Domestic Equity

Asset Study/Review
Southern Trust Fund Adds Three Firms To Watchlist

A Southern trust fund has added domestic equity, real estate and fixed-income managers to its watchlist in recent months.

06.25.20
Daily Feed
Southern 529 Plan Wraps Up Consultant Search; Adds Firms To Watchlist

A Southern 529 plan selected an investment consultant and added two investments to its watchlist at last month’s board meeting.

06.25.20
ESG
Midwest Religious Order Integrating Climate Change Mitigation Into Investments

A Midwestern religious order is excluding energy-related holdings from its domestic equity investments and applying a “low carbon tilt” to its overall portfolio.

06.25.20
Equity
New England Plan Mulling Equity Mgr. Termination, Replacement Search

A New England pension plan will consider termination of two equity mandates at a future meeting.

06.24.20
Domestic Equity
Southwest Plan Terminates Four Domestic Equity Managers

A southwest state investment pool terminated four domestic equity managers at its meeting today.

06.23.20
Searches And Hires
Southwest Plan Makes Large-Cap Value Hire

A southwest pension fund has concluded its large-value manager search.

06.22.20
Alternatives
Midwest Plan Discloses New Alternatives Commitments

A Midwestern pension plan disclosed new alternative investment commitments at a board meeting Friday.

06.22.20
Large-Cap
Mid-Atlantic Plan Axes Active Large-Cap Exposure

A Mid-Atlantic pension fund eliminated its active domestic large-cap equity exposure this week.

06.18.20
Domestic Equity
Florida Plan Approves New Public Market Portfolio Structure

A Florida pension plan has approved a new public market portfolio structure that will see the elimination of five existing active managers as part of changes aimed at reducing duplication and increasing liquidity and reduce fees.

06.17.20
Small-Cap
Great Lakes Plan Reviewing Small-Cap Core Replacement

A Great Lakes-based pension plan is reviewing a domestic small-cap core equity manager to replace a firm terminated this week.

06.17.20