Asset Study/Review

Fixed-Income
Rocky Mountain Plan Eliminates Long-Term Gov’t Bonds Target

Plan approved a new asset allocation policy that addresses the current marketplace.

05.24.22
Asset Study/Review
Western University Weighs Fossil Fuel Divestment, New Clean Energy Allocation

A university based on the West Coast is considering a clean energy allocation and fossil fuel divestment.

05.19.22
Alternatives
Midwest University Discloses Private Commitments

The institution made the bevy of commitments with existing managers within its long-term portfolio between October and January.

05.19.22
Alternatives
Northeast Plan Approves Private Commitments; A/A Changes

The plan approved new credit, venture capital and real estate commitments as well as several changes to its target asset allocation last week.

05.17.22
Asset Study/Review
Calif. Plan Tweaks Equity Targets

New public equity policy targets will help the plan better align with the global marketplace.

05.13.22
Small-Cap
Mid-Atlantic Plan Adds U.S. Small-Cap Target

Plan’s new asset allocation policy will introduce a 10% target to domestic small-cap equity.

05.11.22
Asset Study/Review
Colorado County Approves A/A

New policy increases the plan’s targets to private assets.

05.06.22
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