Asset Study/Review

Real Estate
Midwest Plan Approves RE Redemptions From UBS Funds

A Midwestern pension plan approved redeeming assets with two UBS Asset Management funds last week.

01.21.20
Asset Study/Review
Western Foundation Revises Asset Allocation

A Western foundation revised its asset allocation last year, modestly increasing its allocations to equity and fixed-income.

01.15.20
Industry News
Mid-Atlantic University Searching For Analyst

A Mid-Atlantic university is searching for an analyst to help support its overall portfolio allocation strategy and execution.

01.15.20
Alternatives
West Coast Plan Discloses Alts. Commitments; Slates A/A Study

A West Coast pension plan disclosed recent alternatives commitments and will commence an asset allocation study later this month.

01.13.20
Asset Study/Review
Northwest Plan Approves New A/A; Eliminates Diversifying Strategies

A Northwestern pension plan eliminated its diversifying strategies allocation as part of new strategic targets approved last month.

01.10.20
Fixed-Income
Midwest University Adapts Its Operating Fund Asset Allocation

A university in the Midwest has adapted the asset allocation for its operating fund.

01.09.20
Asset Study/Review
West Coast Plan Inverts Portfolio

A plan based on the West Coast has changed its portfolio.

01.02.20
Asset Study/Review
Kentucky Plan Hires Advisor For Cost-Benefit Analysis

A plan in Kentucky has hired a firm to provide a financial cost-benefit analysis related to unfunded pension liabilities.

12.24.19
Searches And Hires
Midwestern Plan Shakes Up Manager Roster

A plan based in the Midwest has adapted its investment manager relationships.

12.24.19
Alternatives
Southwest Plan Slates New Strategy RFPs

A Southwestern employees pension plan will issue RFPs to fill three new asset class portfolios.

12.20.19