Asset Study/Review

ESG
Southern Treasurer to Divest $200 Million From BlackRock

The treasurer’s office is divesting from the firm within the state’s 529 college savings plan.

10.13.22
Asset Study/Review
Midwest Foundation Approves New Strategic AA

The foundation approved a maiden private credit target and increased its allocation to hedge funds following an asset allocation study.

10.13.22
Asset Study/Review
Southern University Weighs Increase To Global Equity, PE Targets

The university is considering a proposal to increase its asset allocation targets to global equity and private equity.

10.13.22
Asset Study/Review
Midwest University Debates Changing Investment Mgmt. Role

The university will consider taking a more discretionary role in the management of its non-endowed portfolios.

10.06.22
Asset Study/Review
Southwest Plan Adopts New Asset Allocation

The new strategic asset allocation increases its private equity and private credit targets.

09.29.22
Alternatives
Great Plains Fund Eyes Alts. Allocation Build-Out

The fund is looking to build out its alternatives allocations to align its portfolio with a new strategic asset allocation approved in June.

09.29.22
ESG
Midwest Foundation Transitions Endowment To MRIs

The foundation has transitioned its endowment to mission-related investments that promote environmental sustainability.

09.29.22
Asset Study/Review
West Coast Plan Creates Policy For Short-Lived Opportunities

The policy will allow staff to take advantage of time-sensitive investment opportunities.

09.27.22
Asset Study/Review
Midwest Plan Increases Private Markets Target; Places Int’l Equity Mgr. On Watch

The plan increased its total private markets target as the portfolio is currently overweight to private equity and private real assets and recently placed an MSCI EAFE Index fund manager on watch due to underperformance.

09.23.22
Private Equity
Southern University Drafting PE Co-Investment Policy, Approves RE Commitment

The institution has drafted a private equity co-investment policy framework alongside its general investment consultant that will be presented at a future meeting.

09.22.22