Equity

MRI/Social Investments
Rocky Mountain 457 Plan Terminates Sustainable Equity Mgr.

A deferred compensation plan in the Rocky Mountain region terminated its sustainable equity manager, which had been on watch due to underperformance.

04.28.21
Asset Study/Review
Calif. Plan Approves Real Estate Search

A California plan agreed to initiate a real estate search following approval of a new asset allocation policy yesterday.

04.28.21
Non-U.S. & Global Equity
New England Plan Discusses Non-U.S., Global Equity Changes

The plan may look to add international value equity, international small-cap core equity and global value equity managers as part of a public markets portfolio structure review.

04.26.21
Real Estate
Great Lakes Plan Adds Opportunistic RE Commitment

Plan approved an opportunistic commitment to an existing manager pending a review by its investment consultant.

04.22.21
ESG
Midwest College Incorporates ESG Factors Into Investment Process, Adds ESG Manager

A college in the Midwest has begun incorporating ESG considerations into its investment policy and hired an investment manager with a strategy built around ESG factors.

04.22.21
Mid-Cap
Midwest University Governing Board Adds Mid-Cap Fund To Retirement Plan Lineup

The governing board of a Midwest university system replaced one fund for another in its retirement plans investment lineup.

04.21.21
People Moves
Walker & Dunlop Adds MD

He will lead investment transaction execution for the firm’s equity and debt investment vehicles.

04.21.21
International / Global / Emerging Markets
Mid-Atlantic Plan Makes Non-U.S. Equity Changes

The plan made changes to its non-U.S. equity portfolio from a search initiated in November.

04.20.21
Small-Cap
New England Plan Terminates Small-Cap Core Manager

The plan opted to shift its domestic small-cap equity portfolio to a passive strategy.

04.19.21
Non-U.S. & Global Equity
Northwest State Plan Hires Global Equity Mgrs.; Adds Private Commitments

A Northwestern state fund hired three global active equity managers and added two private markets commitments at its board meeting today.

04.15.21