Asset Study/Review
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.
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.
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.
Plan increased its equity allocation and reduced its fixed-income exposure through asset allocations changes approved last week.
A Rocky Mountain pension plan terminated its hedge fund-of-funds manager following a ten-year forward looking asset allocation 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.
The largest change was a 5% reduction to the plan’s multi-sector credit allocation.
The plan amended its strategic asset allocation targets and added a new asset class at a meeting today.
