Equity
A Western fund will focus on building out its global equity allocation after increasing it alongside its private investment allocation last week.
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.
A foundation based in the Midwest has replaced several of its active equity managers in anticipation of market volatility.
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.
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.
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.
A Midwestern pension plan replaced international equity and emerging market debt mandates with new managers, as disclosed at last week’s meeting.
A union plan in the tri-state area has launched an RFP seeking a small-cap equity manager to handle approximately $11 million.
A university in the South added an investment analyst to its office of investments last month.
A Southern university system is looking to add equity investments as they have helped further the growth of the stock market.
