Equity

Non-U.S. & Global Equity
UPDATE: Northwest Plan To Conduct Int’l Equity Search; Restructures Portfolios

Plan is seeking one to three global ex-U.S. equity managers and agreed to restructure its opportunistic and alternative fixed-income portfolios this month.

06.28.22
Asset Study/Review
Midwest University Preps For A/A Study

The university is planning to conduct a strategic asset allocation study later this year after it terminated a global bond mandate and reallocated the funds to short-term bond and growth equity funds this month.

06.28.22
Daily Feed
West Coast Plan Narrows Mid-Cap Growth Search

Plan will interview three firms at a future board meeting.

06.27.22
Domestic Equity
Southern Plan Narrows Smid-Cap Search

The plan will interview two finalists in July.

06.24.22
Credit/Private Debt
Northwest Plan Approves Private Debt Search, New A/A

Plan is seeking private debt managers to each handle an up to $100 million mandate and approved new asset allocation policies last week.

06.23.22
Small-Cap
Midwest Plan Hires U.S. Small-Cap Growth Mgr.

Plan added a $50 million U.S. small-cap growth equity mandate with an existing manager relationship this month.

06.22.22
Real Assets
Midwest Plan Slates Real Assets Equity Search; Shakes Up Domestic Equity Portfolio

Plan may conduct a non-core real assets manager search in the third quarter and recently simplified its domestic equity portfolio.

06.21.22
Asset Study/Review
West Coast University Explores Addition Of Active Equity Strategies

The university is looking to add actively managed domestic and emerging markets equity strategies in order to diversify and enhance its portfolio’s returns.

06.16.22
People Moves
Outsourced CIO Appoints Two New Investment Heads

The London-based firm appointed a head of public equities and global head of sustainable investing in the last two months.

06.16.22
Non-U.S. & Global Equity
West Coast Plan Approves EME Search

The search is for managers to handle $200 million.

06.15.22