Asset Study/Review

Non-U.S. & Global Equity
Midwest Plan Wraps Up Global Equity Mgr. Search.; Approves A/A

A Midwestern pension plan terminated its active large-cap equity managers to fund mandates with three new global equity managers hired following an RFP search.

12.17.20
Equity
Southern University Adjusts Asset Targets

A university based in a Southern state has adjusted its equity targets.

12.17.20
Asset Study/Review
West Coast Plan Approves New A/A

Pension fund increases its illiquid growth portfolio to 41% from 32%.

12.14.20
Bank Loan
West Coast Plan Slates U.S. Bank Loan Manager RFP; Rehires Consultant

A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.

12.10.20
Asset Study/Review
Midwest 529 Plan Moves Toward Foreign Stocks And Bonds

A 529 plan based in the Midwest has adjusted its asset allocations.

12.10.20
Asset Study/Review
Midwest University Adjusts Asset Targets

A university based in the Midwest has adjusted its retirement plans asset targets.

12.03.20
Absolute Return
New England University Rebalances Portfolios Away From Multi-Asset And Value Equity Strategies

A New England-based university rebalanced two of its portfolios away from multi-asset strategies and value-tilted equities at its board meeting this week.

12.03.20
Emerging/Diverse Managers
Western Foundation Adds Diverse Manager Policy

A foundation in the West added a diverse manager policy to its formal investment policy statement this summer as it is looking to increase the percentage of diverse managers to 10% of the portfolio over the next two years.

12.03.20
Asset Study/Review
West Coast Plan Adds Liquid Absolute Return Asset Class

A pension fund on the West Coast has added a new asset class as part of a completed asset/liability study.

11.25.20
Infrastructure
Rocky Mountain Plan Creates Maiden Infrastructure Target; Axes MLPs

A Rocky Mountain-based pension plan added a maiden target to infrastructure and eliminated its target to MLPs as part of a new strategic asset allocation policy.

11.23.20