Small-Cap

New England Plan Slates U.S. Small-Cap Search

The plan will issue an RFP in the spring for domestic small-cap equity managers.

11.17.21

Industry News

Granahan IM Receives Minority Investment From Kudu

Most of the firm’s equity will continue to be held by employees.

11.16.21

Small-Cap

Midwest Health System Swaps Small-Cap Value Mgrs. As Part of Sustainable Investment Goals

The system approved replacing its incumbent domestic small-cap value equity manger with a new firm to better align its portfolio with its sustainable investment goals this week.

11.10.21

Asset Study/Review

Southeast Plan Approves New A/A

Plan added several new asset classes as part of asset allocation targets approved at today’s board meeting.

11.10.21

Asset Study/Review

Southern 529 Plan Adds SCV Manager To Watchlist

A 529 plan in the South added a domestic small-cap equity manager to its watchlist for performance concerns.

11.04.21

Alternatives

Midwest Plan Adds Commitments; Eyes VC Additions

A Midwestern plan approved five commitments at its investment committee meeting last week.

10.29.21

Domestic Equity

Rocky Mountain 457 Plan Makes Small-Cap Value Mgr. Change

A deferred compensation plan in the Rocky Mountain region terminated its domestic small-cap value equity manager this week due to underperformance.

10.27.21

International / Global / Emerging Markets

Midwest Plan To Discuss Int’l Equity Manager Concerns

The plan will discuss an existing international equity manager next month following underperformance concerns.

10.26.21

Asset Study/Review

Great Lakes Plan Adopts A/A, Manager Changes

Plan consolidated its manager roster into a smaller group of firms following approval of a new asset allocation recommended by its consultant last month.

10.22.21

Domestic Equity

Windy City Plan Terminates Active Equity Strategies

Plan terminated active large-cap value and small-cap growth strategies with a single manager this week.

10.22.21

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