Asset Study/Review

Consultant/OCIO/Discretionary
Western Plan Changes Management Structure; Codifies Commitment To Diverse Mgrs. In IPS

A plan based in the West approved transitioning the management of its endowment to a single outsourced cio provider as well as new investment policy statements for its endowment and operating funds that codify its commitment to diverse managers at its investment committee meeting last week.

10.07.21
ESG
Midwest College Divesting From Oil And Gas Investments

A college based in Minnesota approved divesting its endowment of public investments in oil or gas companies and barring future allocations to companies or funds invested solely in oil or gas last month.

09.30.21
ESG
New England University Divesting From Fossil Fuels

A university in New England approved a new investment policy last week that will end the investment of its endowment in fossil fuels.

09.30.21
Asset Study/Review
Southern Fund Revises A/A

A fund in the South revised the target asset allocation for its portfolio in April, increasing its targets to infrastructure at the expense of energy investments.

09.30.21
Hedge Funds
Midwest Plan To Conduct Hedge FoF Search

A Midwestern pension plan will conduct a hedge fund-of-funds manager search.

09.29.21
Asset Study/Review
Virginia System Tweaks Asset Allocation

The plan increased its private equity target as part of an annual investment policy statement review.

09.27.21
Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21
Emerging/Diverse Managers
HBCU Adds Minority-Owned Manager Mandate To Endowment Policy

An HBCU in the Mid-Atlantic region revised its endowment policy this week to implement a mandate that a majority of its endowment be managed by minority-owned investment firms.

09.23.21
Bank Loan
West Coast Plan Adds Bank Loan Strategy As Part Of A/A Changes

A plan based on the West Coast added a bank loan strategy as part of the adoption of a new asset allocation last month.

09.23.21
Asset Study/Review
Midwest University Considering New A/A

A university based in the Midwest is considering a new asset allocation for its endowment that would increase its exposure to private equity.

09.23.21