Domestic Equity

Equity
Calif. County 457 Plan To Conduct Equity Mgr. Searches

The plan will conduct three equity manager searches to potentially replace existing mandates.

09.24.21
Bank Loan
West Coast Plan Adds Bank Loan Strategy As Part Of A/A Changes

A plan based on the West Coast added a bank loan strategy as part of the adoption of a new asset allocation last month.

09.23.21
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
MRI/Social Investments
Rocky Mountain Plan Terminates Sustainable Equity Mgr.

The plan terminated sustainable equity manager Neuberger Berman, which had been on watch.

09.20.21
Large-Cap
Northeast Plan Seeking Large-Cap Growth Managers

The plan has begun its large-cap growth equity manager search.

09.20.21
Large-Cap
Southern Plan Narrows LCG Search; Makes Private Commitments

The plan will interview three finalists for its large-cap growth search.

09.16.21
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, Fixed-Income Portfolios

The plan moved its four index funds with Vanguard Group to index funds with Fidelity Investments.

09.15.21
Large-Cap
Midwest Plans Slate Large-Cap Value Interviews

The plans will interview three firms in addition to the incumbent in its domestic large-cap value equity manager search.

09.15.21
Large-Cap
Mid-Atlantic Plan Makes Large-Cap Growth Change

The plan made a change in its large-cap growth mandate due to underperformance.

09.13.21
Domestic Equity
Midwest DC Program Concludes Large-Cap Value Search

A Midwestern deferred compensation program concluded its search to replace a domestic large-cap value equity manager.

09.10.21