Asset Study/Review

Surveys/Studies
E&Fs Can Optimize Portfolio Construction To Offset Ongoing Challenges: Report

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.

09.09.21
Asset Study/Review
Midwest Plan Delays Asset Allocation Discussion

The plan has delayed further discussion on its asset allocation until its consultant can present in person.

08.27.21
Asset Study/Review
Southern University To Consider PE Commitments, HF Redemptions

A university in the South will consider making three private equity commitments and redeeming from two hedge fund managers within its endowment this week.

08.26.21
International / Global / Emerging Markets
Great Plains Fund Considering Replacing EME, Int’l Equity Managers

A fund based in the Great Plains region will consider replacing two emerging markets equity managers and an international small-cap equity manager at its board meeting today.

08.26.21
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