Large-Cap

Real Assets
Midwest Plan Makes Real Assets Commitments, Long Volatility/Tail Risk Hires

The plan also made several adjustments to its traditional growth portfolio at its meeting last week.

04.27.22
Trends
Value Investors Can Focus On More Than Small-Cap Stocks: Alpha Architect

Investors favoring value investing do not need to only focus on small-cap stocks to access the value premium via long-only portfolios, new academic research finds.

04.25.22
Searches And Hires
Midwest Plan To Launch Int’l Equity, REIT Mgr. Searches

The searches will go live on May 2.

04.25.22
Large-Cap
Northeast Plan Sticking With PineBridge

Plan is keeping its domestic large-cap core manager following an RFP issued last year due to the firm’s performance.

04.07.22
Large-Cap
New England Plan Issues Large-Cap, Index Provider RFPs

The searches are issued due to standard state procurement laws.

04.05.22
Large-Cap
Virginia Plan Axes Large-Cap Growth Mgr.

Manager has been on watch since September due to underperformance.

03.24.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Passive Equity
Rocky Mountain Plan Shakes Up Equity Portfolio

The plan moved three of its index funds with Vanguard Group to index funds with Fidelity Investments.

03.07.22
Large-Cap
Massachusetts Plan Retains LCG Manager         

Plan rehired its incumbent domestic large-cap growth equity manager following a search conducted by its consultant.

02.25.22
Large-Cap
Mass. Plan To Conduct Large-Cap Value, Growth Searches

The plan will issue RFPs this year to comply with standard state procurement laws.

02.24.22