Asset Study/Review
A Mid-Atlantic university committee has released a report on fossil fuel divestment.
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.
Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.
A foundation in the Mid-Atlantic region expanded its asset allocation range for real assets and increased its range for alternatives or non-traditional assets as part of changes to its investment policy statement last year.
A university based in the Midwest is considering changes to its asset allocation targets.
The plan made minor increases to equity at the expense of fixed-income at its meeting yesterday.
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.
A fund based in the West received a global equity portfolio structure analysis from its general investment consultant last month.
A university based in the Midwest has revised its asset allocation, increasing allocations to alternative assets at the expense of bonds and commodities.
