Small-Cap

Non-U.S. & Global Equity

Virginia Plan Approves Mandates

Plan invested with two international equity managers and a direct lending manager yesterday.

05.12.22

Small-Cap

Mid-Atlantic Plan Adds U.S. Small-Cap Target

Plan’s new asset allocation policy will introduce a 10% target to domestic small-cap equity.

05.11.22

Non-U.S. & Global Equity

Calif. City 457 Eliminates Int’l Small-Cap Portfolio

Plan reallocated its $2.7 million international small- to mid-cap growth equity investment to an existing MSCI ACWI ex-U.S. Index fund.

05.04.22

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

1...23 242526 27...278