Asset Study/Review
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.
An episcopal diocese in the Midwest will update its investment policy this spring after selecting a new investment advisor in late 2021.
A board in the Midwest approved changes to its investment policy statement including new permitted investments at its meeting last month.
Plan rehired its incumbent domestic large-cap growth equity manager following a search conducted by its consultant.
Plan will hear presentations from four value-add real estate finalists at next month’s board meeting.
The new policy increases the plan’s equity targets and reduces its fixed-income target.
A 529 plan in the South may consider recommendations to add high-yield fixed-income and emerging market fixed-income strategies at its meeting next week.
The plan disclosed three private equity commitments with existing managers today.
College consolidated existing contracts into one retirement plan account.
A university in the South revised the target asset allocation for its endowment fund, increasing its target to private equity, at its investment committee meeting this month.
