Domestic Equity

Daily Feed
Western College Savings Plan Places FI Strategy On Watch

A Western college savings plan added a fixed-income strategy to its watchlist in September due to underperformance.

11.12.20
Daily Feed
New England University Adds HF, U.S. Equity Investments

A university based in New England added hedge fund and domestic equity investments to its endowment last month.

11.12.20
Small-Cap
West Coast Plan To Discuss Significant Turnover At Small-Cap Firm

A West Coast pension fund will discuss its relationship with a small-cap value manager after the departure of three investment professionals.

11.10.20
Small-Cap
Great Lakes Plan Slates Small-Cap Value Mgr. Search

A Great Lakes pension plan has moved its domestic small-cap value equity mandate to a passive allocation while it conducts a replacement search.

11.10.20
Small-Cap
Mid-Atlantic Plan Terminates Small-Cap Core Mgr.

A mid-Atlantic county plan terminated its domestic small-cap core equity manager due to underperformance.

11.10.20
Asset Study/Review
Midwest Police Plan Restructures Global Equity Portfolio

A Midwestern police pension plan made several changes to its global equity portfolio that included manager consolidations and replacements.

11.09.20
Large-Cap
Florida Police Plan Eyes Large-Cap Growth Alternatives; Makes Small-Cap Hire

The pension fund asked its consultant to provide potential alternatives to its incumbent due to performance concerns after a third quarter performance review at its meeting yesterday.

11.06.20
Industry News
Victory Capital To Acquire THB Asset Management

The holdings company will add THB’s $435 million in equity assets to its portfolio.

11.05.20
Asset Study/Review
Southern Foundation Reviewing Equity Managers As Part Of Allocation Shift

A foundation affiliated with a university in a Southern state is reviewing its equity manager roster as it looks to shift its public equity portfolio toward domestic assets and away from international developed and emerging markets.

11.05.20
MRI/Social Investments
New England Foundation Establishes ESG Portfolio

A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.

11.05.20