Asset Study/Review

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
Asset Study/Review
Mid-Atlantic Pension Adopts New A/A

The system will discuss an implementation plan for the new asset allocation policy next month.

04.15.25
Asset Study/Review
Two Mid-Atlantic Catholic Universities Agree To Merger

The university has begun the process of absorbing a nearby Catholic college after acquiring another local college last year.

04.10.25
Asset Study/Review
Great Plains Board To Review A/A; Makes Evergreen Private Credit Commitment

The fund will review the asset allocation for its trust fund portfolio this summer after last approving a new asset allocation in July 2023.

04.09.25
Asset Study/Review
Southern Foundation Bringing Investment Management Inhouse

The foundation has hired a cio and director of investment operations in a move to bring its investment management and operations inhouse.

04.08.25