Asset Study/Review

A fund in the South may revisit a recommendation for a new asset allocation for its endowment after not taking any action earlier this month.

A Canadian university recently committed capital to a global equity manager that invests in opportunities emerging from the transition to a more sustainable global economy.

Plan added a floating rate public debt target as part of asset allocation changes approved at this month’s board meeting.

A religious order is conducting a review of its investment managers on key ESG issues such as climate-related risks and opportunities as well as racial and gender equity.

Potential domestic small-cap core equity search would come in a decision to move away from a small-cap value manager.

A fund based in the South will receive educations on two potential new asset classes at its next board meeting in the second quarter from its general investment consultant.