Asset Study/Review

Asset Study/Review
Western System To Review Portfolio Management Structure

A university system in the West will review and discuss the current management structure of its endowment as well as other potential management options at its meeting next week.

06.24.21
Asset Study/Review
Mid-Atlantic Institution Revises A/A; Adds Equity Managers

An institution in the Mid-Atlantic region approved a new target asset allocation for its investment portfolio and added three new managers at its meeting last month.

06.24.21
Asset Study/Review
Virginia Plan Adopts A/A; Adds Equity Investment

A Virginia-based pension plan approved new long-term asset allocation targets as well as an emerging markets growth equity investment today.

06.23.21
Asset Study/Review
Northeast Plan Approves A/A Changes; Eyes Non-Core RE Opportunities

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

06.22.21
Asset Study/Review
Northwest State Plan Adopts New A/A

A state investment board in the Pacific Northwest adopted a new asset allocation policy for four of its plans.

06.21.21
Asset Study/Review
Calif. Plan Approves A/A, RE Commitment

A California plan approved a “more privates” asset mix and a real estate commitment.

06.18.21
Asset Study/Review
West Coast University Revises A/A, Retains Consultant

A university based on the West Coast revised its target asset allocation and retained its investment consultant at a meeting last month.

06.17.21
Passive Equity
Western Fund Adds Private Equity Commitment Following Allocation Increase

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

06.17.21
Asset Study/Review
Southwest Plan Nears New A/A

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

06.15.21
Asset Study/Review
Mid-Atlantic Plan Tweaks Asset Allocation; Makes Commitments

A Mid-Atlantic plan tweaked its asset allocation and disclosed roughly $347 million in recent commitments at today’s board meeting.

06.10.21