All-Cap

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
Domestic Equity
Mid-Atlantic Plan Searching For Active Equity Mgrs.

Mid-Atlantic Plan Seeking Active Equity Managers

09.24.21
Equity
New England Plan Issues All-Cap, Equity Index RFPs

The plan is searching for active all-cap growth managers and passive equity managers.

09.20.21
GTAA
Prince William County P&F Taps GTAA Mgr.

The plan hired a global tactical asset allocation manager at its May meeting.

09.10.21
International / Global / Emerging Markets
Mass. Plan Rehires Emerging Markets Equity Mgr.

The plan rehired its original selection after reissuing an emerging markets equity RFP.

08.27.21
Real Estate
Windy City Plan Re-Ups With MWBE Real Estate Firm

Plan added a $40 million commitment to an existing minority- and women-owned investment firm and made several changes to its watch list this week.

03.19.21
Emerging/Diverse Managers
Southern Plan Makes Local/Minority Manager Hire

The plan will invest in a newly formed local and minority-owned asset manager.

03.09.21
All-Cap
Midwest 529 Plan Adds ESG Equity Fund Option

A 529 plan based in the Midwest has added a socially responsible domestic all-cap equity fund as an investment option.

03.04.21
Emerging/Diverse Managers
Southern County Plan Consider Local/Minority Investment

The investment will be with a newly formed local and minority-owned manager.

03.01.21
Domestic Equity
Southern City Adopts New Domestic Equity Structure

The new structure results in three manager terminations.

01.21.21