Asset Study/Review

Asset Study/Review
Canadian University Revises Asset Allocation

A university in Canada approved a new benchmark allocation for its endowment in the 2021 fiscal year, significantly increasing its allocation to global equity.

11.18.21
Asset Study/Review
Northeast Library Adds Treasury Target As Part Of New A/A

The library approved a new target allocation that increased allocations to safe haven assets in fixed-income, reduced its global asset allocation target in favor of strategic equity and fixed-income allocations and balanced its regional exposure in equities to better align with the MSCI ACWI.

11.18.21
Asset Study/Review
CalPERS Approves Adding Leverage To Portfolio

The plan will also create a 5% private debt target as part of a new asset allocation.

11.16.21
Asset Study/Review
Southern Plan Adopts New A/A

The plan also made two private markets hires earlier this year.

11.16.21
Private Equity
Mid-Atlantic Institution Increases PE Allocation

A university in the Mid-Atlantic region significantly increased its allocation to private equity investments over the course of the 2020 fiscal year.

11.10.21
Asset Study/Review
Southeast Plan Approves New A/A

Plan added several new asset classes as part of asset allocation targets approved at today’s board meeting.

11.10.21
Consultant/OCIO/Discretionary
Calif. County Extends Consultant Contract; Continues A/A Discussions

The plan extended its general investment consultant contract with Verus and discussed its ongoing asset/liability study this week.

11.05.21
Absolute Return
Great Plains Fund Adds Absolute Return Managers

A fund in the Great Plains region invested in two new active absolute return managers and terminated an existing absolute return manager at its board meeting last week.

11.04.21
Asset Study/Review
Southern Fund Considering IPS Changes To Fixed-Income Guidelines

A fund in the South is considering changes to its investment policy statement to expand current fixed-income guidelines to allow its core plus managers opportunities to deliver additional alpha.

11.04.21
Asset Study/Review
Southern 529 Plan Adds SCV Manager To Watchlist

A 529 plan in the South added a domestic small-cap equity manager to its watchlist for performance concerns.

11.04.21