Asset Study/Review

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
Cash/Currency
Southwest Institute Seeks Firm For Investments And Cash Mgmt. Review

A New Mexico-based institute has issued an RFP seeking a firm to conduct a review of asset allocation strategies for its cash and investments.

07.25.19
Daily Feed
Mid-Atlantic Plan Makes Private Commitments; Terminates 3 Firms

A mid-Atlantic police and fire pension fund made several manager hires and terminations and adopted a new strategic asset allocation this year.

07.23.19
Non-U.S. & Global Fixed-Income
Mid-Atlantic Plan Considering Emerging Market Debt Manager Search

A pension fund near the nation’s capital is considering an emerging market debt search and new asset allocation.

07.18.19
Asset Study/Review
A Northeast Plan Adds 5 New Investment Managers

A pension plan in the Northeast added 5 new managers as part of a new asset allocation.

07.18.19
Equity
Mid-Atlantic Plan Eyes Searches To Fill Out New A/A

A mid-Atlantic pension plan will conduct manager searches to fill out a recently approved asset allocation.

07.17.19
Asset Study/Review
Maryland College Hires Investment Advisor

A Maryland college hired an investment advisor in the second quarter.

07.11.19