Asset Study/Review

ESG
Northeast University To Divest From Fossil Fuels

The university has committed to avoid direct investments in fossil fuel companies and will not seek out or renew private funds investing in fossil fuels after previously rejecting fossil fuel divestment in 2016.

09.14.23
Asset Study/Review
Southern University Revamps Retirement Plan Investment Portfolios

The university established new investment lineups with new and existing managers for its 457(b) and 403(b) plans following a review from its general investment consultant and a retirement advisory committee.

09.13.23
Asset Study/Review
Midwest University Launches Asset Allocation Study

The university is conducting a review of its asset allocations alongside its general investment consultant as it typically conducts a study every three years.

09.13.23
Asset Study/Review
Midwest Health System Slates IPS Review

The system expects to conduct a review of the investment policy for its reserve pool, non-reserve short-term pool and non-reserve long-term pool this fall.

08.24.23
Asset Study/Review
West Coast College Savings Plan To Conduct A/A Study

The 529 plan’s general investment consultant will conduct an asset allocation study this fall as it has been a few years since a review has been conducted.

08.24.23
Asset Study/Review
Southern Fund Revises Investment Policy

The fund revised its target asset allocation at its board meeting last week, increasing its exposure to fixed-income and private debt at the expense of real estate and global tactical asset allocation.

08.18.23
Asset Study/Review
Midwest University Set To Review A/A, Global Equity Portfolio

The university expects its discretionary provider to conduct a review of its strategic asset allocation during the third quarter and a separate review of its global equity portfolio during the fourth quarter.

08.17.23
Fixed-Income
West Coast 529 Plan Swaps Passive Bond Funds For Active Strategies

The college savings program added active bond strategies to replace two passive strategies to provide greater flexibility in country and security selection.

08.17.23
Asset Study/Review
Calif. Pension Plan Tweaks A/A; Slates Fixed-Income Searches

The plan will conduct searches in several fixed-income and credit sectors following a portfolio restructure stemming from an overall asset/liability study.

08.10.23
GTAA
Southeast Pension Fund Eliminates GTAA Allocation

The plan opted to liquidate its 10% allocation and reallocate the proceeds to fixed-income.

08.10.23