Asset Study/Review

Equity
New York Foundation Revises Target Asset Allocation

A New York Foundation revised its target asset allocation as part of an update to its investment policy statement at the beginning of the year.

11.26.19
Small-Cap
Midwest Plan Adjusts Equity Allocation

A plan in the Midwest has adjusted its equity allocation to lower costs.

11.26.19
Alternatives
Southwest Plan Adds Debt Commitments

A Southwestern pension plan added a pair of distressed debt commitments at Wednesday’s board meeting.

11.22.19
Emerging/Diverse Managers
Texas Fund Further Developing Alternative Emerging Manager Program Outline

A Texas-based fund is developing an alternative emerging manager program outline and will focus on two alternative strategies.

11.20.19
Asset Study/Review
Southern University To Review Strategic Plan, AA In 2020

A Southern university will review its strategic plan and asset allocation early next year with the help of its general investment consultant. 

11.20.19
Asset Study/Review
Western Plan To Approve New Asset Allocation Ranges; Discloses Commitments

A Western pension plan is slated to approve new asset allocation ranges at its board meeting next week.

11.13.19
Domestic Equity
Southeastern County Mulling Large-Cap Value Mgr. Replacement

A Southeastern county pension plan is considering the replacement of its domestic large-cap value equity manager.

11.13.19
MRI/Social Investments
Western Education System To Gauge Managers’ Climate Change View In Investment Process

A Western education system will reach out to external investment managers to assess whether climate-related risks and opportunities are integrated into their investment processes.

11.06.19
Private Equity
Midwest Plan Bolsters Private Equity Portfolio

A Midwestern pension plan both raised its target asset allocation to private equity and added follow-on commitments in the asset class last month.

10.31.19
Searches And Hires
Hoosier Health System Starts New Asset Class Allocation, Hiring Investment Staff

An Indiana university-affiliated health system has added new asset class allocation and is hiring an investment staffer.

10.30.19