Equity

Asset Study/Review
Southern 529 Plan Adds Investment Portfolio Options

A 529 plan in a Southern state has added two investment portfolio options.

05.05.20
Equity
Florida Terminates Equity Mgrs.; Discloses Commitments

A Florida plan terminated two equity managers and disclosed commitments in the first quarter.

05.01.20
Daily Feed
Northeast Plan Hires Large-Cap Value Manager

A pension fund in the Northeast concluded its large-cap value equity manager search.

05.01.20
Real Estate
Mississippi Bolsters Real Estate Portfolio

A Mississippi plan added a real estate commitment at its board meeting yesterday.

04.30.20
Industry News
Dedicated Long-Term Exposure To China Is Critical For Institutional Portfolios: Study

Investors should feel more comfortable allocating to China as governance standards rise.

04.30.20
MRI/Social Investments
Mid-Atlantic University Divests Endowment Of Public Fossil Fuel Investments

A Mid-Atlantic university recently divested all of its public fossil fuel investments from its endowment.

04.30.20
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