Asset Study/Review

Asset Study/Review
West Coast Plan Eliminates Hedge Fund, Commodities Targets

A West Coast pension fund adopted a new strategic asset allocation that eliminates its hedge fund and commodities targets.

09.04.19
Asset Study/Review
Northeast Plan Increases Alternatives Targets

A Northeast pension fund has increased its targets to hedge funds, private equity and real estate as part of a new asset allocation.

08.26.19
Asset Study/Review
New England Plan To Adopt New Asset Allocation

A pension plan in New England is scheduled to approve a new asset allocation at a meeting this week.

08.21.19
Real Assets
Midwest Plan Approves First Infrastructure Investments

A Midwestern pension plan hired two firms to split a maiden infrastructure allocation last week.

08.20.19
Infrastructure
Southwestern Plan Seeking Infrastructure Managers

A pension fund in the Southwest has approved a search for open-end infrastructure managers.

08.20.19
Asset Study/Review
West Coast Health Care Trust To Consider Illiquid Asset Classes

A health care trust on the West Coast will receive a new asset allocation recommendation with maiden allocations to private equity, real estate, global macro, TIPS and government bonds.

08.16.19
Asset Study/Review
Wisconsin Foundation Reviewing Investment Strategy

A Wisconsin-based foundation is reviewing its investment strategy over the next six months.

08.15.19
Real Estate
Southern Plan Hires RE Mgr.; To Raise Target

A Southern pension plan approved the addition of a second real estate manager and is slated to increase its target to the asset class to accommodate it.

08.08.19
Passive Equity
Mid-Atlantic Plan Goes Passive, Terminates Invesco

A Mid-Atlantic county pension fund hears information on passive large-cap candidates after terminating an active manager.

07.29.19
Asset Study/Review Consultant/OCIO/Discretionary
California Foundation Hires New Investment Consultant

A California-based foundation hired a new investment consultant to oversee its approximately $15 million investment portfolio earlier this year.

07.25.19