Asset Study/Review

Florida Pension Adds Emerging Markets Equity; Increases Private Credit

A Florida-based employees pension plan approved a new asset allocation at its board meeting yesterday.

04.29.20

Asset Study/Review

West Coast Plan Approves New Asset Allocation

A West Coast county pension plan approved a new asset allocation at its investment committee meeting yesterday.

04.23.20

Asset Study/Review

Calif. County Plan Slates Equity Structure Study

A California county pension plan will undergo an equity structure study later this year.

04.23.20

Credit/Private Debt

Texas Plan Adds Credit Commitments

A Texas plan added a pair of credit commitments and adopted an investment performance report from its general investment consultant RVK.

04.23.20

Asset Study/Review

Southern Fund To Review A/A In Advance Of July Strategic Review

A Southern fund will review its asset allocation next month in advance of its July meeting, where a formal strategic asset allocation review will take place.

04.23.20

Surveys/Studies

Predicted Market Crisis, Rise In Risk Provoke Fund Buyer Shift Toward Alternatives: Survey

Investors were stressing the value of downside protection heading into 2020—so much so that they were willing to underperform their peers—as they anticipated a market crisis within one to three years, according to results of a late 2019 survey recently released.

04.23.20

ESG

Midwest University Begins ESG-Policy Review

A university in the Midwest has started a review of its ESG policies for current and prospective investment managers.

04.22.20

Asset Study/Review

Pacific Northwest Nonprofit Adds New Asset Class Target

A nonprofit based in the Pacific Northwest recently added a new asset class target.

04.16.20

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.