Asset Study/Review

Asset Study/Review
Virginia System Tweaks A/A; Approves PE Commitments

The plan adjusted its asset allocation policy to reflect its progress toward an 11% long-term private equity target and also approved two commitments in September.

01.03.23
Fixed-Income
Southeast Plan Approves New FI Portfolio Structure

The new structure introduces a target to short-duration fixed-income and eliminates the plan’s passive core fixed-income target.

12.23.22
Asset Study/Review
Rocky Mountain Plan Adopts A/A

The plan recently increased its domestic equity targets by reducing its floating rate corporate loans target.

12.23.22
Asset Study/Review
Southern University Revises Target A/A

The university increased its targets to private equity and global equity at the expense of hedge funds.

12.21.22
Alternatives
Midwest Plan Bolsters Alts. Portfolios; Updates A/A

The plan added up to $340 million in commitments to existing private equity and real estate manager relationships.

12.19.22
Asset Study/Review
Mid-Atlantic Plan Adds Farmland, Int’l Small-Cap Targets

The plan will target 5% each to the new asset classes.

12.19.22
Asset Study/Review
Wisconsin Approves New A/A

The plan approved a new asset allocation for its Core Trust Fund yesterday.

12.16.22
Asset Study/Review
Southern School Votes To Join University of Texas System

The university’s board of regents voted to join the system as a member institution last month in part because of its larger applicant pool and access to long-term investment funds.

12.15.22
Fixed-Income
Midwest Plan Eyes Bond Mgr. Search, A/A Study

The plan may conduct a search to replace its passive core fixed-income manager next year following an asset allocation study.

12.14.22
Equity
Southern University Pivots Fund Toward Equities

The university updated the fund’s asset allocation targets on the heels of several manager hires earlier in the year.

12.14.22