Equity

International / Global / Emerging Markets
Northeast Pension Seeks Global Equity, MSCI EAFE Index Managers

The searches stem from a new asset allocation and international equity structure review approved in February.

04.01.24
Small-Cap
New England Pension Issues Small-Cap, Index Provider RFPs

The plan is seeking managers to handle a total of $135 million.

04.01.24
Passive Equity
Rocky Mountain Program Approves Passive Equity Search

The search is being conducted to diversify the program’s investment lineup.

03.28.24
Asset Study/Review
Northeast Pension To Liquidate Long-Only Traditional Managers

The plan will move the assets with the state investment trust.

03.26.24
Non-U.S. & Global Equity
New England Pension Terminates Int’l Equity Mgr.

The retirement fund also adopted a new asset allocation to take advantage of higher interest rates.

03.21.24
International / Global / Emerging Markets
Southern Fund Terminates Int’l, Emerging Markets Equity Manager

The fund has decided to terminate its contracts with an international equity and emerging markets equity manager that handles approximately $8.5 billion to comply with state law barring it from investing in financial companies that boycott energy companies.

03.21.24
130/30
West Coast Pension Hires Global Alpha Extension Manager

The plan has hired its fourth global unconstrained equity manager.

03.20.24
Domestic Equity
Midwest Health System Sheds U.S. Large-Cap, Emerging Markets Equity Strategies

The healthcare system redeemed domestic large-cap equity and emerging markets equity allocations and reallocated the proceeds with existing equity managers in its portfolio at the recommendation of its general investment consultant in the first quarter.

03.20.24
Emerging/Diverse Managers
New England Foundation Seeks Diverse Managers, Local Investments

The foundation is looking to add diverse-owned managers, of which currently has four, to its portfolio along with regionally focused investments.

03.20.24
Equity
Northeast Pension Adds Defensive Equity Allocation

The plan invested $4.3 million with a new manager in the asset class in the fourth quarter.

03.15.24