Asset Study/Review

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

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.

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.