Asset Study/Review

ESG
Mid-Atlantic Investment Company Develops Responsible Investment Approach

The new investor responsibility framework was developed to guide the company’s investment approach and align with broader sustainability and social responsibility objectives of its founding institution.

03.10.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Credit/Private Debt
Calif. Plan Concludes Liquid Multi-Sector Credit Search

The new liquid multi-sector manager will handle a roughly $375 million mandate for the plan.

03.03.22
Announcements
Southern University Establishes Endowment

The Southern university system approved creating a $300 million endowment to help undergraduate students pay for college with funding coming from investment returns generated by university financial officers.

03.03.22
Ukraine-Russia
Rocky Mountain University & Foundation Exiting Russian Investments

A university and its foundation based in the Rocky Mountains are exiting their small investments in Russian companies in an action to send a message that it stands in solidarity with the people of Ukraine following its invasion last week.

03.03.22
Non-U.S. & Global Equity
Southern University Updates A/A For Endowed, Non-Endowed Portfolios

A university in the South made changes to the target asset allocations for its endowment and non-endowed portfolios at its Feb. 24 committee meeting.

03.03.22
Asset Study/Review
Midwest 529 Adds U.S. Small-Cap, Core Bond Investment Options

A Midwestern college savings trust authority has adjusted the underlying fund investment options for two of its plans, adding small-cap equity, emerging markets equity, core bond and real estate options.

03.03.22
Asset Study/Review
Midwest Diocese To Update IPS Following New Advisor Hire

An episcopal diocese in the Midwest will update its investment policy this spring after selecting a new investment advisor in late 2021.

03.03.22
Asset Study/Review
Midwestern Board Updates IPS

A board in the Midwest approved changes to its investment policy statement including new permitted investments at its meeting last month.

03.03.22
Large-Cap
Massachusetts Plan Retains LCG Manager         

Plan rehired its incumbent domestic large-cap growth equity manager following a search conducted by its consultant.

02.25.22