Domestic Equity
A Methodist foundation in the South added domestic equity and hedge fund investments to its portfolio last year.
A Midwest-based deferred compensation plan is looking for passive equity and fixed-income managers.
A deferred compensation plan on the West Coast will consider issuing RFPs for core investment funds and a stable value fund manager.
Schwartz Investment Counsel, the investment adviser for the Ave Maria Mutual Funds, has announced several portfolio manager changes and promotions, effective Jan 1.
A New England pension plan has named finalists in its ongoing domestic large-cap value equity manager search.
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.
A plan based in the Midwest has adapted its investment manager relationships.
A Southern-based trust approved terminating a domestic equity manager and transitioning the assets at an investment committee meeting in the fourth quarter.
A Southern University approved replacing a domestic small-cap equity manager in the third quarter.
A Northeastern university added a global equity manager and a domestic equity firm to its endowment last month.