Asset Study/Review

Domestic Equity
Southern Plan Restructures Public Equity Portfolio; Terminates 2 Active Mgrs.

The restructuring will next eliminate three more managers next month.

06.02.22
Asset Study/Review
Midwest University Revises A/A

The institution increased its allocation to venture capital and domestic equity allocations last week through target reductions to diversifying investments, international developed equity and emerging markets equity.

06.01.22
Emerging/Diverse Managers
Western University Advances 18 Firms From Diverse Mgr. Meeting Initiative

The university is conducting a further review of 18 diverse firms after meeting with 100 managers across public and private asset classes in the first half of 2022 as it looks to invest at least $2 billion with diverse investment firms.

05.25.22
Fixed-Income
Rocky Mountain Plan Eliminates Long-Term Gov’t Bonds Target

Plan approved a new asset allocation policy that addresses the current marketplace.

05.24.22
Asset Study/Review
Western University Weighs Fossil Fuel Divestment, New Clean Energy Allocation

A university based on the West Coast is considering a clean energy allocation and fossil fuel divestment.

05.19.22
Alternatives
Midwest University Discloses Private Commitments

The institution made the bevy of commitments with existing managers within its long-term portfolio between October and January.

05.19.22
Alternatives
Northeast Plan Approves Private Commitments; A/A Changes

The plan approved new credit, venture capital and real estate commitments as well as several changes to its target asset allocation last week.

05.17.22
Asset Study/Review
Calif. Plan Tweaks Equity Targets

New public equity policy targets will help the plan better align with the global marketplace.

05.13.22
Small-Cap
Mid-Atlantic Plan Adds U.S. Small-Cap Target

Plan’s new asset allocation policy will introduce a 10% target to domestic small-cap equity.

05.11.22
Asset Study/Review
Colorado County Approves A/A

New policy increases the plan’s targets to private assets.

05.06.22