Equity

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
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