Equity

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
International / Global / Emerging Markets
Calif. County Names EME Finalists

Plan staff and general investment consultant Verus will conduct on-site due diligence of the four firms.

04.22.22
Alternatives
Virginia Plan Makes Credit, VC Commitments

Credit and venture capital commitments were made with three existing managers yesterday.

04.21.22
Asset Study/Review
Midwest 529 To Hear Asset/Liability Study Results Next Month

Plan will hear preliminary results of an annual asset/liability study next month and make recommendations for any changes to the portfolio in June.

04.21.22