Equity

Equity
Midwest Plan Shakes Up Equity, Fixed-Income Portfolios

A Midwestern plan made several changes to its equity and fixed-income portfolios as part of its transition to a new long-term asset allocation policy.

02.05.21
Searches And Hires
New England Community Foundation Adds Equity, HF Investments

A community foundation in New England added global public equity and hedge fund investments to its portfolio last year.

02.04.21
Domestic Equity
Rocky Mountain Plan Terminates Smid-Cap Core Mgr.

A Rocky Mountain pension plan terminated its domestic small- to mid-cap core equity manager due to underperformance and personnel turnover. 

02.03.21
International / Global / Emerging Markets
Southeast Plan Terminates Frontier Markets Mgrs., Makes Commitments

The plan eliminated a nearly $300 million frontier markets equity portfolio and made commitments of more than $2.1 billion in the fourth quarter.

02.01.21
Domestic Equity
Rocky Mountain Plan Terminates Smid-Cap Core Mgr.

A Rocky Mountain pension plan terminated its domestic small- to mid-cap core equity manager due to underperformance and personnel turnover.

01.28.21
Non-U.S. & Global Equity
Midwest Plan Conducting Int’l Small-Cap Mgr. Search; Approves Pacing Plans

A Midwestern pension plan is expected to hire an international small-cap equity manager following a structure review of the asset class.

01.27.21
Asset Study/Review
New England University Updates Fixed-Income, Real Assets, Int’l Equity Portfolios

A university in New England made changes to its global fixed-income, real assets and international equity portfolios within its endowment in July and October.

01.21.21
International / Global / Emerging Markets
Southwest Plan Approves Global Equity Structure, Passive Mgr. Hire

A Southwestern pension plan approved a new global equity structure and a hired a manager to fill a new passive component at today’s meeting.

01.14.21
Daily Feed
Northeast Plan Seeking Int’l Growth Equity Manager

The plan is looking to invest approximately $14 million with an international developed markets growth equity manager.

01.14.21
Emerging/Diverse Managers
Impact-Driven Minority-Owned Investment Platform Launches

A new impact-driven minority-owned investment platform has launched with the help of a financial services company, a family office and a mission-aligned investment firm.

01.14.21