Small-Cap

Asset Study/Review
Midwest 529 Adds U.S. Small-Cap, Core Bond Investment Options

A Midwestern college savings trust authority has adjusted the underlying fund investment options for two of its plans, adding small-cap equity, emerging markets equity, core bond and real estate options.

03.03.22
Small-Cap
Midwest Plan Begins Int’l Small-Cap Search

The plan has issued its RFP seeking international small-cap equity managers.

03.01.22
Domestic Equity
Florida Plan Discusses Smid-Cap Value Search

The plan was slated to discuss potentially replacing an existing manager as part of a review at today’s board meeting.

02.22.22
High-Yield
New England Plan Issues High-Yield Fixed-Income RFP

The plan has begun its high-yield fixed-income manager search

02.17.22
High-Yield
New England Plan Sets 2022 Manager Search Schedule

The plan will issue five RFPs this year, beginning with high-yield fixed-income this week.

02.16.22
Fixed-Income
Mass. Plan Concludes Core, TIPS Mgr. Search

The plan concluded its search for core fixed-income and TIPS managers.

02.03.22
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.

02.02.22
Domestic Equity
Calif. Plan Shakes Up U.S. Equity Portfolio

The plan terminated two small-cap equity managers as part of a newly approved domestic equity portfolio structure.

01.26.22
Small-Cap
Northeast Plan Hires 2 Small-Cap Value Managers

The plan hired two domestic small-cap value equity firms after interviewing finalists at today’s board meeting.

01.25.22
Domestic Equity
Mid-Atlantic City Plan Approves Domestic Equity Hire

The plan hired a domestic small- to mid-cap core equity manager from a search that began in September.

01.20.22