Equity

Industry News
First Sentier Names Senior Director

First Sentier Investors has hired a senior director to lead North American sales and client servicing for affiliate FSSA Investment Managers, an active emerging markets and Asia Pacific equity specialist.

09.23.21
Asset Study/Review
Midwest Foundation Adjusts A/A

A foundation based in the Midwest recently adjusted its asset allocation targets, shifting toward equity and away from fixed-income.

09.23.21
International / Global / Emerging Markets
New England University Invests In Int’l Equity Index Fund

A university in New England approved investing in an international equity index fund within its endowment at its investment committee meeting 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
Southern Plan Narrows LCG Search; Makes Private Commitments

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

09.16.21
Private Equity
New England Plan Names PE FoF Finalists

The plan will look to invest in new funds offered by its incumbent managers.

09.16.21
International / Global / Emerging Markets
Texas Plan Restructures Int’l Equity Portfolio

The plan’s new international equity structure results in two manager hires.

09.16.21
Equity
Southwest Plan Divests From Company

A plan in the Southwest is divesting assets from a food-related company.

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