Small-Cap

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.

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

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

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