Asset Study/Review

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
MRI/Social Investments
Canadian University Divesting Endowment Of Fossil Fuels

A Canadian university approved divesting its endowment of fossil fuel companies last month.

05.13.20
Asset Study/Review
New England Plan Eliminates GTAA Allocation

A New England pension fund eliminated its global tactical asset allocation portfolio last month.

05.12.20
Equity
Florida Plan Eyes Small-Cap Equity Mgr. Changes

A Florida plan may potentially replace its domestic small-cap core equity manager upon further review.

05.08.20
Hedge Funds
Texas Plan Axes Hedge Fund Allocation

A Texas pension plan axed its hedge fund portfolio target as part of a new asset allocation mix approved last month.

05.08.20