Asset Study/Review

Asset Study/Review
Southwest Plan Tweaks Asset Allocation; Adds Commitments

The plan increased its target allocations to credit and hedge funds last month and recently approved three commitments totaling $125 million.

01.27.23
Small-Cap
New England Plan Launches Small-Cap Growth Search

The plan’s incumbent was first hired in 1997.

01.27.23
Asset Study/Review
Mid-Atlantic Plan Adopts New Asset Allocation

The plan adopted a new asset allocation policy after receiving an asset/liability study in October.

01.26.23
Private Equity
Kansas Bolsters PE Portfolio; Launches A/L Study

The plan approved commitments of up to $40 million each to two strategies.

01.24.23
Asset Study/Review
Ohio Plan Adds Credit Allocations

The plan introduced new investment grade credit and private credit allocations as part of changes resulting from an asset/liability study.

01.19.23
Asset Study/Review
Florida P&F Plan Sets 2023 Work Plan

The plan will look to add private credit, re-establish its private equity portfolio, add complementary real estate strategies and evaluate its domestic equity portfolio this year.

01.19.23
Asset Study/Review
Southern Plan Adjusts Allocation To Fund Recent Infrastructure Hire

The new targets include the elimination of an emerging market debt allocation.

01.19.23
Credit/Private Debt
Mid-Atlantic University Adds Maiden Direct Lending Allocation To Endowment

The university also pivoted one of its retirement plans toward equities during the fourth quarter.

01.19.23
Asset Study/Review
Mid-Atlantic Board Increase Private Markets Targets For Endowments

The changes followed two separate asset/liability studies from general investment consultant
Verus.

01.18.23
Asset Study/Review
Mid-Atlantic Plans Increase Private Markets Targets

The changes followed two separate asset/liability studies from general investment consultant Verus.

01.13.23