Asset Study/Review
A 529 plan based in the Midwest has adjusted its asset allocations.
A university based in the Midwest has adjusted its retirement plans asset targets.
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.
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.
A pension fund on the West Coast has added a new asset class as part of a completed asset/liability study.
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.
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.
A Western state fund is considering the addition of a new asset class target for its endowment.
A university in the South added international equity mandates within two of its investment portfolios in the second quarter.
A Midwestern plan will implement a new long-term asset allocation policy by the second quarter of 2021.
