Asset Study/Review

Asset Study/Review
Calif. County Adopts New A/A

The plan adopted a new asset allocation policy following the finalization of its investment beliefs.

12.02.21
Asset Study/Review
Southern Fund Approves Becoming Special Purpose Governmental Corporation; Terminates FoF Mgr.

A Southern fund approved adopting a certification of formation to create a special purpose governmental corporation at its November meeting.

12.02.21
ESG
Mid-Atlantic College Liquidating Fossil Fuel Holdings

A college based in the Mid-Atlantic region is shedding its private exposures to fossil fuel holdings within its endowment over the next 12 to 24 months.

12.02.21
ESG
Northeast College Eyes Investments Supporting Green Economy As Part Of New IPS

A college in the Northeast will consider investments that support the transition to a green economy as part of its adoption of a new investment policy at its October board meeting.

12.02.21
Private Equity
Southern Education System Approves Private Equity Commitments

An education system based in the South approved private equity commitments with a new and existing manager within its endowment at its October board meeting.

12.02.21
Alternatives
Southern University Considering PE, RE Commitments

A university in the South will hear a recommendation from its general investment consultant to make private market commitments with three new and one existing manager within its endowment at its meeting today.

12.02.21
Asset Study/Review
Northeast Plan Approves Asset Allocation

Plan approved a new asset allocation as continues work toward separating its assets from the state’s division of investment.

11.24.21
Alternatives
Florida Plan Preps 2022 Educations

The plan’s investment consultant is recommending discussions on areas such as real estate, infrastructure, private equity and direct lending.

11.23.21
ESG
Midwest University Approves Fossil Fuel Divestment

A university based in the Midwest approved divesting its endowment from fossil fuel holdings during its board of trustees meeting this month.

11.18.21
Real Estate
Western Fund Begins Core Real Estate Search

A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.

11.18.21