Equity

International / Global / Emerging Markets
West Coast Plan Terminates Two Non-U.S. Equity Managers

A pension fund on the West Coast has terminated two non-U.S. equity managers and may consider replacement searches next year.

10.13.20
Industry News
Morgan Stanley To Acquire Eaton Vance

The deal expands Morgan Stanley IM to $1.2 trillion in assets under management.

10.08.20
Mid-Cap
Northeast Plan Begins Mid-Cap Search

The search is being conducted for due diligence purposes and the incumbent manager is currently on watch.

10.08.20
Announcements
Endowments’ Countercyclical Approach Boosts Endowment Returns: Report

Endowments typically invest countercyclically by decreasing active risky allocations during the run-up to a crisis, such as the Global Financial Crisis, and then increasing these allocations as risky asset prices fall following the start of a crisis, new research shows.

10.08.20
GTAA
Midwest Schools Plan Axes GTAA Manager

A Midwestern pension plan terminated a global tactical asset allocation manager last month after placing the firm on watch last year.

10.07.20
International / Global / Emerging Markets
Northeast Plan To Interview 2 Global Low Volatility Mgrs.

A Northeastern pension plan will interview two global low volatility managers this week as it looks to complement its existing manager in the asset class.

10.06.20
Hedge Funds
Eastern Plan Discloses Hedge Fund & Alt. Risk Premia Commitments

An Eastern state plan disclosed several commitments as part of its initial allocation to alternative risk premia.

10.02.20
Alternatives
Western Fund Increases Targets To Global Equity, Private Investments As Part Of AA Changes

A Western fund will focus on building out its global equity allocation after increasing it alongside its private investment allocation last week.

10.01.20
Announcements
Private, Community Foundations Produce Best Returns Since 2009: Study

Private and community foundations posted their best returns of the decade in 2019, a year in which “just about everything worked,” according to a new study.

10.01.20
Equity
Midwest Foundation Shuffles Active Equity Managers

A foundation based in the Midwest has replaced several of its active equity managers in anticipation of market volatility.

10.01.20