Non-U.S. & Global Equity

People Moves

She will oversee the firm’s global equity team based in London and Paris.

03.16.22

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

Non-U.S. & Global Equity

Southern University Updates A/A For Endowed, Non-Endowed Portfolios

A university in the South made changes to the target asset allocations for its endowment and non-endowed portfolios at its Feb. 24 committee meeting.

03.03.22

Administrator - Bundled

Midwest Transit Plans To Launch TPA Search; Hire Emerging Markets Mgr.

The plans expect to issue a third-party administrator RFP in the second quarter and recently decided to replace emerging markets core equity manager Lazard Asset Management.

02.28.22

Non-U.S. & Global Equity

Windy City Plan Hires Int’l Large-Cap Mgr.

The plan hired a familiar face to run an international large-cap equity mandate at today’s board meeting.

02.23.22

Asset Study/Review

New England College Updates Asset Allocation

A college in New England updated the target asset allocation for its endowment last year, increasing allocations to global equity and long/short hedge funds.

02.10.22

Real Return

Southeastern State Plan Real Return, PE Funds

The plan is looking for replacements for its dynamic asset allocation investment.

02.08.22

Asset Study/Review

Midwest Plan Tweaks A/A; To Interview Buyout FoFs

The plan reduced its exposure to international equity and will receive two buyout fund-of-funds manager presentations as part of an ongoing search.

02.04.22

Non-U.S. & Global Equity

Calif. City 457 Slates Int’l Small-Cap Search

The plan will consider replacing its international small-cap equity mandate with MFS Investment Management in May.