Equity

Domestic Equity
Calif. Plan Shakes Up U.S. Equity Portfolio

The plan terminated two small-cap equity managers as part of a newly approved domestic equity portfolio structure.

01.26.22
Industry News
Northern Trust Consolidates Quant. Team

The index equity and tax-advantaged equity teams are joining the quantitative strategies team.

01.25.22
Large-Cap
Southern Plan Delays Potential Mgr. Termination

The board will hear a presentation from the manager to address concerns raised by its consultant.

01.21.22
International / Global / Emerging Markets
West Coast Plan Concludes Non-U.S. Equity Searches

The plan hired two new managers and rehired another as the result of its non-U.S. equity searches.

01.21.22
Consultant/OCIO/Discretionary
Calif. County Hires Credit Advisor; Amends PE Pacing Plan

The plan hired Aksia following a discretionary private credit advisor RFI and amended its annual pacing plan with discretionary private equity advisor Hamilton Lane.

01.19.22
ESG
West Coast Plan To Consider ESG RFP

The plan is looking to issue an RFP for a balanced ESG-focused investment option.

01.18.22
Emerging/Diverse Managers
Calif. Plan To Launch RE Emerging Mgr. Program Advisor Search

The search will be conducted this year as part of a real estate structure review, which was approved at the meeting.

01.12.22
Equity
Government Plan To Begin U.S., Int’l Equity Searches This Quarter

The plan will issue RFPs this quarter after canceling previous search due to COVID.

01.10.22
People Moves
Great Lakes Adds Fundamental Equity Analyst

He will focus primarily on the healthcare and utilities sectors.

01.07.22
International / Global / Emerging Markets
Midwest Plan Launches Emerging Markets Equity Search

The plan is seeking a complementary manager to the incumbent small-cap strategy within its emerging markets equity portfolio.

01.06.22