Credit/Private Debt

Asset Study/Review
Wisconsin Plan Approves A/A; Slates Searches

A Wisconsin pension plan is targeting searches in private debt and defensive equity following approval of a new asset allocation last week.

02.22.21
Consultant/OCIO/Discretionary
Great Lakes DC Plans Retain Investment Consultant

County 457 and 401(a) plans in the Great Lakes region have rehired a general investment consultant as the result of a recent search.

02.19.21
Announcements
Western Tribe Searching For Director Of Investments

An American Indian tribe in the West is searching for a director of investments to assist in the oversight and management of its endowment portfolio following the promotion of its cio last month.

02.17.21
Consultant/OCIO/Discretionary
Midwest Plan Eyes Private Markets Consultant Approval

Plan’s investment advisory committee agreed to endorse a private markets consultant recommendation that will require full board approval later this month.

02.16.21
Alternatives
West Coast Plan To Receive Non-Traditional Asset Pacing Plans

The pacing plans are part of its 2021 annual asset class investment plans.

02.11.21
Asset Study/Review
Midwest University Revises Target AA

A university based in the Midwest has revised its asset allocation, increasing allocations to alternative assets at the expense of bonds and commodities.

02.11.21
Emerging/Diverse Managers
Southern County Plan To Make Minority Manager Hire

The recommendation will come from its general investment consultant later this month.

02.09.21
International / Global / Emerging Markets
Southern Plan Begins Emerging Markets Equity Search

The plan begins a new search and wraps up an existing one.

02.05.21
Credit/Private Debt
Midwest Foundation Adds Private Debt Allocation

A foundation based in the Midwest added a private debt allocation and reclassified two investments under the asset class last year.

02.04.21
International / Global / Emerging Markets
Southeast Plan Terminates Frontier Markets Mgrs., Makes Commitments

The plan eliminated a nearly $300 million frontier markets equity portfolio and made commitments of more than $2.1 billion in the fourth quarter.

02.01.21