Domestic Equity

Announcements
Private, Community Foundations Produce Best Returns Since 2009: Study

Private and community foundations posted their best returns of the decade in 2019, a year in which “just about everything worked,” according to a new study.

10.01.20
Consultant/OCIO/Discretionary
Western Foundation Exits Small-Cap Growth Investment

A foundation based in the West liquidated an investment with a domestic small-cap equity manager in advance of the firm’s closure.

10.01.20
Equity
Midwest Foundation Shuffles Active Equity Managers

A foundation based in the Midwest has replaced several of its active equity managers in anticipation of market volatility.

10.01.20
Asset Study/Review
Midwest Plan Approves New Asset Allocation Policy

A Midwestern plan approved a new asset allocation policy at its investment committee/board meeting today that will help maintain its long-term expected returns.

09.30.20
Equity
Southern Plan Hires U.S. Small-Cap, Int’l Equity Mgrs.

A pension fund in the South made hires to replace a previously terminated U.S. small-cap equity manager and to complement its existing non-U.S. equity lineup.

09.30.20
Domestic Equity
Great Lakes Plan Concludes Large-Cap Manager Searches

A Great Lakes pension plan approved investments with two domestic large-cap value and three large-cap growth equity managers in recent weeks.

09.29.20
Small-Cap
Tri-State Area Union Launches Small-Cap Equity Search

A union plan in the tri-state area has launched an RFP seeking a small-cap equity manager to handle approximately $11 million.

09.29.20
Large-Cap
Florida Police Plan Conducting Large-Cap Growth Search

A Florida pension fund is searching for an active domestic large-cap growth equity manager to complement its incumbent.

09.28.20
Large-Cap
Texas Fire Plan Hires New Large-Cap Value Mgr.

A Texas fire pension fund made a change in domestic large-cap value equity managers last week.

09.28.20
Passive Equity
Southern Plan Terminates INTECH

A pension fund in the South has terminated a manager and will now go exclusively passive for domestic large-cap equity.

09.25.20