Asset Study/Review
The plan approved a new asset allocation for its Core Trust Fund.
The plan will implement its recently approved asset allocation policy in three phases.
A fund in the South approved a new strategic asset allocation for its liquid account following a recommendation from its general investment consultant last month that essentially creates a 60% equity 40% fixed-income portfolio.
A university based in the Midwest will periodically review all managers for ESG-related criteria within its investment portfolio as part of a new investment policy adopted at its board meeting last week.
The plan adopted a new asset allocation policy following the finalization of its investment beliefs.
A Southern fund approved adopting a certification of formation to create a special purpose governmental corporation at its November meeting.
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.
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.
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.
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.
