Equity

Equity
West Coast Trust To Consider Active Management

The trust fund will consider active management for U.S. small-cap and international developed markets equities.

03.29.22
International / Global / Emerging Markets
New England Plan Issues Non-U.S. Equity RFPs

Plan is searching for emerging markets and international equity managers.

03.24.22
Asset Study/Review
New England Institution Considering A/A Changes; Adds Global, Int’l Equity Mgrs.

The institution will consider increasing its target to private equity through the reduction of its allocation to hedge funds as it looks to increase its return.

03.24.22
Small-Cap
Midwest 529 Adds Multi-Asset, Small-Cap Equity Strategies

Plan added a multi-asset strategy because of its long-term track record and two small-cap equity strategies to replace existing funds due to outperformance prospects.

03.24.22
Small-Cap
Midwest Plan Adds SCV Manager To Watch List

Domestic small-cap value equity manager was added to watch due to recent changes to the management structure of the strategy.

03.24.22
Equity
Government Plan Issues Int’l Equity Manager RFP

The plan is seeking a manager to handle $95 million in developed markets equities.

03.14.22
People Moves
Robeco Hires Quant Research Director

He will supervise research efforts to enhance the firm’s quantitative equity strategies.

03.10.22
International / Global / Emerging Markets
New England University Adds New International Equity Mgrs.; Rehires Record Keeper

A university in New England has added new international equity managers following an asset allocation study.

03.10.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Passive Equity
Rocky Mountain Plan Shakes Up Equity Portfolio

The plan moved three of its index funds with Vanguard Group to index funds with Fidelity Investments.

03.07.22