Equity

Announcements
Private, Community Foundations Produce Best Returns Since 2009: Study

Private and community foundations posted their best returns of the decade in 2019, a year in which “just about everything worked,” according to a new study.

10.01.20
Equity
Midwest Foundation Shuffles Active Equity Managers

A foundation based in the Midwest has replaced several of its active equity managers in anticipation of market volatility.

10.01.20
Asset Study/Review
Midwest Plan Approves New Asset Allocation Policy

A Midwestern plan approved a new asset allocation policy at its investment committee/board meeting today that will help maintain its long-term expected returns.

09.30.20
Equity
Southern Plan Hires U.S. Small-Cap, Int’l Equity Mgrs.

A pension fund in the South made hires to replace a previously terminated U.S. small-cap equity manager and to complement its existing non-U.S. equity lineup.

09.30.20
Multi-Asset/Investment Advisor
Midwest Plan Concludes Pension Fund Consultant, Mgmt. Search

The plan hired a single firm to handle the equity portion of its portfolio, though a decision on how the fixed-income portion will be managed remains undecided.

09.30.20
International / Global / Emerging Markets
Midwest Plan Discloses New International Equity, EMD Managers

A Midwestern pension plan replaced international equity and emerging market debt mandates with new managers, as disclosed at last week’s meeting.

09.29.20
Small-Cap
Tri-State Area Union Launches Small-Cap Equity Search

A union plan in the tri-state area has launched an RFP seeking a small-cap equity manager to handle approximately $11 million.

09.29.20
Industry News
Southern University Adds Investment Analyst

A university in the South added an investment analyst to its office of investments last month.

09.24.20
Equity
Southern System Eyes Tech-Focused Investments; Makes Manager Changes

A Southern university system is looking to add equity investments as they have helped further the growth of the stock market.

09.24.20
Asset Study/Review
Southern University Considers Allocation Changes

A university based in the South is considering changes to its asset allocation.

09.24.20