Inflation Protection
Plan approved two new fixed-income investments as part of an overall portfolio transition.
Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.
A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.
A Windy City pension plan funded a new domestic small-cap core equity investment last quarter.
A Mid-Atlantic pension plan approved a new dedicated allocation to the Term Asset-Backed Securities Loan Facility program and two investments to fill it at yesterday’s board meeting.
A Great Lakes pension plan has been scheduled to review a short-duration high-yield fixed-income manager search at an investment committee meeting scheduled for next week.
A Mid-Atlantic pension plan appears to have a hired a firm as a result of its search for discretionary private markets consulting services.
A Southern-based plan will consider searches for domestic core fixed-income, inflation protected securities and non-U.S. equity passive index services over the course of the next year.
A West Coast plan has approved a new core bonds allocation this week.
Nonprofits should focus on the purpose various alternative asset classes serve in their portfolio across market cycles as the unprecedented bull market continues into 2020, industry experts say.
