Asset Study/Review
The university approved new investment policies with revised asset allocations for its endowment, retirement plan and working capital pools that includes removing the absolute return asset class.
The retirement system has approved a new asset allocation policy that increases its targets to U.S. equity, diversifying strategies and infrastructure.
President Donald Trump signed into law a bill amending the current 1.4% excise tax on the net investment income of higher education institutions with a tiered system based on institutions’ student-adjusted endowment.
The 529 plan based recently approved a new asset allocation mix that includes increased targets to cash, domestic equities and real estate.
The plan also received a work plan from its newly hired general investment consultant.
A university based in the Midwest has adopted a new policy for its general pool that adds new asset classes as allowable investments.
A college based in the Northeast region has entered an agreement to absorb the endowment of a nearby college that closed its doors last year.
The pension plan approved a fiscal year 2026 asset allocation policy for three of its systems at this week’s board meeting.
The asset allocation changes reflect the retirement system’s progress in moving toward its current long-term policy.
A university based in the Midwest has removed a social responsibility clause from its investment policy statement.