Asset Study/Review

Asset Study/Review
Calif. Plan Approves New A/A, Portfolio Structure

The plan introduced a 5% target to private debt and restructured its U.S. fixed-income and both U.S. and non-U.S. equity portfolios last week.

05.15.23
ESG
Midwest University Phasing Out Fossil Fuels; Revising A/A Targets

The university will consider gradually eliminating its fossil fuel exposures as well as pivot its target allocation toward illiquid strategies within its endowment this week.

05.11.23
Asset Study/Review
Calif. Plan Mulls New A/A, Portfolio Structure Changes

The recommended changes include introducing a 5% target to private debt and restructuring the plan’s U.S. fixed-income and both U.S. and non-U.S. equity portfolios.

05.10.23
MRI/Social Investments
New England Foundation Eyeing Impact, Mission-Aligned Investments

The foundation is looking to add impact or mission-aligned investments to its portfolio as part of its pledge to make it completely values-aligned over the next five years.

05.09.23
ESG
Western University Latest To Approve Fossil Fuel Divestment

The university will begin divesting its endowment from fossil fuels immediately as it also explores options for clean energy investments.

05.04.23
Fixed-Income
West Coast Plan Seeking Treasury Manager

The manager will handle a new 3% long Treasury target allocation.

05.02.23
Asset Study/Review
Northwest Plan Adjusts Asset Allocation Targets

The trust fund revised the target asset allocation for its reserve pool at an April meeting, increasing its targets to fixed-income and international equity, following a study on its investment policy and practices.

05.01.23
Private Equity
Southern University Makes PE Commitment, Revises Investment Policy

The university approved a private equity commitment to a new manager within its endowment fund alongside changes to its investment policy.

04.26.23
Commodities
Great Lakes Plan Approves Commodities Managers

The plan hired two firms to fill a new allocation to the asset class.

04.20.23
ESG
Mid-Atlantic University Explores Sustainability Investments While Phasing Out Fossil Fuels

The university is looking to add sustainability investments to its endowment as it is on track to downsize its fossil fuel exposure over the next two decades.

04.19.23