Asset Study/Review
The plan added a new asset class after receiving an updated asset class assumption report.
A university in the Northeast will not directly invest in publicly traded oil and gas companies “for the foreseeable future” as part of adjustments to its investment policy approved last month.
A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.
A fund based in the South is reviewing its strategic asset allocation and will look to make changes this summer.
A Midwestern university foundation added a maiden allocation in the fourth quarter.
Plan made several manager changes to its equity portfolio as part of a transition conducted by its new general investment consultant.
The plan created a maiden high-yield fixed-income allocation as part of a new target asset allocation.
A university in New England will review its asset allocation at a spring meeting, where its outsourced cio may adjust targets.
A university in New England made changes to its global fixed-income, real assets and international equity portfolios within its endowment in July and October.
A fund based in the South will consider revising the asset allocation for its trust fund this year after receiving an asset allocation from its general investment consultant in the fourth quarter.