Real Assets

Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Asset Study/Review
Mid-Atlantic Foundation Updates AA

A foundation in the Mid-Atlantic region expanded its asset allocation range for real assets and increased its range for alternatives or non-traditional assets as part of changes to its investment policy statement last year.

02.18.21
Announcements
Western Tribe Searching For Director Of Investments

An American Indian tribe in the West is searching for a director of investments to assist in the oversight and management of its endowment portfolio following the promotion of its cio last month.

02.17.21
Real Assets
Southern Plan Approves New Real Assets Structure

The plan approved a new real assets structure that introduces farmland into the portfolio.

02.17.21
Alternatives
West Coast Plan To Receive Non-Traditional Asset Pacing Plans

The pacing plans are part of its 2021 annual asset class investment plans.

02.11.21
Alternatives
Mid-Atlantic Plan Adds Alts. Commitment

Plan committed to a sustainability fund at this week’s board meeting.

02.05.21
Equity
Midwest Plan Shakes Up Equity, Fixed-Income Portfolios

A Midwestern plan made several changes to its equity and fixed-income portfolios as part of its transition to a new long-term asset allocation policy.

02.05.21
Alternatives
Texas Hoses Plan Approves Investments

Plan added public markets and private equity investments at last month’s board meeting.

02.02.21
Alternatives
Southern Teachers Plan Makes Private Commitments

The plan made commitments to two new relationships at today’s board meeting.

02.01.21
Non-U.S. & Global Equity
Texas Plan Approves EME Search

A Texas pension plan approved a search for a second emerging markets equity manager at this week’s board meeting.

01.28.21