Asset Study/Review

Real Assets
Southeast County Pension Approves Maiden Public Real Assets Target, Commitments

The retirement system introduced a 3% public real assets target and made two private equity commitments in February.

07.12.24
Real Estate
Rocky Mountain Pension Plan Eliminates Real Estate Allocation

The pension plan eliminated its 5% real estate target as part of a new asset allocation policy approved in the first quarter.

07.12.24
Asset Study/Review
Midwest University Adjusts Proxy Voting

The university has incorporated an investment policy prohibiting proxy votes based on ESG-like considerations and slightly adjusted a hedge fund portfolio after completing an asset allocation study.

07.11.24
Private Equity
Southern Endowment Eyes Growth, Buyout, VC and Secondaries Strategies

The fund is looking to add buyout, growth, venture capital and GP-led secondaries strategies to its endowment.

07.10.24
Asset Study/Review
Midwestern Health System Schedules Investment Policy Review

The healthcare system has slated an investment policy review from its general investment consultant for the third quarter.

07.03.24
Consultant/OCIO/Discretionary
Virginia Retirement Systems Hire Project-Basis Consultant

The project basis-consultant will conduct an asset/liability study on behalf of the county’s three plans.

07.02.24
Domestic Equity
Southwest Pension Terminates U.S. Equity Managers Amid Rebalancing

The pension plan will liquidate its entire domestic equity roster.

06.28.24
International / Global / Emerging Markets
Calif. Pension Approves Int’l Equity, Fixed-Income Searches

The searches follow asset class reviews by the plan’s general investment consultant.

06.27.24
Consultant/OCIO/Discretionary
Colo. Authority Issues OCIO RFP

The authority also hired a total of six new managers within its global equity and fixed-income portfolios as part of an asset allocation policy approved in February.

06.26.24
Asset Study/Review
Northeast Pension Tweaks Asset Allocation; Slates Alts. Presentations

The plan will also receive presentations for potential real estate and private credit commitments at its next meeting.

06.25.24