Asset Study/Review
A university based in the Midwest increased its target allocation to domestic small-to-mid-cap equities in late April.
The plan will interview three firms to provide traditional and alternative consulting services.
The plan approved a new long-term asset allocation at its investment committee meeting last week.
A trust fund in the South will consider a new target asset allocation at its June 18 board meeting following a recommendation from its general investment consultant at a board meeting last week.
A university in New England revised the target asset allocation for its endowment as part of investment policy changes approved in April.
New plan approved both interim and long-term asset allocation targets and hired two passive managers to assist with an impending transition of assets.
The plan will conduct an international small-cap equity manager search as part of a new asset allocation.
A university based in the Midwest adopted a new asset mix, increasing its targets to domestic equity, diversifying strategies, fixed-income and cash at an investment committee meeting last week.
A university in the South will consider maiden allocations to global equity, private debt, Treasuries/TIPS and diversified fixed-income at a special workshop prior to its next committee meeting in the third quarter.
The plan approved a new asset allocation as well as new index fund providers at a board meeting today.
