Asset Study/Review

Consultant/OCIO/Discretionary
Calif. County Extends Consultant Contract; Continues A/A Discussions

The plan extended its general investment consultant contract with Verus and discussed its ongoing asset/liability study this week.

11.05.21
Absolute Return
Great Plains Fund Adds Absolute Return Managers

A fund in the Great Plains region invested in two new active absolute return managers and terminated an existing absolute return manager at its board meeting last week.

11.04.21
Asset Study/Review
Southern Fund Considering IPS Changes To Fixed-Income Guidelines

A fund in the South is considering changes to its investment policy statement to expand current fixed-income guidelines to allow its core plus managers opportunities to deliver additional alpha.

11.04.21
Asset Study/Review
Southern 529 Plan Adds SCV Manager To Watchlist

A 529 plan in the South added a domestic small-cap equity manager to its watchlist for performance concerns.

11.04.21
Credit/Private Debt
West Coast Approves Direct Lending Target

The plan has created a new target to direct lending as part of a new asset allocation policy.

10.28.21
Emerging/Diverse Managers
Western University Commits To 100 Diverse Manager Meetings In 2022

A university based on the West coast has committed to hearing 100 pitches from diverse investment managers across public and private asset classes in the first half of 2022 as part of its interest in building its exposure to diverse firms.

10.28.21
ESG
Western University Prohibits Future Fossil Fuel Investments

A university based on the West Coast has committed to not pursue any future investments in fossil fuels within its multi-billion-dollar portfolio.

10.28.21
ESG
Canadian University Commits To Fossil Fuel Divestment; Sustainable, Low-Carbon Investment Initiative

A university in Canada has committed to divest its endowment from investments in fossil fuel companies immediately.

10.28.21
Absolute Return
Great Plains Fund Considering Absolute Return Investments, Termination

A fund in the Great Plains region will consider investing in two new active absolute return managers and terminating an existing absolute return manager at its board meeting today.

10.28.21
Asset Study/Review
Great Lakes Plan Adopts A/A, Manager Changes

Plan consolidated its manager roster into a smaller group of firms following approval of a new asset allocation recommended by its consultant last month.

10.22.21