Asset Study/Review

Announcements
New England University Prohibits Direct Coal, Tar Sands Company Investments

A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.

02.17.21
Asset Study/Review
Western Fund Reviews Global Equity Portfolio Structure

A fund based in the West received a global equity portfolio structure analysis from its general investment consultant last month.

02.11.21
Asset Study/Review
Midwest University Revises Target AA

A university based in the Midwest has revised its asset allocation, increasing allocations to alternative assets at the expense of bonds and commodities.

02.11.21
Hedge Funds
Rocky Mountain Plan Liquidates HFoF Investment; Increases Equities Exposure

A Rocky Mountain pension plan liquidated a hedge fund-of-funds investment and moved the assets to existing global equity managers at a board meeting last week.

02.09.21
Asset Study/Review
Mid-Atlantic Plan Adds New Asset Class

The plan added a new asset class after receiving an updated asset class assumption report.

02.09.21
ESG
Northeastern University Updates Investment Policy On Fossil Fuel Investments

A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.

02.04.21
Credit/Private Debt
Midwest Foundation Adds Private Debt Allocation

A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.

02.04.21
Asset Study/Review
Southern Fund Reviewing Strategic Asset Allocation, Changes Expected This Summer

A fund based in the South is reviewing its strategic asset allocation and will look to make changes this summer.

02.04.21
Private Equity
Midwest University Foundation Adds Maiden Allocation

A Midwestern university foundation added a maiden allocation in the fourth quarter.

02.04.21
Asset Study/Review
Mid-Atlantic Plan Revamps Equity Portfolio

Plan made several manager changes to its equity portfolio as part of a transition conducted by its new general investment consultant.

01.29.21