Asset Study/Review

Fixed-Income
Calif. County Approves Non-Core FI Targets, Credit Commitment

The plan increased its private credit target and added a commitment within the non-core fixed-income portfolio yesterday.

08.25.22
Credit/Private Debt
Rocky Mountain Plan Eyes Credit Manager Hires; Reviews RE Portfolio

The plan is in the process of filling its 5% private credit target and conducting a real estate portfolio structure review.

08.24.22
Asset Study/Review
West Coast Religious Order Alters A/A; Adds RE Manager

The religious institution adjusted the targets for its investment fund and socially responsible investment fund.

08.24.22
Equity
West Coast Plan Considers New Equity Manager Hires

A plan based on the West Coast is consideration the addition of active equity managers as part of shift in portfolio structure.

08.22.22
Asset Study/Review
Presbyterian Church Affiliates To Divest From Fossil Fuel Companies

A church is requiring its pension board and foundation to divest from five oil and gas companies as they do not align with its social or ethical values.

08.11.22
Daily Feed
Texas Plan Replaces Small-Cap Core Mandate

The plan approved a consultant recommendation to swap out its domestic small-cap core equity mandate due to a change in the firm’s investment process.

08.09.22
Small-Cap
Southern Plan Terminates Three Small-Cap Mgrs.

The terminations stem from a completed domestic equity restructuring.

08.08.22
Real Assets
Virginia Plan Adds Natural Resources Target

The plan will reduce its total alternative and equity targets to fund the new asset class.

08.08.22
Asset Study/Review
Southern Fund Revises Liquid Account A/A

The fund approved a new strategic asset allocation for its liquid account in June, increasing targets across its equity portfolio as well as core bonds through the elimination of a fixed-income allocation.

08.04.22
ESG
West Coast University Adds ESG Investment Policy For Endowment

The university adopted a new environmental and socially responsible investment policy in June to incorporate an ESG lens while moving beyond negative screening.

08.03.22