Asset Study/Review

Asset Study/Review
Midwest University Preps For A/A Study

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.

06.28.22
Asset Study/Review
New England Institution Approves New A/A; Discloses Pvt. Investment Commitments

Institution’s newly approved endowment asset allocation increases its target to private equity at the expense of hedge funds.

06.28.22
Asset Study/Review
Mid-Atlantic Plan Tweaks A/A; Adds Commitments

Plan made asset allocation changes in an effort to move closer to its long-term policy and disclosed four commitments today.

06.23.22
Credit/Private Debt
Northwest Plan Approves Private Debt Search, New A/A

Plan is seeking private debt managers to each handle an up to $100 million mandate and approved new asset allocation policies last week.

06.23.22
Asset Study/Review
Southern Fund Revises Asset Allocation

New strategic asset allocation approved last week increases targets to private equity and non-core fixed-income, including high-yield bonds and bank loans.

06.23.22
Alternatives
Canadian Plan Adds Public Market Alts. Asset Class

The plan is allowed to invest up to 7.5% of total assets into the new asset class.

06.22.22
Asset Study/Review
Southern Fund Considers Increasing RE Investment

The fund will consider increasing its investment with an existing real estate manager this summer as its target to the asset class is significantly underweight.

06.22.22
Asset Study/Review
New England Institution Reviewing A/A

The institution will review the asset allocation for its endowment this week and consider increasing its private equity target.

06.22.22
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