Equity

International / Global / Emerging Markets
New England Plan Watching Underperforming Mgr.

The plan’s global equity manager experienced recent underperformance.

08.10.22
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
International / Global / Emerging Markets
New England Plan To Hire 3 Int’l Value Managers

The plan will add three value managers to its international equity portfolio.

08.02.22
Passive Equity
Western Endowment Issues Passive Equity RFP

The fund is seeking a firm to provide passive equity exposure for a portfolio with minimal tracking error due to the contract expiration of its current provider.

08.02.22
Non-U.S. & Global Equity
Northeast Plan Discloses Commitments

The plan hired a new global equity manager to handle a $500 million mandate and added 13 other commitments last month.

07.29.22
Non-U.S. & Global Equity
Calif. City Mulling Global Equity Fund Liquidation

The proposed fund liquidation would remove the value-tilt within the plan’s global equity portfolio.

07.29.22
Large-Cap
Western 529 Plan Monitoring Large-Cap Growth Strategy

The 529 plan added a domestic large-cap growth equity strategy to its watchlist last month because of underperformance compared to its benchmark for the quarter, one-, three- and five-year periods ending March 31.

07.28.22
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
Equity
Calif. County Taps New EME Manager

The plan has replaced emerging markets equity manager Newton Investment Management, which it had been monitoring.

07.22.22
MRI/Social Investments
Western University Foundation Plans Impact Investment Searches

The foundation will search for impact investments after adopting an ESG-integrated and impact investment strategy to mitigate the negative impacts of climate change.

07.21.22