Asset Study/Review

MRI/Social Investments
Mid-Atlantic University Committee Begins Exploring Divestment Feasibility

A university based in the Mid-Atlantic region has launched a new committee to investigate the feasibility of divesting its endowment of fossil fuels

10.01.20
Asset Study/Review
Midwest Plan Approves New Asset Allocation Policy

A Midwestern plan approved a new asset allocation policy at its investment committee/board meeting today that will help maintain its long-term expected returns.

09.30.20
Asset Study/Review
Southwestern University Revises Foundation Investment Policy Statement

A Southwestern university revised the target asset allocation for its foundation as part of changes to its investment policy statement this summer.

09.24.20
Credit/Private Debt
Western University Adds Private Debt Target As Part of New Pension Plan Allocation

A Western university approved a new target asset allocation for its pension plan, including a maiden allocation to private debt, as part of changes to its investment policy statement.

09.24.20
Asset Study/Review
Southern University Considers Allocation Changes

A university based in the South is considering changes to its asset allocation.

09.24.20
Credit/Private Debt
Midwest Plan Eyes Credit RFP After Increasing Target

A Midwestern employees’ pension plan is preparing a credit manager RFP after increasing its target to the asset class as part of broader allocation changes.

09.17.20
Asset Study/Review
Fla. Plan To Adopt Credit, Non-Core RE Targets

A Southeastern pension fund will vote next week on a new asset allocation that includes credit and non-core real estate asset classes.

09.14.20
Credit/Private Debt
Midwest P&F Plan To Interview Credit Mgrs.

A Midwestern police and fire pension plan will interview two credit managers at a meeting next month.

09.10.20
Real Assets
Midwest Plan Adds New Asset Class; Approves Real Estate Pacing Plan

A Midwestern plan added a new asset class and approved a real estate pacing plan at its investment committee/board meeting today.

08.26.20
Consultant/OCIO/Discretionary
New England Plan Seeks A/A, Benchmark Advisory Services

A New England plan has issued an RFP for asset allocation and benchmark advisory services.

08.25.20