Equity

Alternatives
Southern Teachers Pension Makes Commitments

The plan also funded a new internally managed enhanced index fund.

06.17.25
Domestic Equity
Southwest Plan Issues Domestic Equity RFP

The plan is seeking small-cap, small- to mid-cap and large-cap managers in a search open to core, growth and value styles.

06.16.25
Non-U.S. & Global Equity
North Texas Pension Targets Global Value Equity Search

The search is being planned to potentially replace an existing manager.

06.13.25
Equity
Southern Trust Hires Two Equity Managers

The changes were recommended by the trust’s newly hired general investment consultant.

06.11.25
Equity
Rocky Mountain Pension Bolsters Public Equity, Private Markets Portfolios

The retirement plan hired several managers to move toward its new asset allocation policy.

06.06.25
Small- to Mid-Cap
Western Foundation Invests In Smid-Cap Strategy

The foundation recently approved an equity investment with a diverse manager within its endowment and mission-aligned investment pool after tracking the firm for years through its investment consultant.

06.04.25
Asset Study/Review
Southern University Revises A/A

The university approved a new investment policy statement with revised long-term strategic asset allocation targets for its strategic and reserve pool last year.

06.04.25
Non-U.S. & Global Equity
Rocky Mountain 457 Replaces Emerging Markets Equity Manager

The deferred compensation plan replaced its emerging markets large-cap core equity manager, which had been on watch since January 2022.

05.28.25
Searches And Hires
Southern University Adds Managers To Watch

The university added two managers from its endowment to its watchlist in the second half of 2024 due to staff changes.

05.21.25
Private Equity
Southern University Considering Buyout Commitment, Public Equity Rebalancing

The university considered a private equity buyout commitment and increasing its investments with two existing global public equity funds by $30 million at this week’s meeting.

05.14.25