Small-Cap

Domestic Equity
Southeast Plan Moves Half Of Smid-Cap Portfolio To Passive

A Southeastern pension plan approved moving 50% of its domestic small- to mid-cap equity portfolio to passive management at a meeting today.

12.10.20
Multi-Asset/Investment Advisor
Western 529 To Consider Program Manager RFP, Watchlist Recommendations

A 529 plan based in the West will consider approving an RFP for a program manager and placing three investment strategies on watch at its board meeting today.

12.10.20
Small-Cap
West Coast Plan Makes Small-Cap Value Hire

The new firm replaces a manager terminated in August due to significant leadership change.

12.09.20
Small-Cap
Northeast State Plan To Begin U.S. Small-Cap Equity Mgr. Search

The plan is searching for small-cap firms for a domestic equity portfolio that is entirely with large-cap managers.

12.09.20
Domestic Equity
Florida City Plans Monitoring Value Manager; Select Emerging Markets Finalists

The plans’ consultant said more discussions may be necessary if the firm’s strategies don’t outperform in a market favoring value during a meeting today.

12.03.20
Domestic Equity
Southeast Plan Approves New Smid-Cap Structure

A Southeastern retirement plan approved a new domestic small- to mid-cap equity structure at a board meeting today.

12.03.20
Small-Cap
West Coast Plan To Consider Small-Cap Value Search

The potential search would look to replace an incumbent terminated at today’s board meeting.

11.24.20
Small-Cap
West Coast Health Trust Fund To Consider Domestic Small-Cap Equities

A health care trust fund on the West Coast will consider domestic small-cap equities for the first time.

11.23.20
Infrastructure
Rocky Mountain Plan Creates Maiden Infrastructure Target; Axes MLPs

A Rocky Mountain-based pension plan added a maiden target to infrastructure and eliminated its target to MLPs as part of a new strategic asset allocation policy.

11.23.20
Non-U.S. & Global Equity
Windy City Plan Narrows Int’l Small-Cap Search

A Windy City plan will interview four international small-cap equity finalists at next month’s board meeting.

11.20.20