Equity

Fixed-Income
Washington Plan May Shift Portfolio Allocations

A plan in Washington state may change its asset allocation model.

11.20.19
Equity
Northeast DC Plan To Consider 2 Mgrs. For Watch

A Northeastern deferred compensation plan will receive recommendations to place two firms on watch next week.

11.14.19
MRI/Social Investments
Prairie State College Savings Plan Adds ESG Portfolios

A college savings plan in a prairie state has added new ESG investment options.

11.06.19
MRI/Social Investments
Western Education System To Gauge Managers’ Climate Change View In Investment Process

A Western education system will reach out to external investment managers to assess whether climate-related risks and opportunities are integrated into their investment processes.

11.06.19
Equity
Ohio-Based University Adds Funds To Student-Run Portfolio

A university based in Ohio has added funds to a student-run investment portfolio.

11.06.19
Searches And Hires
Southern Health System To Conduct Int’l, U.S. Equity Mgr. Search

A Southern health system will launch a search for domestic and international equity managers following the termination of an equity manager late last month.

11.06.19
Equity
Southern Foundation Makes Portfolio Changes

A southern foundation added an international large-cap equity manager and foreign bond fund across its investment pools earlier this year.

11.06.19
Equity International / Global / Emerging Markets
Conn. Plan Eyes Non-U.S. Small-Cap Strategies

A Connecticut-based pension fund will discuss adding emerging markets small-cap and international small-cap equities to its investment portfolio in January.

11.05.19
Asset Study/Review
Southern University System Slowly Transitioning To New Target Asset Allocation

A Southern university system is slowly transitioning its endowment to a new target asset allocation approved in the second quarter.

10.30.19
Equity
Midwest Plan To Issue U.S. Small-Cap, Mid-Cap RFPs

A Midwestern pension plan will issue two RFPs for domestic small-cap and mid-cap equity managers.

10.25.19