Domestic Equity

International / Global / Emerging Markets
New England Plan Approves EME, Passive Index RFPs

The plan will issue RFPs early next year for emerging markets equity and index managers.

11.17.21
Non-U.S. & Global Equity
New England Plan Issues EME RFP; Approves Credit Search

The plan does not have dedicated managers to either asset class.

11.12.21
Small-Cap
Midwest Health System Swaps Small-Cap Value Mgrs. As Part of Sustainable Investment Goals

The system approved replacing its incumbent domestic small-cap value equity manger with a new firm to better align its portfolio with its sustainable investment goals this week.

11.10.21
Asset Study/Review
Southeast Plan Approves New A/A

Plan added several new asset classes as part of asset allocation targets approved at today’s board meeting.

11.10.21
Private Equity
Southern Teachers Plan To Launch Seven Mgr. Searches

The plan will conduct seven manager searches beginning in January.

11.05.21
Asset Study/Review
Southern 529 Plan Adds SCV Manager To Watchlist

A 529 plan in the South added a domestic small-cap equity manager to its watchlist for performance concerns.

11.04.21
Domestic Equity
Rocky Mountain 457 Plan Makes Small-Cap Value Mgr. Change

A deferred compensation plan in the Rocky Mountain region terminated its domestic small-cap value equity manager this week due to underperformance.

10.27.21
Mid-Cap
Florida Plan Preps Mid-Cap Core RFP; Hires Large-Cap Growth Mgr.

The plan is conducting the domestic mid-cap core equity search due to portfolio management changes at its incumbent, while the large-cap growth hire was made following an RFP issued last year.

10.22.21
Large-Cap
Florida Police Plan Makes Large-Cap Growth Hire; May Discuss Credit

The plan hired an additional domestic large-cap growth equity manager after finalist interviews held at its board meeting today.

10.22.21
Asset Study/Review
Great Lakes Plan Adopts A/A, Manager Changes

Plan consolidated its manager roster into a smaller group of firms following approval of a new asset allocation recommended by its consultant last month.

10.22.21