Asset Study/Review

A foundation in the Northeast swapped emerging markets equity managers this year as it decided it was an opportune time to make the change.

The plan will conduct a detailed review of its emerging markets equity portfolio that will include small-cap candidates next month.

A 529 plan in the Midwest has swapped several underlying real estate and fixed-income strategies to help reduce fees.

University increased its public equity and private investment target allocations at the expense of fixed-income and hedge funds.

A fund in the South approved a new strategic asset allocation for its liquid account following a recommendation from its general investment consultant last month that essentially creates a 60% equity 40% fixed-income portfolio.

A university based in the Midwest will periodically review all managers for ESG-related criteria within its investment portfolio as part of a new investment policy adopted at its board meeting last week.