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Equity

Equity
New York Foundation Revises Target Asset Allocation

A New York Foundation revised its target asset allocation as part of an update to its investment policy statement at the beginning of the year.

11.26.19
Small-Cap
Midwest Plan Adjusts Equity Allocation

A plan in the Midwest has adjusted its equity allocation to lower costs.

11.26.19
Equity International / Global / Emerging Markets
Northeast Plan Puts International Equity Mgr. On Watch

A Northeastern pension plan placed an international equity manager on watch this week.

11.21.19
Fixed-Income
Western State College Savings Plan Considers Fund Option Changes

A college savings plan in a Western state is considering changing its fund options.

11.20.19
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
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Editor Picks
New England University Exploring PE Secondary Sale Private Equity Manager Forms Strategic Partnership With Investment & Wealth Management Firm Northeast Hospital Promotes Two Investment Staffers
Searches And Hires
New England University Exploring PE Secondary Sale California Pension Makes Emerging Markets Equity Hire Southeast Plan Replaces Global Growth Equity Mgr.

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