Asset Study/Review

Asset Study/Review
Rocky Mountain Plan Adjusts Asset Allocation

A Rocky Mountain pension plan amended its strategic asset allocation targets following a ten-year forward-looking study.

04.07.21
Surveys/Studies
Pandemic Market Impact Drives Portfolio Changes In 2021, Institutions Increase Alternative Allocations 

Most institutional investors did not make significant asset allocation changes in 2020 due to the COVID-19 pandemic, however 2021 is looking to shape up differently, according to a new study.

04.01.21
Asset Study/Review
Windy City Plan Approves A/A Changes

Plan increased its equity allocation and reduced its fixed-income exposure through asset allocations changes approved last week.

03.30.21
Hedge Funds
Rocky Mountain Plan Terminates HFoF Mgr.; Tweaks A/A

A Rocky Mountain pension plan terminated its hedge fund-of-funds manager following a ten-year forward looking asset allocation study.

03.25.21
Asset Study/Review
Southern Fund Considering AA Recommendation

A fund in the South may revisit a recommendation for a new asset allocation for its endowment after not taking any action earlier this month.

03.24.21
Equity
Canadian University Commits To Sustainable Global Equity Mgr.

A Canadian university recently committed capital to a global equity manager that invests in opportunities emerging from the transition to a more sustainable global economy.

03.24.21
Asset Study/Review
Illinois Plan Adjusts Target Allocations

The largest change was a 5% reduction to the plan’s multi-sector credit allocation.

03.24.21
Asset Study/Review
New England Plan Tweaks Asset Allocation

The plan amended its strategic asset allocation targets and added a new asset class at a meeting today.

03.24.21
Bank Loan
Texas Hoses Plan Tweaks Asset Allocation

Plan added a floating rate public debt target as part of asset allocation changes approved at this month’s board meeting.

03.18.21
ESG
Religious Institution Conducting ESG Manager Review

A religious order is conducting a review of its investment managers on key ESG issues such as climate-related risks and opportunities as well as racial and gender equity.

03.18.21