Asset Study/Review

Asset Study/Review
Mid-Atlantic University Adds Investment Funds To Retirement Plan

A Mid-Atlantic university added new investment funds to its retirement plan earlier this year.

07.02.20
ESG
Mid-Atlantic University Approves Fossil Fuel Divestment By 2025

A Mid-Atlantic university will divest its endowment of all investments in businesses that derive the majority of their revenue from the extraction of fossil fuels by 2025.

07.02.20
Asset Study/Review
Midwest 529 Plan Adjusts Asset Allocation

A 529 plan based in the Midwest has adjusted its asset allocation.

07.02.20
ESG
Mid-Atlantic University Forms Committee To Weigh Fossil Fuel Divestment

A university based in the Mid-Atlantic region is forming an ad hoc committee to weigh the possibility of divesting its endowment of fossil fuels.

07.02.20
Asset Study/Review
Midwest Police Plan Shifts A/A Away From Private Equity

A Midwestern police pension plan has approved a new asset allocation that will shift its private equity assets to direct lending over the long term.

06.30.20
Asset Study/Review
Southwest Plan Adopts New Asset Allocation

A Southwestern pension plan adopted a new asset allocation.

06.29.20
Alternatives
Texas Plan Redeems Two Hedge Funds

A Texas-based pension plan has agreed to redeem a pair of hedge fund investments.

06.26.20
Asset Study/Review
Southern Trust Fund Adds Three Firms To Watchlist

A Southern trust fund has added domestic equity, real estate and fixed-income managers to its watchlist in recent months.

06.25.20
ESG
Midwest Religious Order Integrating Climate Change Mitigation Into Investments

A Midwestern religious order is excluding energy-related holdings from its domestic equity investments and applying a “low carbon tilt” to its overall portfolio.

06.25.20
Asset Study/Review
Midwest 529 Plan Adjusts Asset Allocation

A 529 plan in a Midwestern state adjusted its asset allocation targets last week.

06.25.20