Asset Study/Review

Asset Study/Review
Midwest University Governing Board Adjusts Retirement Plan Investment Lineup

A Midwestern university governing board has altered its retirement plan’s investment lineup.

05.27.20
Consultant/OCIO/Discretionary
Calif. Plan Slates Consultant Finalist Interviews

A Calif.-based pension plan will hire a new general investment consultant after narrowing its search to three finalists.

05.27.20
Asset Study/Review
Midwest Plan Revises Asset Allocation Targets

A Midwestern plan revised its asset allocation targets for fiscal year 2021 at today’s board meeting.

05.21.20
Asset Study/Review
New England University Finalizes New Global Equity Allocation

A university based in New England has approved a new global equity allocation.

05.21.20
Asset Study/Review
Midwest State Fund Adopts ESG-Related Policy For 529 Plan

A fund in a Midwestern state has adopted an investment policy related to ESG for its 529 plan.

05.21.20
Private Equity
Southern University To Consider PE Commitment; Non-Endowed Rebalancing

A Southern university will consider a private equity recommendation in its endowment and rebalancing in its non-endowed liquidity pool at its meeting today.

05.21.20
Asset Study/Review
West Coast Plan Slates Asset Class Reviews Following Quarterly Performance Results

A West Coast employee pension plan will conduct a series of asset category over the coming months.

05.14.20
ESG
Northeastern Fund Outperformed Market Since Beginning Divestment, Finding Impact Investment Opportunities.

A Northeastern fund has outperformed the market benchmark in the five years since it began to cut its fossil fuel exposure, which is now less than 1% of its portfolio.

05.14.20
Asset Study/Review
Midwest Foundation Adds Hedge Fund Managers

A Midwestern foundation added several hedge fund managers to its portfolio following a significant shake-up to its manager roster over the fiscal year.

05.14.20
Asset Study/Review
Southern 529 Plan Transitioning Portfolio

A Southern 529 plan enhanced its investment menu with new investment options this month.

05.14.20