Asset Study/Review

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
Infrastructure
Rocky Mountain Board Adds Infrastructure Mgr.

The board hired an infrastructure manager and adopted a new asset allocation policy in April.

06.03.25
Asset Study/Review
Northeast Pension Adjusts Asset Allocation Targets

The retirement system adjusted its target asset allocation to optimize its real assets allocation at a March meeting.

06.02.25
Private Equity
Religious Foundation Looks To Grow Private Equity Portfolio

The foundation is looking to add new commitments to private equity and build out the program alongside its outsourced cio over time.

05.28.25
Searches And Hires
Western University Shifting Portfolio Away From SMAs; Divesting From Defense Companies

The university announced it will no longer be investing in separately managed accounts as it plans to divest from four U.S. defense companies that have contracts with the Israeli military.

05.21.25