Domestic Equity

Small-Cap
Great Lakes Plan Taps Small-Cap Manager

New domestic small-cap core mandate will complement existing small- to mid-cap and value investments.

05.19.22
Equity
Southern University Adds Equity, Private Real Asset Investments

The university added domestic small-cap value equity and international value equity investments as well as a private real assets commitment this year, while redeeming from two hedge fund managers.

05.18.22
Passive Equity
Midwest DC Plan Shakes Up Passive Investment Fund Lineup

Plan’s passive investment exposure will now be with one manager.

05.17.22
Small-Cap
Texas Hoses Plan Retains SCV Manager

Incumbent firm beat out four other finalists presented in a search last quarter.

05.17.22
Asset Study/Review
Calif. Plan Tweaks Equity Targets

New public equity policy targets will help the plan better align with the global marketplace.

05.13.22
Small-Cap
Mid-Atlantic Plan Adds U.S. Small-Cap Target

Plan’s new asset allocation policy will introduce a 10% target to domestic small-cap equity.

05.11.22
Real Assets
Midwest Plan Makes Real Assets Commitments, Long Volatility/Tail Risk Hires

The plan also made several adjustments to its traditional growth portfolio at its meeting last week.

04.27.22
Trends
Value Investors Can Focus On More Than Small-Cap Stocks: Alpha Architect

Investors favoring value investing do not need to only focus on small-cap stocks to access the value premium via long-only portfolios, new academic research finds.

04.25.22
Asset Study/Review
Midwest 529 To Hear Asset/Liability Study Results Next Month

Plan will hear preliminary results of an annual asset/liability study next month and make recommendations for any changes to the portfolio in June.

04.21.22
Fixed-Income
Texas Plan Hires Two New Bond Mgrs.

Plan added two new fixed-income managers in a revamped global bond portfolio at this week’s meeting.

04.12.22