Asset Study/Review

Asset Study/Review
Mid-Atlantic University Revises AA

A Mid-Atlantic-based university approved a new asset allocation framework as part of changes to its investment policy statement in the first quarter.

08.06.20
Asset Study/Review
Western University Revises A/A As Part of IPS Changes

A Western university revised the target asset allocations for its endowment and total return investment pool as part of changes to its investment policy statements last week.

08.06.20
Searches And Hires
West Coast Transportation Plan Eyes New PE, Treasury Asset Classes

A West Coast transportation plan will conduct multiple manager searches as a result of a new asset allocation.

08.04.20
Alternatives
Northeast Plan Bolsters Alternatives Portfolios

A Northeastern pension plan added three new alternatives commitments and made some modest target allocation changes at this week’s meeting.

07.22.20
Fixed-Income
Southern City Plan Makes Core-Plus Bond Manager Hires

A Southern border city has hired two domestic core fixed-income managers following an asset class review.

07.15.20
Domestic Equity
West Coast Plan Hires Smid-Cap Manager

A West Coast pension plan hired a domestic small- to mid-cap equity manager as part of a new asset allocation approved at its board meeting today.

07.10.20
Alternatives
Florida Plan Considers New Asset Classes As Part Of Study

A Florida-based employees retirement system will consider maiden allocations to asset classes including private equity, private credit and value-add real estate as part of an asset allocation.

07.09.20
Asset Study/Review
West Coast University Adds Investment Options To Retirement Plans

A university based on the West Coast has added new investment options to its retirement plans.

07.09.20
Asset Study/Review
Mid-Atlantic University Adds Investment Funds To Retirement Plan

A Mid-Atlantic university added new investment funds to its retirement plan earlier this year.

07.02.20
ESG
Mid-Atlantic University Approves Fossil Fuel Divestment By 2025

A Mid-Atlantic university will divest its endowment of all investments in businesses that derive the majority of their revenue from the extraction of fossil fuels by 2025.

07.02.20