Asset Study/Review

Fixed-Income
Midwest Trust Fund Eyes New FI Mandates Following Allocation Shakeup

A trust fund in the Midwest will look to remove fixed-income strategies at its board meeting today as it looks to add new fixed-income mandates.

10.29.20
Asset Study/Review
Midwest Plan To Explore Infrastructure, Low Vol Allocations

A Midwestern pension plan will review the potential inclusion of infrastructure and global low volatility equity into its portfolio before the end of the year.

10.28.20
Credit/Private Debt
West Coast Plan Approves Extended Credit RFP

A West Coast pension plan approved issuing a global extended credit RFP to potentially replace another manager today.

10.28.20
Asset Study/Review
Southern Plan Adjusts Asset Allocation

The plan eliminated its risk parity allocation and boosted its multi-sector bond portfolio to allow for both traditional and opportunistic investments.

10.28.20
Asset Study/Review
New England University Updates Endowment Target A/A

A New England university revised the target asset allocation for its endowment for the 2021 fiscal year.

10.28.20
International / Global / Emerging Markets
West Coast Plan Fires 2 Non-U.S. Equity Managers

A pension fund on the West Coast has terminated two underperforming managers.

10.27.20
Asset Study/Review
Western College Changes Outsourced CIOs; Updates A/A

A college in the West hired a new outsourced cio provider to handle its endowment in July.

10.22.20
Asset Study/Review
New England University Revises Asset Allocation; Makes RE Redemptions

A university in New England approved a new target asset allocation with an increased allocation to private investments for its endowment last month.

10.22.20
Infrastructure
Illinois Plan Makes Private Infrastructure Commitment; Slates Asset/Liability Study

The pension fund invested $100 million in a renewable power fund at its investment committee meeting yesterday.

10.16.20
Asset Study/Review
Southern Fund To Receive AA Study

A fund based in the South will receive an asset allocation study on a sub-portfolio from its general investment consultant next month.

10.08.20