Asset Study/Review

Private Equity
New England Pension Approves PE Commitment

The plan also approved liquidating its sole emerging market debt manager at a meeting today.

12.06.23
MRI/Social Investments
Mountain State Foundation Carves Out Impact Allocation Target

The foundation has established a target allocation for impact investments after deliberating on the subject since last year, when it invested in an impact fund.

12.06.23
Consultant/OCIO/Discretionary
Pacific Northwest Pension To Launch Consultant Search

The plan expects to launch the search in January as its incumbent’s contract is slated to expire on June 30.

12.01.23
Asset Study/Review
West Coast Foundation Considers A/A Changes

The foundation is proposing shifting its $642 million consolidated endowment fund toward private equity, domestic public equity and short-duration fixed-income.

11.21.23
Asset Study/Review
Southern University System To Receive A/A Recommendation

The institution expects to receive formal recommendations on asset allocation changes to its liquidity pool from its general investment consultant at a future board meeting.

11.16.23
Asset Study/Review
Mid-Atlantic Pension Mulls A/A Changes; Discloses Commitments

The pension plan will consider tweaking its asset allocation for fiscal year 2024 at its board meeting tomorrow and disclosed commitments totaling $450 million at today’s investment advisory committee meeting.

11.15.23
ESG
Western College Considering Fossil Fuel Divestment

The college’s board of trustees will consider divestment proposals for its endowment at meetings this week.

11.08.23
Domestic Equity
Southern Fund Extends Watch List Status For Firm; Transitions Real Estate Manager

The fund extended the watch list status for one of its domestic equity managers during its August board meeting despite improved performance over the last three quarters.

11.08.23
Credit/Private Debt
Midwest Retirement System Slates Credit Search; Axes Three Mgrs.

The retirement system agreed to launch an evergreen private debt manager search and terminate three managers as part of a new asset allocation policy.

11.03.23
Equity
Southern University Increases Long-Term Target For Equities

The university revised its long-term targets for drivers of return of its endowment, increasing its target to equities at the expense of absolute return, credit and real estate.

11.01.23