Asset Study/Review

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
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