Asset Study/Review

Asset Study/Review
Louisiana Plan Reviewing Investment Portfolio

The plan’s new investment consultant expects to come back with a full review and recommendations at its August board meeting.

05.11.21
Credit/Private Debt
Florida Plan To Discuss Private Credit

The plan will discuss private credit options as well as asset mixes at its August meeting.

05.10.21
Asset Study/Review
Midwest Plan Approves New Asset Allocation

The plan approved a new asset allocation at today’s meeting and also expanded the responsibilities for one of its consultants.

05.07.21
Non-U.S. & Global Equity
Conn. Plan Approves New Asset Allocation, Makes PE Commitment

The plan approved a new 2% target to China equity at a meeting today.

04.30.21
ESG
West Coast University Adjusts Investment Strategy

A university based on the West Coast is adjusting its investment strategy.

04.29.21
Private Equity
Midwest Foundation Adds Private Equity Commitment

A foundation based in the Midwest has approved a new private equity commitment.

04.29.21
ESG
Great Plains Institution Added ESG-Provision To Investment Policy

A university based in the Great Plains region approved a new provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings.

04.29.21
Asset Study/Review
New York Institution To Review A/A Targets

An institution in New York will conduct an asset allocation review for its investment portfolio in May.

04.29.21
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