Equity

Alternatives
Northeast Plan Makes Commitments

Plan made commitments to eight existing managers and one new manager last month.

05.23.22
Non-U.S. & Global Equity
Calif. Plan Issues Global Equity Emerging Mgr. Program RFP

Plan expects to receive a recommendation at its Oct. 12 board of investments meeting.

05.23.22
Private Equity
Midwest Plan Discloses PE Commitment

Commitment represents a new relationship for the plan.

05.19.22
People Moves
Northeast Foundation Seeks Public Equity Analyst

Investment analyst will focus on public equity investments, including preparing research on portfolio companies and asset allocation and performing quantitative analysis, financial modeling and qualitative due diligence.

05.19.22
Equity
Southern University Adds Equity, Private Real Asset Investments

The university added domestic small-cap value equity and international value equity investments as well as a private real assets commitment this year, while redeeming from two hedge fund managers.

05.18.22
Passive Equity
Midwest DC Plan Shakes Up Passive Investment Fund Lineup

Plan’s passive investment exposure will now be with one manager.

05.17.22
Administrator/Record Keeper
Mid-Atlantic Plans Issue Record Keeper RFP; Monitor Int’l Value Mgr.

Plans expect to award a record keeper contract and discuss the potential replacement of an international value equity manager in September.

05.16.22
Asset Study/Review
Calif. Plan Tweaks Equity Targets

New public equity policy targets will help the plan better align with the global marketplace.

05.13.22
Non-U.S. & Global Equity
Virginia Plan Approves Mandates

Plan invested with two international equity managers and a direct lending manager yesterday.

05.12.22
Non-U.S. & Global Equity
Calif. City 457 Eliminates Int’l Small-Cap Portfolio

Plan reallocated its $2.7 million international small- to mid-cap growth equity investment to an existing MSCI ACWI ex-U.S. Index fund.

05.04.22