Asset Study/Review

Asset Study/Review
Mid-Atlantic Plan Tweaks Asset Allocation; Makes Commitments

A Mid-Atlantic plan tweaked its asset allocation and disclosed roughly $347 million in recent commitments at today’s board meeting.

06.10.21
Asset Study/Review
Midwest University Adjusts Target Asset Allocation

A university based in the Midwest adjusted the asset allocation structure and target ranges for its investment portfolio last month.

06.10.21
Emerging/Diverse Managers
Midwest Foundation Considering Adding Diversity Lens To IPS

A foundation based in the Midwest is looking to add a diversity lens to its investment policy as part of its broader mission-related investment strategy.

06.10.21
Asset Study/Review
Midwest University Boosts Smid-Cap Equity Target

A university based in the Midwest increased its target allocation to domestic small-to-mid-cap equities in late April.

06.10.21
Consultant/OCIO/Discretionary
West Coast Plan Names Comprehensive Consultant Finalists

The plan will interview three firms to provide traditional and alternative consulting services.

06.09.21
Asset Study/Review
Illinois Plan Adjusts Target Allocations; Makes Real Assets Commitments

The plan approved a new long-term asset allocation at its investment committee meeting last week.

06.07.21
Daily Feed
Southern Trust Fund Weighing New A/A

A trust fund in the South will consider a new target asset allocation at its June 18 board meeting following a recommendation from its general investment consultant at a board meeting last week.

06.03.21
Asset Study/Review
New England University Revises A/A; Makes Private Commitments

A university in New England revised the target asset allocation for its endowment as part of investment policy changes approved in April.

06.03.21
Asset Study/Review
Midwest Plan Approves A/A Targets; Hires Passive Mgrs.

New plan approved both interim and long-term asset allocation targets and hired two passive managers to assist with an impending transition of assets.

06.02.21
Non-U.S. & Global Equity
Mid-Atlantic Plan To Conduct Int’l Small-Cap Search

The plan will conduct an international small-cap equity manager search as part of a new asset allocation.

05.28.21