Asset Study/Review

Asset Study/Review
Michigan Plan Tweaks Asset Allocation

A Michigan pension plan cut its target asset allocation to hedge funds in half and redirected the assets to U.S. equity at today’s board meeting.

08.13.20
Asset Study/Review
Northeast University Revises Asset Allocation

A university in the Northeast has revised its policy portfolio asset allocation as part of changes to its investment policy.

08.13.20
Announcements
Understanding Risk, Generating Income Important For Diversifying Portfolios: Report

Investors can achieve their income goals and diversify their portfolio across different opportunities by having a broader understanding of the risks that they are taking, according to new research.

08.13.20
Credit/Private Debt
Southern Trust Fund To Consider Direct Lending RFP

A trust fund based in a Southern state will consider approving the issuance of an RFP for direct lending managers this month.

08.13.20
Asset Study/Review
Mid-Atlantic University Revises AA

A Mid-Atlantic-based university approved a new asset allocation framework as part of changes to its investment policy statement in the first quarter.

08.06.20
Asset Study/Review
Western University Revises A/A As Part of IPS Changes

A Western university revised the target asset allocations for its endowment and total return investment pool as part of changes to its investment policy statements last week.

08.06.20
Searches And Hires
West Coast Transportation Plan Eyes New PE, Treasury Asset Classes

A West Coast transportation plan will conduct multiple manager searches as a result of a new asset allocation.

08.04.20
Alternatives
Northeast Plan Bolsters Alternatives Portfolios

A Northeastern pension plan added three new alternatives commitments and made some modest target allocation changes at this week’s meeting.

07.22.20
Fixed-Income
Southern City Plan Makes Core-Plus Bond Manager Hires

A Southern border city has hired two domestic core fixed-income managers following an asset class review.

07.15.20
Domestic Equity
West Coast Plan Hires Smid-Cap Manager

A West Coast pension plan hired a domestic small- to mid-cap equity manager as part of a new asset allocation approved at its board meeting today.

07.10.20