Asset Study/Review

Real Estate
Great Plain Fund To Consider IPS Changes Following RE Investment

A fund in the Great Plains region will consider changes to its investment policy statement later this month after approving a real estate investment within its portfolio at its board meeting in late January.

02.03.22
Asset Study/Review
New England Institution Weighs Full Fossil Fuel Divestment

A university in New England is weighing divesting three of its portfolios from fossil fuels.

02.03.22
Private Equity
New England Plan Increases PE Allocation Range

The new allocation range equates to $2.7 billion to $3.3 billion to private equity this year.

02.01.22
Real Estate
Great Plains Fund Considers Real Estate Investment, IPS Change

A fund in the Great Plains region will consider a real estate investment as well as changes to its investment policy statement at its January board meeting.

01.27.22
Asset Study/Review
Midwest State Systems Retain Divestment Services Provider

Five Midwestern state systems are negotiating with the incumbent provider following a search from the fourth quarter.

01.20.22
Asset Study/Review
Southern Corporation To Vote On Bylaws This Month

A corporation in the South held its first meeting last week and is one step closer to being a functioning entity as it will vote on its initial bylaws at a meeting later this month.

01.13.22
Asset Study/Review
New England University Updates Asset Allocation

A university in New England approved new fiscal year investment policy targets for its portfolio, increasing its allocations to private equity and absolute return.

01.13.22
Asset Study/Review
Western Fund Adjusts A/A Target Ranges

A fund in the West approved new long-term policy benchmark targets for its portfolio that established symmetrical minimum and maximum ranges around the long-term allocation.

01.13.22
Asset Study/Review
Northwest Plan Hires Consultant For Asset Study

A plan based in the Northwest has hired a consultant to review its current investment policies and practices.

01.06.22
Asset Study/Review
Southern University Adjusts A/A

A university based in a Southern state has adjusted its asset allocation to enhance its expected return while maintaining diversification.

01.06.22