Asset Study/Review

Asset Study/Review
Midwest 529 Plan Adjusts Asset Allocation

A 529 plan based in the Midwest has adjusted its asset allocation.

07.02.20
ESG
Mid-Atlantic University Forms Committee To Weigh Fossil Fuel Divestment

A university based in the Mid-Atlantic region is forming an ad hoc committee to weigh the possibility of divesting its endowment of fossil fuels.

07.02.20
Asset Study/Review
Midwest Police Plan Shifts A/A Away From Private Equity

A Midwestern police pension plan has approved a new asset allocation that will shift its private equity assets to direct lending over the long term.

06.30.20
Asset Study/Review
Southwest Plan Adopts New Asset Allocation

A Southwestern pension plan adopted a new asset allocation.

06.29.20
Alternatives
Texas Plan Redeems Two Hedge Funds

A Texas-based pension plan has agreed to redeem a pair of hedge fund investments.

06.26.20
Asset Study/Review
Southern Trust Fund Adds Three Firms To Watchlist

A Southern trust fund has added domestic equity, real estate and fixed-income managers to its watchlist in recent months.

06.25.20
ESG
Midwest Religious Order Integrating Climate Change Mitigation Into Investments

A Midwestern religious order is excluding energy-related holdings from its domestic equity investments and applying a “low carbon tilt” to its overall portfolio.

06.25.20
Asset Study/Review
Midwest 529 Plan Adjusts Asset Allocation

A 529 plan in a Midwestern state adjusted its asset allocation targets last week.

06.25.20
Domestic Equity
Florida Plan Approves New Public Market Portfolio Structure

A Florida pension plan has approved a new public market portfolio structure that will see the elimination of five existing active managers as part of changes aimed at reducing duplication and increasing liquidity and reduce fees.

06.17.20
Asset Study/Review
Midwestern University Revises Target A/A

A university based in a Midwestern state revised the target asset allocation for its endowment as part of changes to its investment policy statement in April.

06.10.20