Large-Cap

Non-U.S. & Global Equity
UPDATE: Northwest Plan To Conduct Int’l Equity Search; Restructures Portfolios

Plan is seeking one to three global ex-U.S. equity managers and agreed to restructure its opportunistic and alternative fixed-income portfolios this month.

06.28.22
Large-Cap
Mid-Atlantic Plan Terminates LCG Mgr.

Terminated firm had been placed on watch for performance reasons last month.

06.22.22
Domestic Equity
Midwest Fire Plan Eyes SCV Mgr. Search

Consultant recommended small-cap value manager search as part of a U.S. equity structure review presented last month.

06.22.22
Credit/Private Debt
Mass. Plan Slates Private Debt Search Report

Plan’s consultant will present report on the $8 million search in June or July.

05.31.22
Large-Cap
West Coast Places LCG Manager On Watch; Terminates REITs Managers

The plan placed a firm on watch for failing to meet performance criteria and eliminated its REITs managers to reduce overall volatility within its real estate portfolio.

05.27.22
Large-Cap
Calif. Plan Eyes New Large-Cap Growth Manager

Plan will ultimately move an approximately $300 million mandate to a more focused strategy from its incumbent.

05.20.22
Private Equity
Midwest Plan Discloses PE Commitment

Commitment represents a new relationship for the plan.

05.19.22
Large-Cap
Florida Fire Plan Hires Large-Cap Value Mgr.

The plan hired a domestic large-cap value equity manager to replace an all-cap value manager at its May 17 board meeting.

05.18.22
Large-Cap
Mid-Atlantic Plan Watching Underperforming Mgr.

The manager has underperformed its Russell 1000 Growth Index.

05.18.22
Large-Cap
Florida Plan Eyes Return To Active Large-Cap

The plan had moved to a fully passive large-cap allocation in 2020 but general investment consultant Meketa Investment Group sees an opportunity for concentrated active managers.

05.12.22