Asset Study/Review

Mid-Cap
Midwest University Governing Board Adds Mid-Cap Fund To Retirement Plan Lineup

The governing board of a Midwest university system replaced one fund for another in its retirement plans investment lineup.

04.21.21
Absolute Return
Calif. Plan Restructures Absolute Return Portfolio; Hires Overlay Provider

A California plan restructured its absolute return portfolio and hired an overlay services provider at yesterday’s board meeting.

04.16.21
MRI/Social Investments
Midwest University To Divest From Fossil Fuels

A university based in the Midwest announced it will divest its endowment from investments in fossil fuel companies over the next decade.

04.15.21
MRI/Social Investments
Ivy League University Adopts Net-Zero Greenhouse Gas Investment Strategy

An Ivy League institution has adopted a new investment strategy to reduce the net greenhouse gas emissions from its endowment investments to zero by 2050.

04.14.21
Fixed-Income
West Coast Plan Consolidates Fixed-Income Mandates; Approves RE Commitment

A West Coast pension plan consolidated three fixed-income mandates with Western Asset Management and approved a real estate commitment at its board meeting last week.

04.12.21
Private Equity
Western State Considers PE Commitment, New Illiquid Asset Targets

A trust fund in a Western state will consider making a private equity commitment and shifting its portfolio toward illiquid allocations at its board meeting this week.

04.08.21
Asset Study/Review
Rocky Mountain Plan Adjusts Asset Allocation

A Rocky Mountain pension plan amended its strategic asset allocation targets following a ten-year forward-looking study.

04.07.21
Surveys/Studies
Pandemic Market Impact Drives Portfolio Changes In 2021, Institutions Increase Alternative Allocations 

Most institutional investors did not make significant asset allocation changes in 2020 due to the COVID-19 pandemic, however 2021 is looking to shape up differently, according to a new study.

04.01.21
Asset Study/Review
Windy City Plan Approves A/A Changes

Plan increased its equity allocation and reduced its fixed-income exposure through asset allocations changes approved last week.

03.30.21
Hedge Funds
Rocky Mountain Plan Terminates HFoF Mgr.; Tweaks A/A

A Rocky Mountain pension plan terminated its hedge fund-of-funds manager following a ten-year forward looking asset allocation study.

03.25.21