Asset Study/Review

Fixed-Income
Western College Savings Plan Revises IPS

A Western college savings plan updated its investment policy statement to allow two new allowable investments earlier this year.

06.10.20
Alternatives
Western Hospital Revises IPS With New Permissible Investments

A Western hospital revised its investment policy statement with new permissible investments in alternatives last month.

06.10.20
Hedge Funds
Eastern Plan Eyes Hedge Fund & Alt. Risk Premia Commitments

An Eastern state plan received several hedge fund and alternative risk premia investment recommendations last month.

06.10.20
Alternatives
Great Lakes Plan Discloses Commitments; Slates A/L Study Review

A state pension plan in the Great Lakes region disclosed first quarter alternatives commitments and is scheduled to review the results of an asset/liability study next week.

06.05.20
Credit/Private Debt
Midwest Plan Adds New Private Debt Allocation & Commitment

A Midwestern plan added a new private debt allocation and commitment at its board meeting yesterday.

06.05.20
Fixed-Income
Western State Fund Launches Core Fixed-Income Search

A trust fund in a Western state has launched a search for an active core fixed-income manager.

06.04.20
Private Equity
New England University Increases Policy Allocation To Private Equity

A university based in New England increased its policy allocation to private equity last year.

06.04.20
Asset Study/Review
Southern 529 Plan Reduces Equity Exposure As Part Of A/A Changes

A 529 plan in a Southern state recently opted for a more conservative asset allocation.

06.04.20
Asset Study/Review
Midwest Plan Modifies Asset Allocation

A Midwestern state plan has modified its asset allocation last week.

06.01.20
MRI/Social Investments
Mid-Atlantic University ESG Task Force To Recommend Fossil Fuel Divestment

A Mid-Atlantic university’s ESG task force will present a recommendation to divest its endowment of fossil fuel investments next month.

05.27.20