Small-Cap

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
Asset Study/Review
Midwest 529 Adds U.S. Small-Cap, Core Bond Investment Options

A Midwestern college savings trust authority has adjusted the underlying fund investment options for two of its plans, adding small-cap equity, emerging markets equity, core bond and real estate options.

03.03.22
Small-Cap
Midwest Plan Begins Int’l Small-Cap Search

The plan has issued its RFP seeking international small-cap equity managers.

03.01.22
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
High-Yield
New England Plan Issues High-Yield Fixed-Income RFP

The plan has begun its high-yield fixed-income manager search

02.17.22
High-Yield
New England Plan Sets 2022 Manager Search Schedule

The plan will issue five RFPs this year, beginning with high-yield fixed-income this week.

02.16.22
Fixed-Income
Mass. Plan Concludes Core, TIPS Mgr. Search

The plan concluded its search for core fixed-income and TIPS managers.

02.03.22
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
Calif. Plan Shakes Up U.S. Equity Portfolio

The plan terminated two small-cap equity managers as part of a newly approved domestic equity portfolio structure.

01.26.22