Asset Study/Review

ESG
Midwestern University Adds ESG Considerations To Investment Process

A Midwestern university has added new investment considerations into its investment processes.

03.25.20
COVID-19 News
Nonprofits’ Outlook Turning Negative Amid Coronavirus Crisis

The outlook for higher education institutions is shifting to negative from stable as a result of the financial impact of the coronavirus outbreak, according to a recent outlook from Moody’s Investors Service.

03.19.20
Asset Study/Review
Mid-Atlantic Religious Order Revises Target Asset Allocation

A Mid-Atlantic-based religious order approved a new target asset allocation earlier this month.

03.19.20
Fixed-Income
Southwest Plan Plots Non-Core Fixed-Income Search

A Southwestern pension plan will conduct a search to fill a new non-core fixed-income allocation.

03.17.20
Asset Study/Review
Calif. Plan To Review Asset Allocation

A California pension plan will explore midstream energy as part of ongoing asset allocation discussions.

03.16.20
Asset Study/Review
CalSTRS Makes Investment Policy Adjustments

The $252.4 billion fund approved adjustments to its global equity, inflation-sensitive, infrastructure and innovation portfolio investment policies. 

03.12.20
Credit/Private Debt
West Coast University Revises Asset Allocation As Part Of New Investment Policy

A university based on the West Coast has revised its asset allocation as part of a new investment policy.

03.12.20
MRI/Social Investments
Northeast University To Divest From Fossil Fuels In Next Decade

A university in the Northeast will divest its endowment from fossil fuel investments over the next decade.

03.12.20
MRI/Social Investments
New England University Halts Investments In Fossil Fuels

A New England university has stopped investing in fossil fuel companies and is in the process of selling its exposure to fossil fuels.

03.12.20
Real Estate
Midwest Plan Bolsters Real Estate Portfolio; Adjusts Allocation

A Midwestern pension plan added two new real estate commitments last month.

03.06.20