Non-U.S. & Global Equity

Equity
Southern University Adjusts Asset Targets

A university based in a Southern state has adjusted its equity targets.

12.17.20
Searches And Hires
Western 529 Adds Firms To Watch; Slates Program Manager RFP

A Western-based 529 plan added three strategies to its watchlist at its board meeting due to underperformance.

12.17.20
Emerging/Diverse Managers
Southern Plan Makes Emerging MoM Hires

The plan opted to hire one firm to manage a domestic small-cap allocation and another for international small-cap.

12.16.20
Alternatives
Northeast Plan Discloses Investments

Plan funded a new international equity manager and added alternatives commitments in October.

12.15.20
International / Global / Emerging Markets
Great Lakes Plan Adds 5 Managers To Watch

Plan added five value-biased managers to its watchlist for performance reasons and removed an international equity firm based on improved performance.

12.14.20
Small-Cap
Texas Plan To Seek U.S., Int’l Small-Cap Mgrs.

Plan will conduct a search for small-cap managers in 2021 to provide a more comprehensive allocation to the space within its global equity portfolio.

12.11.20
Non-U.S. & Global Equity
Great Lakes Plan Hires International Value Mgr.

A Great Lakes plan hired a new international value equity manager to replace a firm on watch this week.

12.10.20
Asset Study/Review
Midwest 529 Plan Moves Toward Foreign Stocks And Bonds

A 529 plan based in the Midwest has adjusted its asset allocations.

12.10.20
Non-U.S. & Global Equity
Great Lakes Plan Slates Int’l Value Equity Interviews

A Great Lakes plan will review three international value managers to potentially replace an underperforming incumbent next week.

12.04.20
Domestic Equity
Florida City Plans Monitoring Value Manager; Select Emerging Markets Finalists

The plans’ consultant said more discussions may be necessary if the firm’s strategies don’t outperform in a market favoring value during a meeting today.

12.03.20