Equity

Administrator/Record Keeper
Midwest Plan Retain Record Keepers; Approve New Investment Lineup

A plan based in the Midwest renewed its record keeper contracts and approved a new investment lineup at a recent meeting.

04.30.20
Asset Study/Review
New England University Revises Asset Allocation; Makes Equity Investment

A New England-based university revised the target asset allocation for its endowment last month.

04.30.20
Manager-of-Managers
Midwest Plan To Interview Emerging MoMs; Axes Large-Cap Value Mgr.

A Midwest pension plan will interview two emerging managers-of-managers next week.

04.29.20
Asset Study/Review
Calif. County Plan Slates Equity Structure Study

A California county pension plan will undergo an equity structure study later this year.

04.23.20
Daily Feed
New England Plan Seeking International Equity Managers

A county pension fund in New England has begun its international equity manager search.

04.23.20
Asset Study/Review
Southern Fund To Review A/A In Advance Of July Strategic Review

A Southern fund will review its asset allocation next month in advance of its July meeting, where a formal strategic asset allocation review will take place.

04.23.20
Equity
New England Foundation Adjusts Investment Policy

A foundation based in New England has boosted its equities targets and approved a socially responsible investing policy.

04.15.20
Asset Study/Review
West Coast Plan Eliminates Managers Amid New Global Equity Structure

A West Coast pension fund will halve the total number of firms in its global equity portfolio.

04.13.20
Small-Cap Equity Searches And Hires
Missouri Plan Seeking New Int’l Small-Cap Manager

A Missouri-based pension plan is looking to replace its current international small-cap equity manager.

04.09.20
MRI/Social Investments
Firm To Launch Global Sustainable Equity Fund

Fund for U.S. investors is expected to launch around June 22.

04.08.20