Asset Study/Review

Asset Study/Review
Southern Fund Approves New Strategic Asset Allocations

A fund in the South approved new long-term strategic asset allocations for its endowments and intermediate term fund at its June board meeting.

07.15.21
Asset Study/Review
Midwest University Approves More Conservative Asset Allocation

A university based in the Midwest has adjusted the target asset allocation of one of its pools to a more conservative approach at its board meeting last month.

07.15.21
Consultant/OCIO/Discretionary
West Coast County Plan Votes To Stick With NEPC

The plan’s board voted to retain NEPC as its investment consultant after its investment committee was deadlocked on a decision.

07.02.21
Asset Study/Review
Western System To Review Portfolio Management Structure

A university system in the West will review and discuss the current management structure of its endowment as well as other potential management options at its meeting next week.

06.24.21
Asset Study/Review
Mid-Atlantic Institution Revises A/A; Adds Equity Managers

An institution in the Mid-Atlantic region approved a new target asset allocation for its investment portfolio and added three new managers at its meeting last month.

06.24.21
Asset Study/Review
Virginia Plan Adopts A/A; Adds Equity Investment

A Virginia-based pension plan approved new long-term asset allocation targets as well as an emerging markets growth equity investment today.

06.23.21
Asset Study/Review
Northeast Plan Approves A/A Changes; Eyes Non-Core RE Opportunities

The plan approved changes to its asset allocation at a board meeting today.

06.22.21
Asset Study/Review
Northwest State Plan Adopts New A/A

A state investment board in the Pacific Northwest adopted a new asset allocation policy for four of its plans.

06.21.21
Asset Study/Review
Calif. Plan Approves A/A, RE Commitment

A California plan approved a “more privates” asset mix and a real estate commitment.

06.18.21
Asset Study/Review
West Coast University Revises A/A, Retains Consultant

A university based on the West Coast revised its target asset allocation and retained its investment consultant at a meeting last month.

06.17.21