Asset Study/Review

Asset Study/Review
Midwest Plan Approves A/A Targets; Hires Passive Mgrs.

New plan approved both interim and long-term asset allocation targets and hired two passive managers to assist with an impending transition of assets.

06.02.21
Non-U.S. & Global Equity
Mid-Atlantic Plan To Conduct Int’l Small-Cap Search

The plan will conduct an international small-cap equity manager search as part of a new asset allocation.

05.28.21
Asset Study/Review
Midwest University Approves New A/A

A university based in the Midwest adopted a new asset mix, increasing its targets to domestic equity, diversifying strategies, fixed-income and cash at an investment committee meeting last week.

05.27.21
Asset Study/Review
Southern University Considering Maiden Allocations

A university in the South will consider maiden allocations to global equity, private debt, Treasuries/TIPS and diversified fixed-income at a special workshop prior to its next committee meeting in the third quarter.

05.27.21
Asset Study/Review
Northeast Plan Approves New A/A, Index Providers

The plan approved a new asset allocation as well as new index fund providers at a board meeting today.

05.20.21
Emerging/Diverse Managers
Calif. Plan To Conduct Emerging Mgr. Program Searches; Approves New A/A

The plan agreed to advance two emerging manager program RFPs and implement a new asset allocation yesterday.

05.20.21
Asset Study/Review
Southern Trust Fund Approves New A/A

A trust fund in the south approved a new target asset allocation including a maiden allocation to hedge funds at its first quarter board meeting.

05.20.21
Asset Study/Review
Midwest Fund Moves Toward Equities, Alternatives As Part Of A/A Changes

A fund based in the Midwest approved increasing its targets to public equities and alternatives earlier this week following a recommendation from its general investment consultant.

05.20.21
Asset Study/Review
Midwest University Considering Internally Managed Equity Portfolio, Int’l Equity, RE Investments

A university in the Midwest will consider allowing investment staff to manage a direct equity portfolio as well as potential international equity and real estate investments at its meeting today.

05.20.21
Asset Study/Review
West Coast University Updates A/A For Investment Pool

A university on the West Coast updated the strategic asset allocation for an endowment pool as part of changes to the investment policy statement last week.

05.20.21