Asset Study/Review

The plan increased its private equity target as part of an annual investment policy statement review.

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

A foundation based in the Midwest recently adjusted its asset allocation targets, shifting toward equity and away from fixed-income.

A foundation based in the Midwest is developing a strategy to include more diverse-owned investment managers within its portfolio.

Endowments and foundations can optimize their portfolio construction approaches in order to bridge the gap caused by portfolio challenges related to rising interest rates, inflation and muted return expectations, according to a new report.