Domestic Equity

Consultant/OCIO/Discretionary
Midwest University Retains Investment Consultant

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

02.24.21
Mid-Cap
Southeast Plan Eyes Mid-Cap Growth Mgr. Hire

The plan’s investment committee will recommend the hire of a domestic mid-cap growth equity manager at a meeting this week.

02.23.21
Large-Cap
Florida Plan Adds Large-Cap Growth Manager

The plan approved a $10 million investment in the manager at its board meeting today.

02.19.21
Large-Cap
Florida P&F Plan Taps New LCG Managers

The plan made selections following interviews with two firms due to underperformance from incumbent managers.

02.19.21
International / Global / Emerging Markets
Southeast Plan Slates EME Finalist Interviews

The plan selected three finalists in its shortlist search for an emerging markets equity manager at a meeting this week.

02.19.21
Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Fixed-Income
Windy City Plan Adds To Watch List

Plan added a fixed-income manager to its watch list today and has scheduled a presentation from an underperforming equity manager for next month.

02.18.21
Asset Study/Review
Midwest University Considers Allocation Changes

A university based in the Midwest is considering changes to its asset allocation targets.

02.18.21
Asset Study/Review
Florida Employees Plan Adjusts Allocation Targets; To Discuss Small-Cap Growth Manager

The plan made minor increases to equity at the expense of fixed-income at its meeting yesterday.

02.17.21
Searches And Hires
Midwest Plan Begins U.S. Mid-Cap Value Mgr. RFP

The search will fill a new target to domestic mid-cap value equity established following an asset/liability study.

02.17.21