Asset Study/Review

ESG
New England University Eyes Climate Solution Investments

A university in New England is looking to grow its almost 1% exposure to climate solutions and has identified the expansion of existing high-quality managers into climate-related activity as part of their regular investment efforts as an emerging opportunity source

02.10.22
Asset Study/Review
New England College Updates Asset Allocation

A college in New England updated the target asset allocation for its endowment last year, increasing allocations to global equity and long/short hedge funds.

02.10.22
Asset Study/Review
Midwest Plan Tweaks A/A; To Interview Buyout FoFs

The plan reduced its exposure to international equity and will receive two buyout fund-of-funds manager presentations as part of an ongoing search.

02.04.22
Asset Study/Review
Southern Corporation To Review A/A

The Southern corporation’s board is considering reviewing its asset allocation later this year separate from the annual asset allocation review of the agency overseeing the corporation.

02.03.22
Real Estate
Great Plain Fund To Consider IPS Changes Following RE Investment

A fund in the Great Plains region will consider changes to its investment policy statement later this month after approving a real estate investment within its portfolio at its board meeting in late January.

02.03.22
Asset Study/Review
New England Institution Weighs Full Fossil Fuel Divestment

A university in New England is weighing divesting three of its portfolios from fossil fuels.

02.03.22
Private Equity
New England Plan Increases PE Allocation Range

The new allocation range equates to $2.7 billion to $3.3 billion to private equity this year.

02.01.22
Real Estate
Great Plains Fund Considers Real Estate Investment, IPS Change

A fund in the Great Plains region will consider a real estate investment as well as changes to its investment policy statement at its January board meeting.

01.27.22
Asset Study/Review
Midwest State Systems Retain Divestment Services Provider

Five Midwestern state systems are negotiating with the incumbent provider following a search from the fourth quarter.

01.20.22
Asset Study/Review
Southern Corporation To Vote On Bylaws This Month

A corporation in the South held its first meeting last week and is one step closer to being a functioning entity as it will vote on its initial bylaws at a meeting later this month.

01.13.22