Equity

Searches And Hires
Southern Plan Searching For Small-Cap Value Replacement

A plan in the South will conduct a search to replace a domestic small-cap value equity manager and may receive replacement options as soon as its next meeting in May.

02.24.21
Equity
Northeast Plan Begins Equity Structure Review; Mulling New Strategies

The plan received an initial presentation on potential changes and new strategies within its equity portfolio at a meeting today.

02.24.21
Consultant/OCIO/Discretionary
Midwest University Retains Investment Consultant

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

02.24.21
Infrastructure
Northeast Plan Discloses Commitments

The plan added an infrastructure commitment in January and funded several new investments in December.

02.22.21
International / Global / Emerging Markets
Southeast Plan Slates EME Finalist Interviews

The plan selected three finalists in its shortlist search for an emerging markets equity manager at a meeting this week.

02.19.21
Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Asset Study/Review
Midwest University Considers Allocation Changes

A university based in the Midwest is considering changes to its asset allocation targets.

02.18.21
Searches And Hires
Midwest University Slates Global Equity, PE, RE Commitments

A university in the Midwest is looking to add global equity, private equity and real estate investments to its long-term portfolio at its board meeting this week.

02.18.21
Searches And Hires
Northeast Plan Seeking International Equity Managers

The plan is seeking developed market international equity products.

02.16.21
Searches And Hires
Southern Plan Seeks Int’l Equity Mgrs.

A plan based in the South is searching for firms to manage an international equity portfolio.

02.11.21