Asset Study/Review

Real Estate
New England Plan Slates Value-Add RE Finalist Interviews

Plan will hear presentations from four value-add real estate finalists at next month’s board meeting.

02.25.22
Asset Study/Review
Colo. City Adopts New A/A

The new policy increases the plan’s equity targets and reduces its fixed-income target.

02.25.22
Fixed-Income
Southern 529 Considering New Investment Strategies

A 529 plan in the South may consider recommendations to add high-yield fixed-income and emerging market fixed-income strategies at its meeting next week.

02.24.22
Private Equity
Midwest Plan Discloses PE Commitments

The plan disclosed three private equity commitments with existing managers today.

02.17.22
Asset Study/Review
Northeastern College Updates 403(b) Retirement Plan, Adds Investment Options

College consolidated existing contracts into one retirement plan account.

02.17.22
Asset Study/Review
Southern University Adjusts A/A; Adds PE Commitments

A university in the South revised the target asset allocation for its endowment fund, increasing its target to private equity, at its investment committee meeting this month.

02.10.22
ESG
New England University Eyes Climate Solution Investments

A university in New England is looking to grow its almost 1% exposure to climate solutions and has identified the expansion of existing high-quality managers into climate-related activity as part of their regular investment efforts as an emerging opportunity source

02.10.22
Asset Study/Review
New England College Updates Asset Allocation

A college in New England updated the target asset allocation for its endowment last year, increasing allocations to global equity and long/short hedge funds.

02.10.22
Asset Study/Review
Midwest Plan Tweaks A/A; To Interview Buyout FoFs

The plan reduced its exposure to international equity and will receive two buyout fund-of-funds manager presentations as part of an ongoing search.

02.04.22
Asset Study/Review
Southern Corporation To Review A/A

The Southern corporation’s board is considering reviewing its asset allocation later this year separate from the annual asset allocation review of the agency overseeing the corporation.

02.03.22