Small-Cap

Credit/Private Debt

New England Plan Issues Private Debt RFP

The search follows approval of a new asset allocation that includes a maiden 5% target to private debt.

04.29.22

Non-U.S. & Global Equity

Southwest Plan Hires Global Equity Manager

The plan concluded a global equity search conducted in the fourth quarter.

04.28.22

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

International / Global / Emerging Markets

New England Plan Slates Emerging Markets Equity Search

The plan does not currently have a dedicated manager for emerging markets equity.

04.04.22

Small-Cap

Mid-Atlantic County Swaps Small-Cap Managers

Plan switched domestic small-cap value equity managers in the first quarter.

04.04.22

Non-U.S. & Global Equity

Midwest Plan Hires Int’l Small-Cap Mgrs.

Plan added a pair of managers to split a total of 5% to international small-cap equity.

03.24.22

Small-Cap

Midwest 529 Adds Multi-Asset, Small-Cap Equity Strategies

Plan added a multi-asset strategy because of its long-term track record and two small-cap equity strategies to replace existing funds due to outperformance prospects.

03.24.22

Small-Cap

Midwest Plan Adds SCV Manager To Watch List

Domestic small-cap value equity manager was added to watch due to recent changes to the management structure of the strategy.

03.24.22

Credit/Private Debt

Michigan Plan Slates Direct Lending Interviews

Plan will schedule interviews with three direct lending managers after hearing a search report review this week.

03.18.22

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.