Asset Study/Review

Hedge Funds
Midwest Plan To Conduct Hedge FoF Search

A Midwestern pension plan will conduct a hedge fund-of-funds manager search.

09.29.21
Asset Study/Review
Virginia System Tweaks Asset Allocation

The plan increased its private equity target as part of an annual investment policy statement review.

09.27.21
Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21
Emerging/Diverse Managers
HBCU Adds Minority-Owned Manager Mandate To Endowment Policy

An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.

09.23.21
Bank Loan
West Coast Plan Adds Bank Loan Strategy As Part Of A/A Changes

A plan based on the West Coast added a bank loan strategy as part of the adoption of a new asset allocation last month.

09.23.21
Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21
Asset Study/Review
Midwest Foundation Adjusts A/A

A foundation based in the Midwest recently adjusted its asset allocation targets, shifting toward equity and away from fixed-income.

09.23.21
Asset Study/Review
Virginia Plan Approves A/A Shift, Commitments

A Virginia-based pension plan shifted assets from its private credit portfolio and added two commitments at its board meeting yesterday.

09.16.21
Asset Study/Review
New England University To Conduct A/A In 2022

A university based in New England will conduct an asset allocation study next spring as part of its 2022 work plan.

09.16.21
Emerging/Diverse Managers
Midwest Foundation Developing Diverse-Owned Manager Strategy

A foundation based in the Midwest is developing a strategy to include more diverse-owned investment managers within its portfolio.

09.09.21