Asset Study/Review

Consultant/OCIO/Discretionary
Southern Fund Hires Consultant

A fund based in a Southern State has rehired its investment consultant.

08.18.21
Asset Study/Review
Southern Fund Approves New Policy Allocation

A trust fund in the South approved a new target asset allocation that increased its exposure to growth assets including equity and real estate at its June board meeting.

08.18.21
ESG
Canadian University To Reduce Carbon Footprint Of Pension, Endowment

A university in Canada has committed to reducing the carbon footprint of its pension and endowment portfolios by 50% by 2030 and achieving full carbon neutrality by 2040.

08.18.21
Asset Study/Review
West Coast County Approves Asset Allocation Changes

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

08.18.21
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