Domestic Equity

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
Large-Cap
Northeast Plan Sticking With PineBridge

Plan is keeping its domestic large-cap core manager following an RFP issued last year due to the firm’s performance.

04.07.22
Surveys/Studies
Investors Uneasy About Global Economy, Expect Subpar Returns From U.S. Stock Market: Survey

Most institutional investors expect subpar returns from the U.S. stock market this year amid inflation and concerns regarding the ongoing Russia-Ukraine war, according to a recent survey.

04.07.22
Large-Cap
New England Plan Issues Large-Cap, Index Provider RFPs

The searches are issued due to standard state procurement laws.

04.05.22
International / Global / Emerging Markets
New England Plan Slates Emerging Markets Equity Search

The plan does not currently have a dedicated manager for emerging markets equity.

04.04.22
Small-Cap
Mid-Atlantic County Swaps Small-Cap Managers

Plan switched domestic small-cap value equity managers in the first quarter.

04.04.22
Private Equity
Southern University System Adds PE Commitment, Public Equity Mgrs.

A university system in the South added a private equity commitment within its endowment alongside some changes to its public equity portfolio to achieve a more balanced and global approach at its investment committee meeting this week.

03.30.22