Domestic Equity

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

Real Assets

Midwest Plan Makes Real Assets Commitments, Long Volatility/Tail Risk Hires

The plan also made several adjustments to its traditional growth portfolio at its meeting last week.

04.27.22

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

Asset Study/Review

Midwest 529 To Hear Asset/Liability Study Results Next Month

Plan will hear preliminary results of an annual asset/liability study next month and make recommendations for any changes to the portfolio in June.

04.21.22

Fixed-Income

Texas Plan Hires Two New Bond Mgrs.

Plan added two new fixed-income managers in a revamped global bond portfolio at this week’s meeting.

04.12.22

Large-Cap

Northeast Plan Sticking With PineBridge

Plan is keeping its domestic large-cap core manager following an RFP issued last year due to the firm’s performance.

04.07.22

Surveys/Studies

Investors Uneasy About Global Economy, Expect Subpar Returns From U.S. Stock Market: Survey

Most institutional investors expect subpar returns from the U.S. stock market this year amid inflation and concerns regarding the ongoing Russia-Ukraine war, according to a recent survey.

04.07.22

Large-Cap

New England Plan Issues Large-Cap, Index Provider RFPs

The searches are issued due to standard state procurement laws.

04.05.22

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.