Domestic Equity

Small-Cap
West Coast Plan To Discuss Significant Turnover At Small-Cap Firm

A West Coast pension fund will discuss its relationship with a small-cap value manager after the departure of three investment professionals.

11.10.20
Small-Cap
Great Lakes Plan Slates Small-Cap Value Mgr. Search

A Great Lakes pension plan has moved its domestic small-cap value equity mandate to a passive allocation while it conducts a replacement search.

11.10.20
Small-Cap
Mid-Atlantic Plan Terminates Small-Cap Core Mgr.

A mid-Atlantic county plan terminated its domestic small-cap core equity manager due to underperformance.

11.10.20
Asset Study/Review
Midwest Police Plan Restructures Global Equity Portfolio

A Midwestern police pension plan made several changes to its global equity portfolio that included manager consolidations and replacements.

11.09.20
Large-Cap
Florida Police Plan Eyes Large-Cap Growth Alternatives; Makes Small-Cap Hire

The pension fund asked its consultant to provide potential alternatives to its incumbent due to performance concerns after a third quarter performance review at its meeting yesterday.

11.06.20
Industry News
Victory Capital To Acquire THB Asset Management

The holdings company will add THB’s $435 million in equity assets to its portfolio.

11.05.20
Asset Study/Review
Southern Foundation Reviewing Equity Managers As Part Of Allocation Shift

A foundation affiliated with a university in a Southern state is reviewing its equity manager roster as it looks to shift its public equity portfolio toward domestic assets and away from international developed and emerging markets.

11.05.20
MRI/Social Investments
New England Foundation Establishes ESG Portfolio

A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.

11.05.20
Equity
Southern University System Adds Public And Private Equity Managers

A university system in the South approved terminating a domestic equity manager and adding domestic and global equity investments and private equity commitments at its investment committee meeting this week.

11.05.20
Domestic Equity
New England Plan Posts Smid-Cap Core Equity Mgr. RFP

A pension fund in New England begun a domestic small- to mid-cap core equity search due to state procurement rules.

11.03.20