Asset Study/Review

Asset Study/Review
Midwest Plan Approves New Asset Allocation

A Midwestern pension plan approved a new long-term asset allocation today.

04.06.20
Fixed-Income
Southwestern Plan Approves Fixed-Income Asset Allocation Changes

A Southwestern city approved changes to its fixed-income asset allocation this week.

04.02.20
Asset Study/Review
Western Foundation Transitions To Fully Aligned Portfolio Following New Advisor Hire

A Western foundation transitioned to a fully aligned investment portfolio this year after hiring a new investment advisor last year.

04.02.20
Asset Study/Review
Mid-Atlantic University Formalizes Investment Screening Process

A Mid-Atlantic university has formalized its process for screening investments.

04.02.20
Asset Study/Review
Southwest Plan Approves A/A, New Asset Classes

A Southwestern pension plan will introduce several new asset classes after approving a new target asset allocation this week.

04.01.20
Asset Study/Review
Northeast Plan Approves Asset Allocation Changes

A Northeast pension plan approved changes to its asset allocation last week.

04.01.20
Asset Study/Review
Calif. Plan Slates New Asset Allocation Changes

A California pension plan will add two new asset classes to its strategic allocation this week.

03.31.20
Asset Study/Review
Texas Plan Approves Reallocation Authorization

A Texas pension plan will allow its investment consultant to direct staff on how to reallocate assets to within its policy ranges.

03.31.20
Real Estate
Midwest Plans Approve RE Commitment

Midwest pension plans approved a maiden real estate commitment during the fourth quarter.

03.30.20
Asset Study/Review
West Coast Plan Delays New A/A Due To COVID-19

A West Coast county plan has delayed a decision on a new asset allocation due to the COVID-19 pandemic.

03.27.20