Mid-Cap

Mid-Cap
California DC Plan Seeking Mid-Cap Growth Mgrs.

Incumbent firm recently experienced a client loss that dropped its product assets below an acceptable threshold for the plan.

03.21.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Passive Equity
Rocky Mountain Plan Shakes Up Equity Portfolio

The plan moved three of its index funds with Vanguard Group to index funds with Fidelity Investments.

03.07.22
Domestic Equity
Florida Plan Discusses Smid-Cap Value Search

The plan was slated to discuss potentially replacing an existing manager as part of a review at today’s board meeting.

02.22.22
Mid-Cap
Investment Consultant Seeking Mid-Cap Equity Managers

The Northeastern-based consulting firm is searching for core, value and growth mangers to handle at least $200 million.

02.18.22
Mid-Cap
Florida Plans Terminate LMCG Investments

The plans opted to move their mid-cap core portfolios to index funds for the foreseeable future.

02.15.22
Non-U.S. & Global Equity
Calif. City 457 Slates Int’l Small-Cap Search

The plan will consider replacing its international small-cap equity mandate with MFS Investment Management in May.

02.02.22
Domestic Equity
Mid-Atlantic City Plan Approves Domestic Equity Hire

The plan hired a domestic small- to mid-cap core equity manager from a search that began in September.

01.20.22
Mid-Cap
New England Plan To Begin Mid-Cap Equity Search

The plan will search for an active domestic mid-cap equity to handle approximately $10 million.

01.19.22
Domestic Equity
Michigan Plan Axes Smid-Cap Mgr.

Plan terminated a domestic small- to mid-cap equity firm and redistributed assets to its existing managers.

01.11.22