Asset Study/Review

Asset Study/Review
New England College Divesting From Fossil Fuels

College will phase out its indirect investments in fossil fuels, including real assets funds related to oil and gas extraction, with the goal of completing liquidation of the funds by 2033.

05.05.22
Asset Study/Review
New England University Commits To Fossil Fuel Divestment

The university is planning to divest its portfolios from direct fossil fuel investments by May 31 and indirect fossil fuel investments by 2030.

05.05.22
Asset Study/Review
Midwest State University Revamps Retirement Plans

System added a new investment manager relationship in an overhaul of the investment option lineup for its retirement plans.

05.05.22
Asset Study/Review
Southern Foundation Increases RE Allocation, Adds Mgr.

Foundation hired a real estate manager as part of increasing its allocations to real estate and real assets last year.

05.05.22
Asset Study/Review
Southern University Foundation Revises Long-Term Pool Allocation

Revised asset allocation raises private equity and real assets targets for long-term investment pool to take advantage of its long-term investment horizon and add more balance to the portfolio.

05.04.22
Credit/Private Debt
New England Plan Posts Private Debt Mgr. RFP

The plan is looking to invest $8 million in the asset class for the first time.

05.04.22
Asset Study/Review
Conn. Plan Tweaks A/A; Taps Emerging Markets Small-Cap Candidates

The plan approved eliminating its global asset allocation target and folding a China equity target into its broader emerging markets equity allocation at its board meeting today.

04.29.22
ESG
Church Pension Recommends Adding Companies To Divestment List

A pension board affiliated with a major church is recommending the denomination add several energy companies to its divestment/proscription list due to involvement in environmental issues.

04.28.22
Alternatives
Southern University Foundation Increasing Pvt. Markets, Real Assets Targets

A university in the South revised the target asset allocation for its endowment last month, increasing its allocations to private markets and real assets.

04.27.22
Real Estate
Midwest University Eyes Multifamily Housing, Industrial Supply Chain Properties

University will target multifamily housing and industrial supply chain properties after it increased its allocations to real estate, infrastructure and private equity assets within its retirement plan last week.

04.27.22