Asset Study/Review

Asset Study/Review
Great Lakes University Considers Global Equity, Private Equity Investments

A university in the Great Lakes region will consider a global value equity investment and private equity commitment within its long-term portfolio during its board meeting today.

10.21.21
Asset Study/Review
Midwest State Systems Issue Divestment Services RFP

The systems have issued an RFP seeking to contract with one firm to provide divestment research services for three state divestment laws, which apply to investments in Sudan, Iran and Israel.

10.21.21
Asset Study/Review
Northwest State Plan Approves New A/A

The plan approved a new asset allocation for its Commingled Trust Fund.

10.18.21
ESG
New England College To Divest From Fossil Fuels

A college in New England will reduce its endowment’s fossil fuel holdings to zero over time and invest in energy transitions as part of its plan to address the ongoing climate crisis.

10.14.21
Emerging/Diverse Managers
Calif. Plan Authorizes Illiquid Credit Emerging Mgr. Program RFP

The plan authorized the issuance of an RFP as part of a newly approved credit portfolio structure.

10.13.21
Passive Equity
Midwest Plan Selects Two In Passive Mgmt. Search; Approves New A/A Targets

The plan hired two passive investment managers at a board meeting last week following interviews.

10.12.21
Asset Study/Review
Louisiana Plan Preps Asset Allocation Changes

The changes would result in manager searches across fixed-income, equity, real estate, private equity and infrastructure.

10.07.21
Asset Study/Review
Midwest University Considering Fossil Fuel Divestment

A university based in the Midwest is preparing a board of trustees vote to divest its approximately $2 billion endowment from fossil fuels.

10.07.21
Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
ESG
Midwest College Divesting From Oil And Gas Investments

A college based in Minnesota approved divesting its endowment of public investments in oil or gas companies and barring future allocations to companies or funds invested solely in oil or gas last month.

09.30.21