Domestic Equity

Searches And Hires
Southern University Swaps U.S. Equity Mgrs.; Adds Private Real Assets, Diversifying Strategy Investments

The university swapped domestic equity managers within its endowment and liquidity pool while also adding real assets and diversifying strategy investments at a recent investment committee meeting.

02.12.25
Passive Equity
Northeast Plan Seeking Passive Large-Cap Growth Mgr.

The plan’s sole active large-cap growth equity manager has underperformed its benchmark.

02.11.25
Small-Cap
Mid-Atlantic Pension Places SCV Mgr. On Watch

The retirement plan also terminated a core-plus fixed-income manager.

02.06.25
Trends
U.S. Stock Market Concentration Sparks Return To Active Large-Cap Core Investing

Historic market concentration within the Standard & Poor’s 500 Index has led to a resurgence in active domestic large-cap core equity investing among institutional investors.

02.05.25
Large-Cap
Pa. County Pension Mulls LCG Mgr. Termination

The retirement system was slated to terminate a U.S. large-cap growth equity manager last month.

01.29.25
Small-Cap
New England Pension Issues Small-Cap Value RFP

The retirement system last conducted a similar search in 2018.

01.28.25
Small-Cap
Great Lakes Pension To Seek U.S. Small-Cap Mgr.

The retirement system terminated a domestic small-cap growth equity manager last month for performance reasons.

01.24.25
Surveys/Studies
U.S. Equity Exposure Again Drives Smaller Endowment Outperformance: Consultant

Performance of the largest endowments generally trailed that of their smaller counterparts for the second year in a row due to a lack of exposure to the U.S. equity markets and large technology companies, according to new research from an investment consultant.

01.23.25
Domestic Equity
Midwest State Plan Shakes Up Domestic Equity Portfolio

The board has hired two domestic equity managers to replace existing managers across its three investment plans.

01.22.25
Fixed-Income
Louisiana Pension Hires Managers

The retirement board wrapped up domestic equity, non-U.S. equity and fixed-income searches at its board meeting this week.

01.16.25