Asset Study/Review

Asset Study/Review
Hawaii Trust Adjusts Asset Allocation

A Hawaii-based trust revised the asset allocation for its endowment last year, increasing its allocation to an alternative asset class, according to documents.

09.12.19
Asset Study/Review
Northeast Plan Adopts New A/A

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

09.11.19
Non-U.S. & Global Fixed-Income
Mid-Atlantic Plan Approves EMD Search

A Mid-Atlantic pension plan approved a new asset allocation resulting in a search for emerging market debt managers.

09.09.19
Asset Study/Review
Midwest Plan Approves New Asset Allocation; Adds Small-Cap Manager

A Midwest pension plan approved a new asset allocation as well as the hire of a domestic small-cap equity manager in July.

09.06.19
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