Asset Study/Review

Cash
Midwest Plan Increases Cash Target Following Asset/Liability Study

The 529 plan increased its cash target in anticipation of significant cash outflows over the next two years with funding coming from reductions to fixed-income and public equities.

06.22.22
Asset Study/Review
West Coast University Explores Addition Of Active Equity Strategies

The university is looking to add actively managed domestic and emerging markets equity strategies in order to diversify and enhance its portfolio’s returns.

06.16.22
Asset Study/Review
Southern System To Consider A/A Changes; Makes PE Commitments

Target asset allocation changes under consideration for the system’s largest pool would ensure the portfolio is prudently allocated to withstand further disruptions to the market and economy.

06.16.22
Real Estate
Great Lakes University Considers Additional Commitment To RE Manager

The university will consider committing additional capital to an existing real estate strategy as the firm eyes a more robust opportunity set than anticipated and prefers to increase the size of the fund rather than raise a new one.

06.15.22
Credit/Private Debt
Calif. County Eyes Private Debt

The plan will discuss adding a 3% private debt target at its board meeting on Friday.

06.14.22
Asset Study/Review
Rocky Mountain Plan Adds Private Equity Target

Plan’s new 4% target to private equity will help increase its expected return.

06.09.22
Alternatives
Midwest University Revises A/A; Adds VC, PE Commitments

The university added several venture capital strategies and a buyout private equity fund to its endowment in the first quarter.

06.09.22
Asset Study/Review
Southern 529 Plan Eliminates Equity Exposure As Part Of New IPS

College savings plan will exclusively invest in fixed-income and cash after eliminating its equity exposure late last month.

06.09.22
Asset Study/Review
Northwest Plan Adjusts Portfolio Targets Following Asset Study

A state trust updated the target asset allocation for one of its portfolios, increasing its targets toward domestic and international equities.

06.09.22
Asset Study/Review
West Coast Plan Considering PE Asset Class

Consideration of private equity comes as part of an asset allocation study expected for review this week.

06.07.22