Asset Study/Review

Northeast Plan Approves Asset Allocation

Plan approved a new asset allocation as continues work toward separating its assets from the state’s division of investment.

11.24.21

Alternatives

Florida Plan Preps 2022 Educations

The plan’s investment consultant is recommending discussions on areas such as real estate, infrastructure, private equity and direct lending.

11.23.21

ESG

Midwest University Approves Fossil Fuel Divestment

A university based in the Midwest approved divesting its endowment from fossil fuel holdings during its board of trustees meeting this month.

11.18.21

Real Estate

Western Fund Begins Core Real Estate Search

A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.

11.18.21

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.