Equity

Equity
Northern 529 Plan Adds Equity Funds

A 529 plan in a Northern State has added a large-cap core equity strategy and an emerging markets equity strategy to its lineup of underlying fund options.

01.14.21
MRI/Social Investments
Midwest Foundation Invests In Firm To Help Launch Impact Fund

A foundation based in the Midwest has invested in a firm to help it launch a social impact fund focused on the region.

01.13.21
Domestic Equity
Southern Plan To Consolidate Passive U.S. Equity Positions

A Southern pension plan will consider a recommendation to consolidate portions of its passive domestic equity portfolio at its board meeting in March.

01.07.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Asset Study/Review
Midwest Plan Adjusts Fund Manager Roster

A plan based in the Midwest has adjusted its investment manager lineup.

01.07.21
International / Global / Emerging Markets
East Coast Plan Taps New EME, Fixed-Income Mgrs.

An East Coast plan hired a new emerging markets equity manager as well as a passive fixed-income manager in August.

01.05.21
International / Global / Emerging Markets
Midwest Fire Plan Conducting EME Manager Search

A Midwestern fire pension plan is conducting a replacement emerging markets equity manager search.

01.05.21
Master Limited Partnership
Illinois Hoses Plan Axes MLP Manager

Plan terminated the investment in the third quarter and moved the assets to a long/short equity strategy.

12.24.20
International / Global / Emerging Markets
Texas Plan Adds To China-Focused Equity Fund

Plan added an additional $25 million commitment to a China-focused equity fund last month.

12.23.20
Searches And Hires
Wilshire Public Client To Issue 3 Investment Manager RFPs

The plan will issue RFPs for domestic equity, international equity and global infrastructure managers in the second quarter.

12.22.20