Asset Study/Review

Searches And Hires
West Coast Transportation Plan Eyes New PE, Treasury Asset Classes

A West Coast transportation plan will conduct multiple manager searches as a result of a new asset allocation.

08.04.20
Alternatives
Northeast Plan Bolsters Alternatives Portfolios

A Northeastern pension plan added three new alternatives commitments and made some modest target allocation changes at this week’s meeting.

07.22.20
Fixed-Income
Southern City Plan Makes Core-Plus Bond Manager Hires

A Southern border city has hired two domestic core fixed-income managers following an asset class review.

07.15.20
Domestic Equity
West Coast Plan Hires Smid-Cap Manager

A West Coast pension plan hired a domestic small- to mid-cap equity manager as part of a new asset allocation approved at its board meeting today.

07.10.20
Alternatives
Florida Plan Considers New Asset Classes As Part Of Study

A Florida-based employees retirement system will consider maiden allocations to asset classes including private equity, private credit and value-add real estate as part of an asset allocation.

07.09.20
Asset Study/Review
West Coast University Adds Investment Options To Retirement Plans

A university based on the West Coast has added new investment options to its retirement plans.

07.09.20
Asset Study/Review
Mid-Atlantic University Adds Investment Funds To Retirement Plan

A Mid-Atlantic university added new investment funds to its retirement plan earlier this year.

07.02.20
ESG
Mid-Atlantic University Approves Fossil Fuel Divestment By 2025

A Mid-Atlantic university will divest its endowment of all investments in businesses that derive the majority of their revenue from the extraction of fossil fuels by 2025.

07.02.20
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