Asset Study/Review
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.
Five Midwestern state systems are negotiating with the incumbent provider following a search from the fourth quarter.
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.
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 plan based in the Northwest has hired a consultant to review its current investment policies and practices.
A university based in a Southern state has adjusted its asset allocation to enhance its expected return while maintaining diversification.
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.
The plan made changes to its asset allocation at yesterday’s board meeting.
