Equity

MRI/Social Investments
Rocky Mountain Plan Terminates Sustainable Equity Mgr.

The plan terminated sustainable equity manager Neuberger Berman, which had been on watch.

09.20.21
Large-Cap
Southern Plan Narrows LCG Search; Makes Private Commitments

The plan will interview three finalists for its large-cap growth search.

09.16.21
Private Equity
New England Plan Names PE FoF Finalists

The plan will look to invest in new funds offered by its incumbent managers.

09.16.21
International / Global / Emerging Markets
Texas Plan Restructures Int’l Equity Portfolio

The plan’s new international equity structure results in two manager hires.

09.16.21
Equity
Southwest Plan Divests From Company

A plan in the Southwest is divesting assets from a food-related company.

09.16.21
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, Fixed-Income Portfolios

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

09.15.21
Alternatives
Rocky Mountain Plan Terminates Reinsurance Mgr.

The plan terminated its sole reinsurance manager in May.

09.14.21
Fixed-Income
Northwest 457 Shakes Up Equity, Fixed-Income Portfolios

A Northwestern 457 deferred compensation plan terminated three investment managers to simplify its investment menu.

09.10.21
ESG
Northeast Plan Makes ESG Manager Hire

The plan approved a hire in its ESG manager search in May.

09.10.21
Credit/Private Debt
Calif. Plan To Issue Illiquid Credit Emerging Mgr. Program, Passive FI Mgr. RFPs

The plan agreed to advance RFPs for an illiquid credit emerging manager program and passive fixed-income manager.

09.09.21