Asset Study/Review

Asset Study/Review
New England University Revises Target Asset Allocation

The university revised the target asset allocation for its endowment last year, pivoting toward absolute return investments as well as public and private equity.

01.31.24
Asset Study/Review
West Coast Foundation Revises IPS, Creates Maiden Allocations

The foundation approved a new investment policy statement and revised its target asset allocation, including maiden short-duration fixed-income and cash targets last week.

01.31.24
International / Global / Emerging Markets
Midwest Pension Mulls Int’l Equity Mgr. Termination

The plan considered the termination as well as a restructure of its international small-cap portfolio in December.

01.26.24
Alternatives
Great Plains Fund To Receive PE Pacing Plan; Private Equity & Credit Commitment Recommendations

The fund is expected to receive a private equity pacing plan proposal from its general investment consultant alongside private equity and private credit commitment recommendations at its board meeting this month.

01.25.24
Fixed-Income
West Coast Pension Slates Three Manager Searches

Two of the searches stem from a revised asset allocation adopted last month.

01.23.24
Asset Study/Review
Mid-Atlantic University Revises Retirement Plan’s Asset Allocation

The university revised its retirement plan’s asset allocation in the fourth quarter, increasing its public fixed-income target.

01.17.24
MRI/Social Investments
Fund Receives Grant To Support Capital Campaign, Grow Member Endowments By $370 Million

The fund has received an $100 million unrestricted grant to support its capital campaign and will deploy it by building a pooled endowment fund that will increase member institutions endowments by $10 million each.

01.17.24
Real Assets
Calif. Pension Plan Approves Real Assets Structure Review

The structure review calls for the plan to make $1.5 billion in real assets commitments this year.

01.11.24
Asset Study/Review
Southern University Revises Endowment Asset Allocation

The university revised the asset allocation for its endowment last year, increasing its allocation to private market investments at the expense of marketable alternatives.

01.10.24
Asset Study/Review
Western 529 Plan Revises A/A For Enrollment Year Portfolios

The college savings plan approved asset allocation changes to its actively managed and passively managed enrollment year investment portfolios at its board meeting last month in response to significant structural shifts seen in the market over a short period.

01.10.24