Asset Study/Review

Asset Study/Review
Western State Trust Approves New Asset Targets, Manager Changes

A Western state trust fund approved new asset allocation targets and manager changes this month.

04.16.20
Equity
New England Foundation Adjusts Investment Policy

A foundation based in New England has boosted its equities targets and approved a socially responsible investing policy.

04.15.20
Asset Study/Review
West Coast Plan Eliminates Managers Amid New Global Equity Structure

A West Coast pension fund will halve the total number of firms in its global equity portfolio.

04.13.20
Asset Study/Review
Great Lakes Plan Tables Talks On A/A, Real Estate Opportunities

A Great Lakes-based pension plan has tabled ongoing discussions on an asset/allocation study and potential real estate opportunities.

04.09.20
Asset Study/Review
Western Trust Weighs Asset Allocation Changes

A Western trust is considering asset allocation changes across its investment portfolios.

04.08.20
Asset Study/Review
Midwest Fund Approves New Asset Allocation

A Midwestern fund approved a new target asset allocations at its April board meeting.

04.08.20
Emerging/Diverse Managers
New York Nonprofit Looks To Invest In Women- And Diverse-Owned Managers

A New York-based nonprofit is looking to invest a portion of its endowment with firms majority-owned by women and/or people of color.

04.08.20
Asset Study/Review
Southern Trust Fund Adds New Asset Classes To IPS

A Southern trust fund formally added two new asset classes to its investment policy statement in the fourth quarter.

04.08.20
Fixed-Income
Southern 529 Plan Slated To Consider Fixed-Income Manager Replacement Recommendation

A Southern 529 plan was slated to review potential replacement recommendations for a fixed-income manager at its first quarter board meeting.

04.08.20
Commodities
West Coast Plan Axes Commodities From Portfolio

A West Coast pension plan eliminated its commodities allocation last month.

04.08.20