Equity

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
People Moves
Active Equity Manager CIO Retiring

The cio of the employee-owned active equity manager will depart next year as part of a planned retirement and responsibilities will be assigned across the firm during the transition period.

03.13.24
Infrastructure
Calif. Retirement System Approves New Portfolio Structures

The pension plan approved new structures for its infrastructure, non-U.S. equity and real estate portfolios last week.

03.12.24
Non-U.S. & Global Equity
West Coast Pension Begins Global Equity Manager Search

The new manager will handle approximately $450 million.

03.11.24
Non-U.S. & Global Equity
Northwest Pension Plan Hires Non-U.S. Equity Manager

The pension plan hired an all-cap core equity manager to handle two mandates within its international equity portfolio yesterday.

03.08.24
Small-Cap
Southern Pension To Search For New Int’l Small-Cap Mgrs.

The plan’s upcoming search will not include its incumbents.

03.08.24