Asset Study/Review

A foundation based in New England is creating a sustainable investment strategy before a top staff departs later this year.

A university in the south updated its asset allocation, including creating a new credit/distressed opportunities allocation, last year.

A university in the South increased its domestic equity target last year at the expense of its international equity, absolute return and long/short allocations.

Healthcare systems should reset investment expectations as the outlook for their diversified portfolios appears challenged despite many successfully navigating the most difficult financial impacts of the COVID-19 pandemic, according to recent research.  

A Midwestern plan approved a new non-U.S. equity structure and a real estate commitment at its board meeting today.

A Wisconsin pension plan is targeting searches in private debt and defensive equity following approval of a new asset allocation last week.