Equity

Asset Study/Review
Midwest Police Plan Restructures Global Equity Portfolio

A Midwestern police pension plan made several changes to its global equity portfolio that included manager consolidations and replacements.

11.09.20
Emerging/Diverse Managers
Midwest Plan To Consider Emerging Manager-of-Managers

A Midwest plan will consider hiring an emerging manager-of-managers to increase its emerging manager utilization goal.

11.05.20
Asset Study/Review
Southern Foundation Reviewing Equity Managers As Part Of Allocation Shift

A foundation affiliated with a university in a Southern state is reviewing its equity manager roster as it looks to shift its public equity portfolio toward domestic assets and away from international developed and emerging markets.

11.05.20
MRI/Social Investments
New England Foundation Establishes ESG Portfolio

A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.

11.05.20
Equity
Southern University System Adds Public And Private Equity Managers

A university system in the South approved terminating a domestic equity manager and adding domestic and global equity investments and private equity commitments at its investment committee meeting this week.

11.05.20
Searches And Hires
West Coast Plan Launches Global Equity Search

A West Coast plan has begun a search for global equity managers, which may result in the award of multiple contracts.

10.30.20
International / Global / Emerging Markets
Mid-Atlantic Plan Selects Emerging Markets Equity Mgr.

A pension fund near our Nation’s Capital has hired a new emerging markets equity manager to replace an underperforming incumbent.

10.29.20
Domestic Equity
Midwest Plan Slates Smid-Cap Value Presentations

A Midwestern pension fund will hear domestic small- to mid-cap value equity finalist presentations as part of an ongoing search process.

10.29.20
International / Global / Emerging Markets
Northeast Plan Makes Global Low Volatility Mgr. Hire

A Northeastern pension plan hired a global low volatility manager this month following interviews with two firms.

10.29.20
Asset Study/Review
Southern State Plan Moves Portfolio Away From RE, EME

A Southern state plan is reducing its exposures to real estate and emerging markets equity to reduce volatility, while increasing the exposures to developed international and U.S. equity to add capital stability.

10.29.20