Asset Study/Review

Asset Study/Review
Canadian University Foundation Approves New AA Following Maiden Outsourced CIO Hire

A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.

01.07.21
Asset Study/Review
West Coast Foundation Approves New Target A/A

A foundation-based on the West Coast approved a new target asset allocation increasing its targets to real estate, domestic large-cap equity and international equity in December.

01.07.21
Real Assets
West Coast Plan Approves New Sub-Asset Classes

A West Coast pension plan amended its sub-asset class target allocations within its real assets portfolio at the recommendation of staff and its investment consultant.

12.18.20
Asset Study/Review
Midwest Plan Tweaks A/A

A Midwestern pension plan adopted a new asset allocation policy as recommended by its investment committee.

12.18.20
Non-U.S. & Global Equity
Midwest Plan Wraps Up Global Equity Mgr. Search.; Approves A/A

A Midwestern pension plan terminated its active large-cap equity managers to fund mandates with three new global equity managers hired following an RFP search.

12.17.20
Equity
Southern University Adjusts Asset Targets

A university based in a Southern state has adjusted its equity targets.

12.17.20
Asset Study/Review
West Coast Plan Approves New A/A

Pension fund increases its illiquid growth portfolio to 41% from 32%.

12.14.20
Bank Loan
West Coast Plan Slates U.S. Bank Loan Manager RFP; Rehires Consultant

A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.

12.10.20
Asset Study/Review
Midwest 529 Plan Moves Toward Foreign Stocks And Bonds

A 529 plan based in the Midwest has adjusted its asset allocations.

12.10.20
Asset Study/Review
Midwest University Adjusts Asset Targets

A university based in the Midwest has adjusted its retirement plans asset targets.

12.03.20