Asset Study/Review

Small-Cap
Southern Plan Terminates Three Small-Cap Mgrs.

The terminations stem from a completed domestic equity restructuring.

08.08.22
Real Assets
Virginia Plan Adds Natural Resources Target

The plan will reduce its total alternative and equity targets to fund the new asset class.

08.08.22
Asset Study/Review
Southern Fund Revises Liquid Account A/A

The fund approved a new strategic asset allocation for its liquid account in June, increasing targets across its equity portfolio as well as core bonds through the elimination of a fixed-income allocation.

08.04.22
ESG
West Coast University Adds ESG Investment Policy For Endowment

The university adopted a new environmental and socially responsible investment policy in June to incorporate an ESG lens while moving beyond negative screening.

08.03.22
Large-Cap
Western 529 Plan Monitoring Large-Cap Growth Strategy

The 529 plan added a domestic large-cap growth equity strategy to its watchlist last month because of underperformance compared to its benchmark for the quarter, one-, three- and five-year periods ending March 31.

07.28.22
MRI/Social Investments
Western University Foundation Plans Impact Investment Searches

The foundation will search for impact investments after adopting an ESG-integrated and impact investment strategy to mitigate the negative impacts of climate change.

07.21.22
Asset Study/Review
Southern Foundation Preps ESG, DEI Scoring Process Along A/A Review

The foundation is conducting an annual asset allocation review for its investment portfolio alongside an ESG and DEI scoring process with its new general investment consultant.

07.14.22
Asset Study/Review
Great Plains Fund Approves A/A; Advances Oil & Gas Hedging Program Considerations

The fund approved a new strategic asset allocation to continue to move its assets toward an endowment style portfolio with private markets investment exposure.

07.07.22
Asset Study/Review
Midwest Medical University Launches Asset Study

The university is reviewing the investment policy and asset allocations for its short- and long-term pools as well as its foundation alongside its general investment consultant.

07.07.22
Asset Study/Review
Southern Plan Adds New A/A Targets, U.S. Mid-Cap Value Equity Mgr.

Plan introduced private credit and private infrastructure target allocations and hired a domestic mid-cap value equity manager to replace its existing mandate with Wellington Management Company this week.

06.30.22