Equity

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
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