Equity

International / Global / Emerging Markets
New England Pension To Begin Int’l Equity Manager Search

The search is being conducted to comply with standard state procurement laws.

05.29.24
Small-Cap
Mid-Atlantic City Tap Int’l Small-Cap Value Mgrs.

The plan selected two international small-cap value equity managers to conclude its search for a firm in the fourth quarter due to underperformance from the incumbent.

05.21.24
Equity
Mid-Atlantic Plan Hires Two Equity Managers

The plan’s outsourced cio hired global large-cap growth equity and Russell 2000 Index fund managers in the first quarter.

05.21.24
Mid-Cap
New England Pension Issues Mid-Cap Core RFP

The search is required by state statute and the incumbent mid-cap core manager is Davenport Asset Management.

05.16.24
ESG
New England University Weighs Global Equity Allocations To Reduce Fossil Fuel Exposure

The university will consider adding global equity strategies with two firms within its portfolio to eliminate fossil fuel exposures within the portfolio’s equity allocations.

05.16.24
International / Global / Emerging Markets
West Coast Pension To Restart Global Unconstrained Equity Search

The retirement system could not come to an agreement with its previously hired manager.

05.15.24
Non-U.S. & Global Equity
Calif. Pension Approves Non-U.S. Equity Mgr. Hires, New PE Portfolio Structure

The pension plan hired five non-U.S. equity managers and approved a new private equity portfolio structure last week.

05.13.24
Searches And Hires
Southern Fund Adds Firms As Part Of Buildout To New A/A

The fund has added fixed-income, bank loan, international equity and private equity investments to its endowment in recent months as it builds toward a new strategic asset allocation adopted in the first quarter.

05.09.24
Equity
Global Manager Converts Mutual Funds To ETFs

The firm has converted two of its mutual funds into actively managed exchange-traded funds to bolstering its ETF platform.

05.09.24
International / Global / Emerging Markets
Southern Fund Seeking Int’l Small-Cap Mgr. Following Adoption Of New Int’l Equity Structure

The fund is seeking a new international small-cap equity manager after approving a new international equity structure at its board meeting in the first quarter.

05.08.24