Asset Study/Review

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
Asset Study/Review
Southern 529 Plan Adds Investment Portfolio Options

A 529 plan in a Southern state has added two investment portfolio options.

05.05.20
MRI/Social Investments
Mid-Atlantic University Divests Endowment Of Public Fossil Fuel Investments

A Mid-Atlantic university recently divested all of its public fossil fuel investments from its endowment.

04.30.20
Asset Study/Review
New England University Revises Asset Allocation; Makes Equity Investment

A New England-based university revised the target asset allocation for its endowment last month.

04.30.20
MRI/Social Investments
New England University Sets Path To Transition Endowment To Greenhouse Gas Neutrality

A New England-based university will transition its endowment to net-zero greenhouse gas emissions by 2050.

04.30.20
MRI/Social Investments
Canadian University To Remove Investments In Carbon-Intensive Companies

A Canadian university will accelerate the responsible decarbonization of its investment pool through the removal of investments in highly carbon-intensive companies.

04.29.20
Asset Study/Review
Florida Pension Adds Emerging Markets Equity; Increases Private Credit

A Florida-based employees pension plan approved a new asset allocation at its board meeting yesterday.

04.29.20
Asset Study/Review
West Coast Plan Approves New Asset Allocation

A West Coast county pension plan approved a new asset allocation at its investment committee meeting yesterday.

04.23.20
Asset Study/Review
Calif. County Plan Slates Equity Structure Study

A California county pension plan will undergo an equity structure study later this year.

04.23.20
Credit/Private Debt
Texas Plan Adds Credit Commitments

A Texas plan added a pair of credit commitments and adopted an investment performance report from its general investment consultant RVK.

04.23.20