Asset Study/Review
Investors were stressing the value of downside protection heading into 2020—so much so that they were willing to underperform their peers—as they anticipated a market crisis within one to three years, according to results of a late 2019 survey recently released.
A university in the Midwest has started a review of its ESG policies for current and prospective investment managers.
A nonprofit based in the Pacific Northwest recently added a new asset class target.
A Western state trust fund approved new asset allocation targets and manager changes this month.
A foundation based in New England has boosted its equities targets and approved a socially responsible investing policy.
A West Coast pension fund will halve the total number of firms in its global equity portfolio.
A Great Lakes-based pension plan has tabled ongoing discussions on an asset/allocation study and potential real estate opportunities.
A Western trust is considering asset allocation changes across its investment portfolios.
A Midwestern fund approved a new target asset allocations at its April board meeting.
A New York-based nonprofit is looking to invest a portion of its endowment with firms majority-owned by women and/or people of color.