Asset Study/Review

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
Credit/Private Debt
West Coast University Revises Asset Allocation As Part Of New Investment Policy

A university based on the West Coast has revised its asset allocation as part of a new investment policy.

03.12.20
MRI/Social Investments
Northeast University To Divest From Fossil Fuels In Next Decade

A university in the Northeast will divest its endowment from fossil fuel investments over the next decade.

03.12.20