Asset Study/Review

Private Equity
Southern Fund Expects Recommendation To Increase PE Target Following A/A Review

Recommendation to increase fund’s private equity target allocation will follow a review of its asset allocation later this year after receiving a review of its private equity portfolio in the first quarter.

04.07.22
ESG
Mid-Atlantic University On Track To Divest Private Fossil Fuel Investments

University on track to divest its endowment of all private investments in fossil fuel companies over the next thirteen years, according to a new report.

04.07.22
Asset Study/Review
Great Plains Fund Reviewing Potential Hedging Program; Makes PE, Infrastructure Commitments

Fund is reviewing a request to consider a potential hedging program for its exposure to oil made at its board meeting last week due to the commodity’s volatility.

04.06.22
Asset Study/Review
Midwest College Adjusts Investment Policy

Investment policy adjustments to include sustainability considerations and a higher corporate bond cap.

04.06.22
Private Equity
Southern University System Adds PE Commitment, Public Equity Mgrs.

A university system in the South added a private equity commitment within its endowment alongside some changes to its public equity portfolio to achieve a more balanced and global approach at its investment committee meeting this week.

03.30.22
Asset Study/Review
Western Education System Updates IPS

System updated the investment policy statement for its endowment, consolidating its target allocations, at a meeting last week.

03.30.22
International / Global / Emerging Markets
New England Plan Halts EMD Investing

Plan decided not to fund the mandate due to the ongoing Russia-Ukraine war.

03.28.22
Asset Study/Review
New England Institution Considering A/A Changes; Adds Global, Int’l Equity Mgrs.

The institution will consider increasing its target to private equity through the reduction of its allocation to hedge funds as it looks to increase its return.

03.24.22
Asset Study/Review
Midwest Plan Sets New Asset Allocation

The plan increased its private equity and fixed-income allocations at today’s board meeting.

03.17.22
Ukraine-Russia
Western State Fund Divesting Russian Assets

A state fund in the West is starting to divestment its endowment of Russian currency and debt.

03.10.22