Asset Study/Review

Alternatives
Southern Plan Invest In Credit, Non-Core RE Managers

A pension fund in the South will soon invest in credit and non-core real estate managers after adopting new targets to the asset classes.

11.20.20
Infrastructure
Western State Fund Considers New Asset Class

A Western state fund is considering the addition of a new asset class target for its endowment.

11.19.20
International / Global / Emerging Markets
Southern University Adds International Equity Mgrs.

A university in the South added international equity mandates within two of its investment portfolios in the second quarter.

11.19.20
Asset Study/Review
Midwest Plan Adopts New A/A

A Midwestern plan will implement a new long-term asset allocation policy by the second quarter of 2021.

11.09.20
Asset Study/Review
Midwest Police Plan Restructures Global Equity Portfolio

A Midwestern police pension plan made several changes to its global equity portfolio that included manager consolidations and replacements.

11.09.20
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Eyes OCIO Search; To Consider New Asset Classes

A $1.1 billion Mid-Atlantic pension plan will run a search to explore the outsourced cio space as a potential alternative to its traditional consulting relationship.

11.05.20
Announcements
Ivy Endowments Underperform U.S. Stock And Bond Portfolio For Second Year In A Row: Research

All but one of the eight Ivy League endowments underperformed a 60/40 portfolio of U.S. domestic stocks and bonds in the 2020 fiscal year for the second consecutive year, according to recent research.

11.05.20
Asset Study/Review
Southern Foundation Reviewing Equity Managers As Part Of Allocation Shift

A foundation affiliated with a university in a Southern state is reviewing its equity manager roster as it looks to shift its public equity portfolio toward domestic assets and away from international developed and emerging markets.

11.05.20
Asset Study/Review
Southeastern State Plan Adopts New A/A

A pension fund in the Southeast adopted new asset allocation policies as recommended by its investment consultant.

11.04.20
Asset Study/Review
Southern State Plan Moves Portfolio Away From RE, EME

A Southern state plan is reducing its exposures to real estate and emerging markets equity to reduce volatility, while increasing the exposures to developed international and U.S. equity to add capital stability.

10.29.20