Asset Study/Review
The foundation is conducting an annual asset allocation review for its investment portfolio alongside an ESG and DEI scoring process with its new general investment consultant.
The fund approved a new strategic asset allocation to continue to move its assets toward an endowment style portfolio with private markets investment exposure.
The university is reviewing the investment policy and asset allocations for its short- and long-term pools as well as its foundation alongside its general investment consultant.
Plan introduced private credit and private infrastructure target allocations and hired a domestic mid-cap value equity manager to replace its existing mandate with Wellington Management Company this week.
The fund will consider approving a new strategic asset allocation for its portfolio as well as review the cost and benefits of hedging the fund’s oil and gas revenues as requested earlier this year.
The university will remove investments in energy companies with high carbon emissions and seek out and support investments in technologies that accelerate the transition to a carbon-free energy future.
Plan will take a deep dive of the international equity space for potential options after placing a EAFE value firm on watch today.
Innovation portfolio will house investments in emerging asset types that are innovative and/or disruptive and have no clear categorization.
The university is planning to conduct a strategic asset allocation study later this year after it terminated a global bond mandate and reallocated the funds to short-term bond and growth equity funds this month.
Institution’s newly approved endowment asset allocation increases its target to private equity at the expense of hedge funds.
