Asset Study/Review

Emerging/Diverse Managers
New York Nonprofit Looks To Invest In Women- And Diverse-Owned Managers

A New York-based nonprofit is looking to invest a portion of its endowment with firms majority-owned by women and/or people of color.

04.08.20
Asset Study/Review
Southern Trust Fund Adds New Asset Classes To IPS

A Southern trust fund formally added two new asset classes to its investment policy statement in the fourth quarter.

04.08.20
Fixed-Income
Southern 529 Plan Slated To Consider Fixed-Income Manager Replacement Recommendation

A Southern 529 plan was slated to review potential replacement recommendations for a fixed-income manager at its first quarter board meeting.

04.08.20
Commodities
West Coast Plan Axes Commodities From Portfolio

A West Coast pension plan eliminated its commodities allocation last month.

04.08.20
Asset Study/Review
Midwest Plan Approves New Asset Allocation

A Midwestern pension plan approved a new long-term asset allocation today.

04.06.20
Fixed-Income
Southwestern Plan Approves Fixed-Income Asset Allocation Changes

A Southwestern city approved changes to its fixed-income asset allocation this week.

04.02.20
Asset Study/Review
Western Foundation Transitions To Fully Aligned Portfolio Following New Advisor Hire

A Western foundation transitioned to a fully aligned investment portfolio this year after hiring a new investment advisor last year.

04.02.20
Asset Study/Review
Mid-Atlantic University Formalizes Investment Screening Process

A Mid-Atlantic university has formalized its process for screening investments.

04.02.20
Asset Study/Review
Southwest Plan Approves A/A, New Asset Classes

A Southwestern pension plan will introduce several new asset classes after approving a new target asset allocation this week.

04.01.20
Asset Study/Review
Northeast Plan Approves Asset Allocation Changes

A Northeast pension plan approved changes to its asset allocation last week.

04.01.20