Asset Study/Review

Plan increased its equity allocation and reduced its fixed-income exposure through asset allocations changes approved last week.

A Rocky Mountain pension plan terminated its hedge fund-of-funds manager following a ten-year forward looking asset allocation study.

The largest change was a 5% reduction to the plan’s multi-sector credit allocation.

The plan amended its strategic asset allocation targets and added a new asset class at a meeting today.

A foundation based in New England is creating a sustainable investment strategy before a top staff departs later this year.

A university in the south updated its asset allocation, including creating a new credit/distressed opportunities allocation, last year.