Asset Study/Review

Asset Study/Review
Southern Foundation Reviewing Equity Managers As Part Of Allocation Shift

A foundation affiliated with a university in a Southern state is reviewing its equity manager roster as it looks to shift its public equity portfolio toward domestic assets and away from international developed and emerging markets.

11.05.20
Asset Study/Review
Southeastern State Plan Adopts New A/A

A pension fund in the Southeast adopted new asset allocation policies as recommended by its investment consultant.

11.04.20
Asset Study/Review
Southern State Plan Moves Portfolio Away From RE, EME

A Southern state plan is reducing its exposures to real estate and emerging markets equity to reduce volatility, while increasing the exposures to developed international and U.S. equity to add capital stability.

10.29.20
Fixed-Income
Midwest Trust Fund Eyes New FI Mandates Following Allocation Shakeup

A trust fund in the Midwest will look to remove fixed-income strategies at its board meeting today as it looks to add new fixed-income mandates.

10.29.20
Asset Study/Review
Midwest Plan To Explore Infrastructure, Low Vol Allocations

A Midwestern pension plan will review the potential inclusion of infrastructure and global low volatility equity into its portfolio before the end of the year.

10.28.20
Credit/Private Debt
West Coast Plan Approves Extended Credit RFP

A West Coast pension plan approved issuing a global extended credit RFP to potentially replace another manager today.

10.28.20
Asset Study/Review
Southern Plan Adjusts Asset Allocation

The plan eliminated its risk parity allocation and boosted its multi-sector bond portfolio to allow for both traditional and opportunistic investments.

10.28.20
Asset Study/Review
New England University Updates Endowment Target A/A

A New England university revised the target asset allocation for its endowment for the 2021 fiscal year.

10.28.20
International / Global / Emerging Markets
West Coast Plan Fires 2 Non-U.S. Equity Managers

A pension fund on the West Coast has terminated two underperforming managers.

10.27.20
Asset Study/Review
Western College Changes Outsourced CIOs; Updates A/A

A college in the West hired a new outsourced cio provider to handle its endowment in July.

10.22.20