Equity

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
International / Global / Emerging Markets
Southern Plan Nabs Axiom For Emerging Markets Equity

Axiom will manage a $100 million emerging markets equity portfolio for the plan.

05.03.22
Searches And Hires
Midwest Plan Launches Int’l Equity, RE Mgr. Searches

Selected international large-cap growth equity manager will handle between $1 billion and $2 billion and the U.S. REIT manager will manage between $100 million and $200 million.

05.02.22
Non-U.S. & Global Equity
Southern Plan Concludes Global Value Equity Mgr. Search; Adds RE Commitment

Global value hire will replace the plan’s existing passive global core equity mandate with Northern Trust Asset Management.

04.29.22
Searches And Hires
Midwest Plan To Launch Int’l Equity, REIT Mgr. Searches

The searches will go live on May 2.

04.25.22