Asset Study/Review

Asset Study/Review
Calif. Plan Slates New Asset Allocation Changes

A California pension plan will add two new asset classes to its strategic allocation this week.

03.31.20
Asset Study/Review
Texas Plan Approves Reallocation Authorization

A Texas pension plan will allow its investment consultant to direct staff on how to reallocate assets to within its policy ranges.

03.31.20
Real Estate
Midwest Plans Approve RE Commitment

Midwest pension plans approved a maiden real estate commitment during the fourth quarter.

03.30.20
Asset Study/Review
West Coast Plan Delays New A/A Due To COVID-19

A West Coast county plan has delayed a decision on a new asset allocation due to the COVID-19 pandemic.

03.27.20
ESG
Midwestern University Adds ESG Considerations To Investment Process

A Midwestern university has added new investment considerations into its investment processes.

03.25.20
COVID-19 News
Nonprofits’ Outlook Turning Negative Amid Coronavirus Crisis

The outlook for higher education institutions is shifting to negative from stable as a result of the financial impact of the coronavirus outbreak, according to a recent outlook from Moody’s Investors Service.

03.19.20
Asset Study/Review
Mid-Atlantic Religious Order Revises Target Asset Allocation

A Mid-Atlantic-based religious order approved a new target asset allocation earlier this month.

03.19.20
Fixed-Income
Southwest Plan Plots Non-Core Fixed-Income Search

A Southwestern pension plan will conduct a search to fill a new non-core fixed-income allocation.

03.17.20
Asset Study/Review
Calif. Plan To Review Asset Allocation

A California pension plan will explore midstream energy as part of ongoing asset allocation discussions.

03.16.20
Asset Study/Review
CalSTRS Makes Investment Policy Adjustments

The $252.4 billion fund approved adjustments to its global equity, inflation-sensitive, infrastructure and innovation portfolio investment policies. 

03.12.20