Asset Study/Review

Private Equity
Midwest Plan Slates PE Mgr. Interviews; Approves New A/A

The plan will interview two private equity managers this week after approving a new asset allocation in May.

08.17.21
Asset Study/Review
Western University Revises IPS, Permits Direct Real Estate Investments

A university in the West revised the investment policy for its endowment in the first quarter, eliminating its alternative investment allocation range and authorizing direct investment in real estate.

08.12.21
Consultant/OCIO/Discretionary
Calif. Plan To Conduct Consultant Search; Retains PE Advisor

The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.

08.11.21
Infrastructure
Midwest Plan Makes Infrastructure, Defensive Equity Hires

Hires stem from a newly adopted asset allocation.

08.06.21
Asset Study/Review
Great Plains Foundation Issues Invitation-Only RFP For Asset Study

A foundation based in a Great Plains state has issued an invitation-only RFP for an investment consultant to conduct an asset allocation study.

08.05.21
Asset Study/Review
Midwest Plan Slates Asset Allocation Study

The plan will review an asset allocation study that may introduce two new sub-asset classes next month.

07.30.21
Asset Study/Review
West Coast University To Convene Committee To Explore Fossil Fuel Divestment

A university on the West Coast approved convening a committee to investigate a proposal to divest its endowment of fossil fuels and reinvest in more environmentally sustainable assets at its board meeting earlier this month.

07.28.21
People Moves
PennSERS Names New CIO

The plan, which lost previous CIO Seth Kelly in June, appointed a permanent replacement at today’s meeting.

07.28.21
Asset Study/Review
Midwest University Foundation Adjusts A/A

A university based in the Midwest has adjusted its endowment asset allocation targets.

07.22.21
Asset Study/Review
Southern 529 Plan Adds Money Market Fund

A college savings in a Southern state recently added a money market fund to replace a deposit account option.

07.22.21