Asset Study/Review
The 529 plan based recently approved a new asset allocation mix that includes increased targets to cash, domestic equities and real estate.
The plan also received a work plan from its newly hired general investment consultant.
A university based in the Midwest has adopted a new policy for its general pool that adds new asset classes as allowable investments.
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.
The pension plan approved a fiscal year 2026 asset allocation policy for three of its systems at this week’s board meeting.
The asset allocation changes reflect the retirement system’s progress in moving toward its current long-term policy.
A university based in the Midwest has removed a social responsibility clause from its investment policy statement.
The university has successfully completed its goal of divesting its endowment from fossil fuel companies by 2025.
The retirement system is searching for a firm to conduct a one-time asset allocation review.
The university approved a new investment policy statement with revised long-term strategic asset allocation targets for its strategic and reserve pool last year.