Asset Study/Review
A Southern fund will review its asset allocation next month in advance of its July meeting, where a formal strategic asset allocation review will take place.
Investors were stressing the value of downside protection heading into 2020—so much so that they were willing to underperform their peers—as they anticipated a market crisis within one to three years, according to results of a late 2019 survey recently released.
A university in the Midwest has started a review of its ESG policies for current and prospective investment managers.
A nonprofit based in the Pacific Northwest recently added a new asset class target.
A Western state trust fund approved new asset allocation targets and manager changes this month.
A foundation based in New England has boosted its equities targets and approved a socially responsible investing policy.
A West Coast pension fund will halve the total number of firms in its global equity portfolio.
A Great Lakes-based pension plan has tabled ongoing discussions on an asset/allocation study and potential real estate opportunities.
A Western trust is considering asset allocation changes across its investment portfolios.
A Midwestern fund approved a new target asset allocations at its April board meeting.
