Asset Study/Review

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
Large-Cap
New England University Terminates Global Large-Cap Fund; Approves New A/A Targets

The university approved fully redeeming a large-cap equity fund and reinvesting the proceeds with its other actively managed global large-cap equity strategy.

05.21.25
Asset Study/Review
Calif. Pension Adopts New A/A

The plan eliminated its TIPS target as part of a new asset allocation policy approved in March.

05.16.25
Daily Feed
Northwest Trust Fund Adjusts A/A Targets

The state trust fund approved a new asset allocation, increasing its fixed-income target at the expense of equities.

05.14.25
Fixed-Income
Western University Swaps Core Bond Strategies

The university recently selected a new core bond manager to replace a recently terminated manager within its quasi-endowment.

04.30.25
Asset Study/Review
Ohio Fund Talks Infrastructure, Private Credit

The fund received educations on the two asset classes at its investment committee meeting last week as part of an ongoing asset/liability study.

04.29.25
Asset Study/Review
Midwest Pension Adopts New A/A

The retirement system will also see its pension investment analyst depart on Friday.

04.23.25
ESG
Western University Inks Socially Responsible Investment Policy

The university has adopted a socially responsible investing policy that requires the institution to consider environmental sustainability and social justice factors in its investment decision-making.

04.16.25
Asset Study/Review
Midwest University Limits ESG-Related Investment Decisions; Pursues Private RE

The university is barring investment decisions that are based primarily on environmental or social factors in light of a new state law, while its outsourced cio looks to increase private real estate allocations.

04.16.25