Asset Study/Review

Asset Study/Review
Midwest College Savings Plan Adjusts A/A

The 529 plan based recently approved a new asset allocation mix that includes increased targets to cash, domestic equities and real estate.

07.09.25
Fixed-Income
Mid-Atlantic Pension Terminates Western Asset

The plan also received a work plan from its newly hired general investment consultant.

07.08.25
Asset Study/Review
Midwest University Adjusts IPS

A university based in the Midwest has adopted a new policy for its general pool that adds new asset classes as allowable investments.

07.02.25
Asset Study/Review
Northeast College Acquires Closed School’s Endowment

A college based in the Northeast region has entered an agreement to absorb the endowment of a nearby college that closed its doors last year.

06.26.25
Asset Study/Review
Northwest Pension Plan Tweaks Asset Allocation

The pension plan approved a fiscal year 2026 asset allocation policy for three of its systems at this week’s board meeting.

06.20.25
Asset Study/Review
Mid-Atlantic Pension Tweaks Asset Allocation; Discloses Commitments

The asset allocation changes reflect the retirement system’s progress in moving toward its current long-term policy.

06.18.25
ESG
Midwest University Adjusts IPS

A university based in the Midwest has removed a social responsibility clause from its investment policy statement.

06.18.25
ESG
Canadian University Completes Fossil Fuel Divestment

The university has successfully completed its goal of divesting its endowment from fossil fuel companies by 2025.

06.18.25
Consultant/OCIO/Discretionary
New England Pension Seeking Investment Consultant

The retirement system is searching for a firm to conduct a one-time asset allocation review.

06.06.25
Asset Study/Review
Southern University Revises A/A

The university approved a new investment policy statement with revised long-term strategic asset allocation targets for its strategic and reserve pool last year.

06.04.25