Asset Study/Review

ESG
Northern 529 Plan Adds Social Impact Equity Option

A plan based in a Northern state is offering a new fund option to participants.

04.29.21
Asset Study/Review
Calif. Plan Approves Real Estate Search

A California plan agreed to initiate a real estate search following approval of a new asset allocation policy yesterday.

04.28.21
Infrastructure
Midwest Plan Adds Maiden Infrastructure Allocation

A Midwestern pension plan added a new infrastructure target as part of a new real assets structure recommended by its investment committee.

04.26.21
ESG
Midwest College Incorporates ESG Factors Into Investment Process, Adds ESG Manager

A college in the Midwest has begun incorporating ESG considerations into its investment policy and hired an investment manager with a strategy built around ESG factors.

04.22.21
Mid-Cap
Midwest University Governing Board Adds Mid-Cap Fund To Retirement Plan Lineup

The governing board of a Midwest university system replaced one fund for another in its retirement plans investment lineup.

04.21.21
Absolute Return
Calif. Plan Restructures Absolute Return Portfolio; Hires Overlay Provider

A California plan restructured its absolute return portfolio and hired an overlay services provider at yesterday’s board meeting.

04.16.21
MRI/Social Investments
Midwest University To Divest From Fossil Fuels

A university based in the Midwest announced it will divest its endowment from investments in fossil fuel companies over the next decade.

04.15.21
MRI/Social Investments
Ivy League University Adopts Net-Zero Greenhouse Gas Investment Strategy

An Ivy League institution has adopted a new investment strategy to reduce the net greenhouse gas emissions from its endowment investments to zero by 2050.

04.14.21
Fixed-Income
West Coast Plan Consolidates Fixed-Income Mandates; Approves RE Commitment

A West Coast pension plan consolidated three fixed-income mandates with Western Asset Management and approved a real estate commitment at its board meeting last week.

04.12.21
Private Equity
Western State Considers PE Commitment, New Illiquid Asset Targets

A trust fund in a Western state will consider making a private equity commitment and shifting its portfolio toward illiquid allocations at its board meeting this week.

04.08.21