Asset Study/Review

Small-Cap
Windy City Plan To Consider Small-Cap Core RFP

Potential domestic small-cap core equity search would come in a decision to move away from a small-cap value manager.

03.04.21
Private Equity
Southern Fund To Receive Education On Potential Maiden Asset Classes

A fund based in the South will receive educations on two potential new asset classes at its next board meeting in the second quarter from its general investment consultant.

03.04.21
Asset Study/Review
Southern University Increases U.S. Equity Allocation; Adds PE, Absolute Return Investments

A university in the South increased its domestic equity target last year at the expense of its international equity, absolute return and long/short allocations.

03.04.21
Surveys/Studies
Healthcare Systems Should Reset Investment Outlook Amidst Low Bond Yields, Muted Returns: Report

Healthcare systems should reset investment expectations as the outlook for their diversified portfolios appears challenged despite many successfully navigating the most difficult financial impacts of the COVID-19 pandemic, according to recent research.  

03.04.21
International / Global / EAFE / Emerging Markets
Midwest Plan Concludes EMD Search; Reviews A/A Options

The plan disclosed the hire of a new emerging market debt manager at today’s board meeting.

02.26.21
ESG
Mid-Atlantic University Releases Fossil Fuel Report

A Mid-Atlantic university committee has released a report on fossil fuel divestment.

02.24.21
Non-U.S. & Global Equity
Midwest Plan Approves Non-U.S. Equity Structure, Real Estate Commitment

A Midwestern plan approved a new non-U.S. equity structure and a real estate commitment at its board meeting today.

02.24.21
Asset Study/Review
Wisconsin Plan Approves A/A; Slates Searches

A Wisconsin pension plan is targeting searches in private debt and defensive equity following approval of a new asset allocation last week.

02.22.21
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