Asset Study/Review

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

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.

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.