Equity

Passive Equity
Calif. Plan Posts Public Markets Passive Mgmt. RFP For OPEB Trust

The plan expects to conclude the search process in the third quarter.

02.27.23
ESG
Investment Manager Starts New ESG Screen

An investment management firm has launched a new ESG-related screen for its funds.

02.23.23
Non-U.S. & Global Equity
Midwest Plan Hires Int’l Growth Equity Mgr.; Bolsters PE Portfolio

The plan hired an international growth equity manager and committed to two existing private equity managers last month.

02.17.23
Surveys/Studies
Active Equity Strategies Necessary For Long Recession Ahead: Survey

Stubborn levels of inflation and other factors like changing dynamics of geopolitics and global trade will make actively managed equities essential to navigating the market environment, according to a new survey.

02.16.23
Large-Cap
Southern Fund Terminates LCG Manager

The fund approved terminating a domestic large-cap growth equity manager due to underperformance and reinvesting the proceeds with an existing passive equity manager relationship late last year.

02.14.23
Equity
New England Utility Plan Seeking Equity Managers

The search is for global ex-U.S. and passive equity managers.

02.10.23
Equity
Southern Institution Terminates Public Equity, EME, HF Investments

The institution will come back with a recommendation on how to redeploy the assets from recently terminated public equity and hedge fund managers at a future meeting.

02.09.23
Passive Equity
Calif. Plan Slates Public Markets Passive Mgmt. RFP For OPEB

The plan expects to issue the RFP later this month and make a selection in the third quarter.

02.08.23
Equity
Western University Increases Maximum Equity Allocations

The university adjusted its investment policy to allow for increases to its equity portfolio following a recommendation from its investment advisor to diversify and enhance portfolio returns.

02.01.23
Consultant/OCIO/Discretionary
New England Plan Eyes New Public Markets Consultant

The board will consider hiring a new public markets consultant later this month.

01.31.23