation of underrepresented communities in fund management and the underlying funds within its portfolio.

06.28.23
Asset Study/Review
Northeast Pension Plan Approves Asset Allocation Changes

The changes include increases to the plan’s core real estate and infrastructure targets and subsequent searches.

06.27.23