Asset Study/Review

Alternatives
Midwest College Looks To Refine Alternative Asset Classes

The college is fine-tuning its hedge fund and private equity portfolios in the near term as it makes progress on its long-term goal to divest from fossil fuel investments.

11.01.23
Asset Study/Review
Southern Plan Adopts New Asset Allocation

The new allocation increases its fixed-income target at the expense of domestic equity.

10.19.23
Asset Study/Review
Midwest Pension Plan Tweaks Asset Allocation

The pension plan agreed to increase its global equities target by reducing its global private equity target from Oct. 1 through Dec. 31, 2024.

10.19.23
Consultant/OCIO/Discretionary
West Coast Pension To Issue Consultant RFP

The plan is also slated to discuss alternative asset mixes for its fixed-income portfolio.

10.17.23
Absolute Return
Midwest Pension Plan Selects Absolute Return Mgrs.; Tweaks A/A

The pension plan selected seven absolute return managers for possible inclusion within its investment lineup and tweaked its asset allocation policy last week.

10.02.23
Asset Study/Review
Northeast State Pension Continues A/L Study Discussions

The plan also approved a private equity commitment as it continued talks in its ongoing asset/liability study at a meeting today.

09.27.23
Asset Study/Review
Western University Foundation Removes Allocation To SPACs; Adds New Commitments

The foundation amended its asset allocation policy, removing its allocation to special purpose acquisition company assets, and added several commitments within its endowment during its second quarter investment committee meeting.

09.26.23
Fixed-Income
Western Education System Considering Short Duration Bond Redemption

The fund expects to hear a recommendation to fully redeem a short-duration fixed-income investment in its operating pool and redeploy the assets among existing managers within its long-term pool.

09.26.23
Real Estate
Great Plains Fund Restructures Real Estate Portfolio; Adds 130/30 Managers

The fund approved restructuring its real estate portfolio in favor of a core-satellite portfolio with a core mandate and two to three satellite managers and also added two 130/30 managers to create a market cap and style neutral portfolio structure.

09.19.23
ESG
Midwest Health System Developing Sustainable Investment Guidelines, Wrapping Up IPS Review

The healthcare system is working on sustainable investment guidelines after reviewing sustainability scores on current investments in the first quarter and evaluating future opportunities.

09.19.23