Asset Study/Review

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
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