Asset Study/Review

Asset Study/Review
Midwest University Considering Internally Managed Equity Portfolio, Int’l Equity, RE Investments

A university in the Midwest will consider allowing investment staff to manage a direct equity portfolio as well as potential international equity and real estate investments at its meeting today.

05.20.21
Asset Study/Review
West Coast University Updates A/A For Investment Pool

A university on the West Coast updated the strategic asset allocation for an endowment pool as part of changes to the investment policy statement last week.

05.20.21
Real Assets
Southern Plan To Kick-Off Real Asset Mgr. Searches; Terminates Equity Mgr.

The plan agreed to move forward with real asset manager searches and terminate a domestic large-cap core equity manager at today’s board meeting.

05.19.21
Asset Study/Review
Midwest Plan Adds Private Equity, Debt Allocations

A Midwestern public safety plan approved a new asset allocation policy that introduces maiden private equity and private debt targets at yesterday’s board meeting.

05.18.21
Asset Study/Review
Northeast Plan Approves New Asset Allocation

The plan approved a new asset allocation last month and will review potential implementation recommendation in the months ahead.

05.17.21
Non-U.S. & Global Equity
Calif. Plan To Conduct Int’l Equity Mgr. Search; Tweaks EMD Portfolio

The plan agreed to conduct an international large-cap equity manager search and broaden its emerging market debt allocation at today’s board meeting.

05.14.21
Asset Study/Review
West Coast Approves New A/A

The new asset allocation increases its equity target by 3%.

05.14.21
Asset Study/Review
Western State Fund Makes PE Commitment, Shifts Portfolios Towards Illiquid Assets

A fund based in a Western state approved a new commitment to a private equity manager as it shifts its portfolio toward illiquid allocations.

05.13.21
Asset Study/Review
West Coat University Weighing A/A Changes

A university based on the West Coast is weighing an increase to its private equity target among other changes to its investment policy at its meeting today.

05.13.21
Asset Study/Review
Michigan Plan Approves New A/A

The plan approved a new target asset allocation at its board meeting today.

05.11.21