Domestic Equity

Daily Feed
Texas Plan Replaces Small-Cap Core Mandate

The plan approved a consultant recommendation to swap out its domestic small-cap core equity mandate due to a change in the firm’s investment process.

08.09.22
Non-U.S. & Global Equity
Calif. County Mulls EME Manager Termination

The plan will receive replacement options at its Sept. 7 board meeting.

08.04.22
Mid-Cap
Texas Plan Eyes Mid-Cap Searches

Plan intends to complete domestic mid-cap value and growth equity searches by the first quarter.

07.29.22
Non-U.S. & Global Equity
Florida Plan Eyes Int’l Growth Equity, Short Duration Bond Mgr. Searches

The plan also slated domestic small-cap growth equity manager finalist interviews for its September meeting.

07.26.22
Mid-Cap
West Coast 457 Makes Mid-Cap Hire

The board hired a new domestic mid-cap growth equity manager following finalist interviews held last week.

07.25.22
Domestic Equity
Texas Plan Terminates Active Large-Cap Mgr.

Termination shifts large-cap growth assets to a passive allocation in anticipation of investing in mid-cap equities for the first time.

07.22.22
Equity
Midwest State Plan Shakes Up Public Equity Portfolio

The board terminated three managers to “harmonize” the equity portfolios between its plans.

07.20.22
Domestic Equity
Southern City Plan To Interview Smid-Cap Growth Mgrs.

The plan is looking for potential replacement managers due to asset outflows and personnel turnover at its incumbent.

07.15.22
Mid-Cap
Firm Launches Mid-Cap Equity Fund

Fund will invest in a select portfolio of 20 to 40 primarily mid-cap companies.

07.07.22
Asset Study/Review
Southern Plan Adds New A/A Targets, U.S. Mid-Cap Value Equity Mgr.

Plan introduced private credit and private infrastructure target allocations and hired a domestic mid-cap value equity manager to replace its existing mandate with Wellington Management Company this week.

06.30.22