Domestic Equity

Small-Cap
Calif. Pension Consolidates U.S. Small-Cap Exposure

The West Coast retirement system consolidated to one manager from two at today’s board meeting.

01.24.24
Small-Cap
Midwest DC Plan Lines Up U.S., Int’l Small-Cap Searches

The plan is preparing searches for international and U.S. small-cap equity managers for this year.

01.24.24
Mid-Cap
Rocky Mountain 457 Plan Hires Mid-Cap Growth Manager

The plan replaced its domestic mid-cap growth equity manager due to underperformance.

01.10.24
Small-Cap
Northeast Pension Concludes SCV Search

The plan went with the incumbent manager in its domestic small-cap value equity search.

01.09.24
Small-Cap
New England Pension Splits Small-Cap Value Mandate

The retirement system concluded its domestic small-cap value equity search by selecting two managers.

01.05.24
MRI/Social Investments
Rocky Mountain DC Plans Hire Sustainable Equity Manager

The plans added a sustainable equity manager to their lineup in October after initially receiving an ESG/socially responsible product analysis search book in April.

01.05.24
Domestic Equity
Northeast Pension Terminates U.S. Equity Manager; Discloses Commitments

The pension plan liquidated its approximately $210 million domestic small- to mid-cap growth equity and made commitments totaling $120.5 million in November.

01.04.24
Asset Study/Review
Michigan Pension Revamps Asset Allocation

The asset allocation changes resulted in several manager hires and terminations at the retirement system’s November meeting.

01.04.24
Small-Cap
Boutique Investment Mgmt. Co-Founder Passes Away

The co-founder of a small-cap growth specialist firm died last month due to complications from a previous illness.

01.04.24
Insights
Nonprofit News Special Report 2024: Traditional Investments Outlook

2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios entering 2024.

01.04.24