A fund in the South approved a new strategic asset allocation for its liquid account following a recommendation from its general investment consultant last month that essentially creates a 60% equity 40% fixed-income portfolio.
A 529 plan based in the West Coast approved replacing a strategy within its diversified fixed-income portfolio due to organizational issues at the firm at its November board meeting, according to a live webcast.
A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.