Equity

Domestic Equity
Florida P&F Pension Adds Small-Cap Growth Manager

The pension plan hired a new domestic small-cap growth equity manager to replace its incumbent due to underperformance.

07.14.23
Equity
Texas Plan Slates Global Growth Equity Mgr. Interviews; Adopts New Equity Structure

The plan expects to hold finalist interviews in September as part of an ongoing manager search and approved changes to its equity manager target allocations yesterday.

07.14.23
Consultant/OCIO/Discretionary
West Coast University Wraps Up Climate Consultant Search; Makes RE, HF Investments

The institution selected a climate reporting consultant following a search from February and added hedge fund and real estate investments with existing managers during the first quarter.

07.12.23
Equity
Florida Police Plan Makes Smid-Cap Hire

The plan will also interview domestic large-cap growth managers next month, while the city’s Fire plan will interview emerging markets equity firms.

07.11.23
Passive Equity
Midwest 529 Plan Moving Int’l Equity Portfolio To Passive Mgmt., Adds Firm

The college savings plan approved adding a passive international equity comingled fund to its portfolio at the expense of two actively managed funds to reduce risk and lower management costs.

07.11.23
Alternatives
Private Investment Firm Closes Second Fund

The New York-based firm closed its second flexible capital fund above its fundraising target with more than $275 million in commitments.

07.06.23
Asset Study/Review
Great Plains Fund To Receive Education On New Strategy

The fund will receive an education on a potential new strategy from its general investment consultant in July as it also looks to approve a new investment policy statement and strategic asset allocation.

07.06.23
Small-Cap
Southeast Plans Watching Small-Cap Mgr.

The plans placed Wellington Management Company on watch this week due to the upcoming retirement of a partner and equity research analyst.

06.30.23
International / Global / Emerging Markets
Midwest Pension Plan Taps New Int’l Value Equity Manager

The plan hired a new international value equity manager last month to replace its incumbent.

06.30.23
Asset Study/Review
Midwest University Adjusts A/A Toward Public Equity, Private RA

The university increased its targets to public equity and private real assets to reduce portfolio complexity and take advantage of higher interest rates.

06.29.23