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U.S. Equity

Altrius Capital to Pursue Institutional Investors

March 10, 2010 - Altrius Capital Management launched an institutional investing division at the start of the year, an official at the 12-year old firm told IMW. Gian Russo, has been brought on to help the New Bern, N.C.-based firm break ground in...

Fresno County Growth Search Moves Along

March 5, 2010 - The $2.5 billion Fresno County Employees’ Retirement Association (FCERA) has three firms in mind in the event the board decides to remove large-cap growth manager INTECH Investment Management from its roster. Roberto ...

Oklahoma Muni. Plans for Search, Hires Managers

March 3, 2010 - The Oklahoma Municipal Retirement Fund (OMRF) has selected two new international equity managers for its roster, ending a relationship with incumbent GMO, said a source familiar with the situation. At an investment/finance ...

New York Common Fund Lets Go of Three

March 2, 2010 - The roughly $129 billion New York State Common Retirement Fund (CRF) started the year off with a bang and let go of three equity firms last month accounting for a total of $864 million. According to the CRF’s January 2010 pension ...

Illinois TRS Ends BlackRock Mandate

March 1, 2010 - Due to poor investment performance, the roughly $32.1 billion Illinois Teachers’ Retirement System (TRS) has terminated BlackRock and placed five other managers on watch during its Feb. 25-26 Board of Trustees meeting. According to ...

Ohio Guns and Hoses Mixes Things Up

February 25, 2010 - The $10.3 billion Ohio Police and Fire Pension Fund (OP&F) Board of Trustees decided to make some “levered” changes to its asset allocation mix in order to reduce risk, fund spokesperson David Graham told IMW. The

Idaho Endowment Goes Global

February 24, 2010 - The $1 billion Idaho Endowment Fund Investment Board (EFIB) has hired two global equity managers, wrapping a process that began in August 2009. Larry Johnson, manager of investments at the Boise fund, told IMW today ...

Vermont Takes Stake in Hedge Funds

February 24, 2010 - In addition to issuing two new searches, the Vermont Pension Investment Committee (VPIC) has initiated its annual asset allocation review for the state’s three pension systems worth roughly $2.95 billion. The decisions were ...

Contra Costa to Hit Global Markets

February 19, 2010 - The Contra Costa County Employees’ Retirement Association (CCCERA) has approved a recommendation made by consultant Milliman that will find the plan placing more of its assets in global investments. Last month, ...

Ohio PERS Gives Go-Ahead to Investment Proposal

February 18, 2010 - The Ohio Public Employees’ Retirement System (OPERS) Board of Trustees approved its “2010 Investment Plan,” which would effectively implement previously mandated asset allocations, and incorporate more internal ...

San Jose Takes on New Targets

February 12, 2010 - The San Jose Federated City Employees’ Retirement System approved a new asset mix yesterday, Ron Kumar, financial analyst at the fund told IMW. The fund’s portfolio will now include allocations of 49% equities, to consist ...

New Mexico PERA Preps Equity Searches

February 12, 2010 - The Investment Committee for the New Mexico Public Employees’ Retirement Association (PERA) approved recommendations at a Feb. 9 meeting that would reshape its domestic equity roster, Julian Baca, portfolio ...

Kern County Discusses Index Firms

February 11, 2010 - The Kern County Employees' Retirement Association (KCERA) was expected to name finalist firms in its search for an index fund manager yesterday. According to the agenda for a Feb. 10 Investment Board meeting, Mellon Capital ...

Fort Lauderdale Launches Replacement Search

February 4, 2010 - The roughly $300 million Fort Lauderdale General Employees’ Retirement System is looking for a new small-cap/smid-cap growth equity manager. According to the Feb. 4 posting, the 2,700-member system will invest $7-8 million in ...

Small-Cap Value on the Way for Fresno County

February 4, 2010 - The Fresno County Employees’ Retirement Association (FCERA) will seek out small-cap value managers, Robert Peña confirmed to IMW today. At the California system’s meeting yesterday, consultant Wurts & Associates ...