Equity

GTAA
Midwest Schools Plan Axes GTAA Manager

A Midwestern pension plan terminated a global tactical asset allocation manager last month after placing the firm on watch last year.

10.07.20
International / Global / Emerging Markets
Northeast Plan To Interview 2 Global Low Volatility Mgrs.

A Northeastern pension plan will interview two global low volatility managers this week as it looks to complement its existing manager in the asset class.

10.06.20
Hedge Funds
Eastern Plan Discloses Hedge Fund & Alt. Risk Premia Commitments

An Eastern state plan disclosed several commitments as part of its initial allocation to alternative risk premia.

10.02.20
Alternatives
Western Fund Increases Targets To Global Equity, Private Investments As Part Of AA Changes

A Western fund will focus on building out its global equity allocation after increasing it alongside its private investment allocation last week.

10.01.20
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