Asset Study/Review

Industry News
Mid-Atlantic University Searching For Analyst

A Mid-Atlantic university is searching for an analyst to help support its overall portfolio allocation strategy and execution.

01.15.20
Alternatives
West Coast Plan Discloses Alts. Commitments; Slates A/A Study

A West Coast pension plan disclosed recent alternatives commitments and will commence an asset allocation study later this month.

01.13.20
Asset Study/Review
Northwest Plan Approves New A/A; Eliminates Diversifying Strategies

A Northwestern pension plan eliminated its diversifying strategies allocation as part of new strategic targets approved last month.

01.10.20
Fixed-Income
Midwest University Adapts Its Operating Fund Asset Allocation

A university in the Midwest has adapted the asset allocation for its operating fund.

01.09.20
Asset Study/Review
West Coast Plan Inverts Portfolio

A plan based on the West Coast has changed its portfolio.

01.02.20
Asset Study/Review
Kentucky Plan Hires Advisor For Cost-Benefit Analysis

A plan in Kentucky has hired a firm to provide a financial cost-benefit analysis related to unfunded pension liabilities.

12.24.19
Searches And Hires
Midwestern Plan Shakes Up Manager Roster

A plan based in the Midwest has adapted its investment manager relationships.

12.24.19
Alternatives
Southwest Plan Slates New Strategy RFPs

A Southwestern employees pension plan will issue RFPs to fill three new asset class portfolios.

12.20.19
Asset Study/Review
Northeast Plan Approves New A/A; Removes Funds From State Pool

A Northeastern pension has voted to approve a new asset allocation and remove funds from its state investment pool.

12.19.19
Asset Study/Review
Western 529 Plan Considering Investment Policy Changes

A Western 529 plan will seek approval to revise its investment policy statement and adopt a new underlying portfolio structure.

12.18.19