Asset Study/Review

Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Credit/Private Debt
Calif. Plan Concludes Liquid Multi-Sector Credit Search

The new liquid multi-sector manager will handle a roughly $375 million mandate for the plan.

03.03.22
Announcements
Southern University Establishes Endowment

The Southern university system approved creating a $300 million endowment to help undergraduate students pay for college with funding coming from investment returns generated by university financial officers.

03.03.22
Ukraine-Russia
Rocky Mountain University & Foundation Exiting Russian Investments

A university and its foundation based in the Rocky Mountains are exiting their small investments in Russian companies in an action to send a message that it stands in solidarity with the people of Ukraine following its invasion last week.

03.03.22
Non-U.S. & Global Equity
Southern University Updates A/A For Endowed, Non-Endowed Portfolios

A university in the South made changes to the target asset allocations for its endowment and non-endowed portfolios at its Feb. 24 committee meeting.

03.03.22
Asset Study/Review
Midwest 529 Adds U.S. Small-Cap, Core Bond Investment Options

A Midwestern college savings trust authority has adjusted the underlying fund investment options for two of its plans, adding small-cap equity, emerging markets equity, core bond and real estate options.

03.03.22
Asset Study/Review
Midwest Diocese To Update IPS Following New Advisor Hire

An episcopal diocese in the Midwest will update its investment policy this spring after selecting a new investment advisor in late 2021.

03.03.22
Asset Study/Review
Midwestern Board Updates IPS

A board in the Midwest approved changes to its investment policy statement including new permitted investments at its meeting last month.

03.03.22
Large-Cap
Massachusetts Plan Retains LCG Manager         

Plan rehired its incumbent domestic large-cap growth equity manager following a search conducted by its consultant.

02.25.22
Real Estate
New England Plan Slates Value-Add RE Finalist Interviews

Plan will hear presentations from four value-add real estate finalists at next month’s board meeting.

02.25.22