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.
The plan disclosed commitments and hired a security analyst.
The plan expects to conduct three total searches this year as part of a search scheduled from its consultant.
Plan is seeking global low volatility equity managers to handle a 5% allocation to the asset class.
Firm is seeking information on China, China A shares and emerging markets Asia long-only equity strategies to broaden its database of managers.
A 529 plan in the West has hired a new program manager for its advisor-sold plan.
A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.
A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.
A fund based in the South is reviewing its strategic asset allocation and will look to make changes this summer.
A Midwestern university foundation added a maiden allocation in the fourth quarter.