Equity

Searches And Hires
Great Lakes Plan To Conduct U.S. Small-Cap Search

The plan’s general investment consultant will conduct a search for a domestic small-cap equity manager to complement its small-cap value manager.

05.10.21
International / Global / Emerging Markets
West Coast Plan Adds Three to Watch List

The plan added one firm on watch for underperformance and two more for organizational concerns.

05.07.21
International / Global / Emerging Markets
New England Plan Relaunches Emerging Markets Equity Search

The plan is reissuing its emerging markets equity RFP due to confusion over the winner’s rating and track record.

05.05.21
People Moves
Aegon Adds Investment Manager

She provides investment ideas for several of the firm’s global equity strategies.

05.04.21
Equity
Southeast Plan Makes Equity Manager Changes, Discloses Commitments

The plan hired three international small-cap equity managers and moved from a domestic large-cap value manager to a large-cap core strategy in the first quarter.

05.03.21
Private Equity
New England Plan Approves PE RFP; To Relaunch EME Search

The plan will conduct searches for private equity and emerging markets equity managers.

04.29.21
ESG
Great Plains Institution Added ESG-Provision To Investment Policy

A university based in the Great Plains region approved a new provision in its investment policy to allow the consideration of ESG factors when investing its endowment holdings.

04.29.21
ESG
Northern 529 Plan Adds Social Impact Equity Option

A plan based in a Northern state is offering a new fund option to participants.

04.29.21
International / Global / Emerging Markets
Northeast Plan To Relaunch Emerging Markets Search, Issue Fixed-Income RFP

The plan will relaunch an emerging markets equity search tomorrow and begin a domestic core fixed-income search next month.

04.28.21
Equity
Northeast Plan Adds Covered Calls, Micro-Cap Equity Allocations

The plan established new allocations to covered calls and domestic micro-cap equity within its overall equity portfolio at a meeting today.

04.28.21