Equity

MRI/Social Investments
Western Education System To Gauge Managers’ Climate Change View In Investment Process
11.06.19

A Western education system will reach out to external investment managers to assess whether climate-related risks and opportunities are integrated into their investment processes.

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Equity
Ohio-Based University Adds Funds To Student-Run Portfolio
11.06.19

A university based in Ohio has added funds to a student-run investment portfolio.

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Searches
Southern Health System To Conduct Int’l, U.S. Equity Mgr. Search
11.06.19

A Southern health system will launch a search for domestic and international equity managers following the termination of an equity manager late last month.

Equity
Southern Foundation Makes Portfolio Changes
11.06.19

A southern foundation added an international large-cap equity manager and foreign bond fund across its investment pools earlier this year.

International / Global / EAFE / Emerging Markets
Conn. Plan Eyes Non-U.S. Small-Cap Strategies
11.05.19

A Connecticut-based pension fund will discuss adding emerging markets small-cap and international small-cap equities to its investment portfolio in January.

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Asset Study/Review
Southern University System Slowly Transitioning To New Target Asset Allocation
10.30.19

A Southern university system is slowly transitioning its endowment to a new target asset allocation approved in the second quarter.

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Equity
Midwest Plan To Issue U.S. Small-Cap, Mid-Cap RFPs
10.25.19

A Midwestern pension plan will issue two RFPs for domestic small-cap and mid-cap equity managers.

International / Global / EAFE / Emerging Markets
California Plan Issues Developing Manager RFP
10.23.19

A California plan has issued an RFP seeking non-U.S. developed markets managers with less than $5 billion in assets under management.

Equity
Southeast Plan Axes Two Equity Managers
10.17.19

A Southeastern pension plan terminated two equity managers at a meeting yesterday.

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Mid-Cap
Louisiana Plan Eyes Mid-Cap Equity
09.23.19

A Louisiana plan is considering an allocation to active and/or passive domestic mid-cap equity.

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