Asset Study/Review

A fund based in a Western state added an alternative investment strategy to its portfolio at its board meeting this month.

The plan will receive a recommendation from staff and consultant on a new asset allocation.

A foundation based in the Midwest is looking to add a diversity lens to its investment policy as part of its broader mission-related investment strategy.

A university based in the Midwest increased its target allocation to domestic small-to-mid-cap equities in late April.

A trust fund in the South will consider a new target asset allocation at its June 18 board meeting following a recommendation from its general investment consultant at a board meeting last week.

A university in New England revised the target asset allocation for its endowment as part of investment policy changes approved in April.