Asset Study/Review

ESG
Northeastern Fund Outperformed Market Since Beginning Divestment, Finding Impact Investment Opportunities.

A Northeastern fund has outperformed the market benchmark in the five years since it began to cut its fossil fuel exposure, which is now less than 1% of its portfolio.

05.14.20
Asset Study/Review
Midwest Foundation Adds Hedge Fund Managers

A Midwestern foundation added several hedge fund managers to its portfolio following a significant shake-up to its manager roster over the fiscal year.

05.14.20
Asset Study/Review
Southern 529 Plan Transitioning Portfolio

A Southern 529 plan enhanced its investment menu with new investment options this month.

05.14.20
MRI/Social Investments
Canadian University Divesting Endowment Of Fossil Fuels

A Canadian university approved divesting its endowment of fossil fuel companies last month.

05.13.20
Asset Study/Review
New England Plan Eliminates GTAA Allocation

A New England pension fund eliminated its global tactical asset allocation portfolio last month.

05.12.20
Equity
Florida Plan Eyes Small-Cap Equity Mgr. Changes

A Florida plan may potentially replace its domestic small-cap core equity manager upon further review.

05.08.20
Hedge Funds
Texas Plan Axes Hedge Fund Allocation

A Texas pension plan axed its hedge fund portfolio target as part of a new asset allocation mix approved last month.

05.08.20
Alternatives
University System Revises Investment Policy Statement

A university system has revised its investment policy statement to include a new alternatives asset class allocation and increased target allocation ranges to equities.

05.07.20
Asset Study/Review
Midwest University Revises Asset Allocation

A Midwestern university adapted a new asset allocation mix last month.

05.07.20
Consultant/OCIO/Discretionary
Alpha Capital Mgmt., Nasdaq Launch Outsourced CIO Indices, Release Q4 Results

Alpha Capital Management and Nasdaq created a suite of indices that measure the performance of outsourced cios.

05.07.20