Domestic Equity

Trends
2020 Traditional Investments Outlook

Expectations for the equity and bond markets in 2020 continue to be cautiously optimistic after a 2019 market that left bearish investors wishing they had kicked that sentiment down the road a year or two.

While many do not expect the market to perform in 2020 quite like it did in 2019, nonprofit investors are still not expecting their real spending targets to come under heavy pressure in the near-term as they gauge the economic cycle and its ability to sustain its growth trajectory.

01.02.20
Searches And Hires
Midwestern Plan Shakes Up Manager Roster

A plan based in the Midwest has adapted its investment manager relationships.

12.24.19
Domestic Equity
Southern Trust Terminates Domestic Equity Manager, Transitions Assets

A Southern-based trust approved terminating a domestic equity manager and transitioning the assets at an investment committee meeting in the fourth quarter.

12.24.19
Small-Cap
Southern University Replaces Small-Cap Manager

A Southern University approved replacing a domestic small-cap equity manager in the third quarter.

12.24.19
Equity
Northeastern University Adds Global, Domestic Equity Mandates

A Northeastern university added a global equity manager and a domestic equity firm to its endowment last month.

12.24.19
Small-Cap
Northeast Plan Selects Small-Cap Value Replacement

A Northeastern pension plan made a hire in its replacement domestic small-cap value equity manager search.

12.24.19
Large-Cap
Midwest Plan Axes Large-Cap Value Mgr.

A Midwestern pension plan has terminated one of its active domestic large-cap value equity managers in favor of an internally managed portfolio.

12.23.19
Mid-Cap
Great Lakes Plan Eyes Active Mid-Cap Mandate

A Great Lakes-based pension plan is considering the addition of an active mid-cap equity mandate.

12.20.19
Searches And Hires
Kentucky Plan Discloses Long-Only, PE Hires

A pension fund in Kentucky has disclosed domestic and emerging markets equity hires and private equity commitments.

12.19.19
Searches And Hires
Northeast Plan Begins Large-Cap Growth Mgr. Search

A Northeastern pension plan has issued an RFP seeking domestic large-cap growth equity managers.

12.18.19