Asset Study/Review

Asset Study/Review
Northwest State Plan Adopts New A/A

A state investment board in the Pacific Northwest adopted a new asset allocation policy for four of its plans.

06.21.21
Asset Study/Review
Calif. Plan Approves A/A, RE Commitment

A California plan approved a “more privates” asset mix and a real estate commitment.

06.18.21
Asset Study/Review
West Coast University Revises A/A, Retains Consultant

A university based on the West Coast revised its target asset allocation and retained its investment consultant at a meeting last month.

06.17.21
Passive Equity
Western Fund Adds Private Equity Commitment Following Allocation Increase

A fund based in a Western state added an alternative investment strategy to its portfolio at its board meeting this month.

06.17.21
Asset Study/Review
Southwest Plan Nears New A/A

The plan will receive a recommendation from staff and consultant on a new asset allocation.

06.15.21
Asset Study/Review
Mid-Atlantic Plan Tweaks Asset Allocation; Makes Commitments

A Mid-Atlantic plan tweaked its asset allocation and disclosed roughly $347 million in recent commitments at today’s board meeting.

06.10.21
Asset Study/Review
Midwest University Adjusts Target Asset Allocation

A university based in the Midwest adjusted the asset allocation structure and target ranges for its investment portfolio last month.

06.10.21
Emerging/Diverse Managers
Midwest Foundation Considering Adding Diversity Lens To IPS

A foundation based in the Midwest is looking to add a diversity lens to its investment policy as part of its broader mission-related investment strategy.

06.10.21
Asset Study/Review
Midwest University Boosts Smid-Cap Equity Target

A university based in the Midwest increased its target allocation to domestic small-to-mid-cap equities in late April.

06.10.21
Consultant/OCIO/Discretionary
West Coast Plan Names Comprehensive Consultant Finalists

The plan will interview three firms to provide traditional and alternative consulting services.

06.09.21