Passive Equity

ESG
Rocky Mountain DC Plans Review ESG Mgr. Search; Shake Up Equity Portfolio

The plans were slated to receive an ESG manager search book this week and made several changes to their passive equity portfolio last month.

04.27.23
Searches And Hires
Midwest 529 Adds Real Estate, Int’l Equity Strategies

The fund added a global real estate strategy and passive international equity strategy with a New England-based firm to its roster of underlying funds to add more yield and reduce overall fees.

04.12.23
Non-U.S. & Global Equity
Maryland Plan Swaps Int’l Equity Managers

The plan diversified its international equity portfolio by swapping a growth manager for a value manager this week.

04.12.23
International / Global / Emerging Markets
Midwest Plan Seeking Int’l Small-Cap Mgrs.

The plan is seeking both active and passive managers to handle up to $10 million.

03.27.23
Asset Study/Review
Rocky Mountain Plan Adopts New Asset Allocation

The new policy will help the plan achieve an expected return of 7.25% over the next 10 years.

03.24.23
Real Estate
Mass. Plan Begins Real Estate, S&P 500 Index Searches

The searches comply with standard state procurement laws.

03.21.23
International / Global / Emerging Markets
New England Plan To Interview 3 Int’l Equity Managers

The plan also concluded its real estate and passive manager searches.

03.21.23
Non-U.S. & Global Equity
Calif. County 457 Swaps Int’l Value Mgrs.

The plan terminated its active international value equity manager in December due to underperformance.

03.20.23
Consultant/OCIO/Discretionary
West Coast Plan To Revisit PE Consultant Finalists

The plan could not reach enough votes to approve rehiring its incumbent private equity consultant.

03.16.23
Non-U.S. & Global Equity
Northwest Plan Eyes International Equity Mgr. Hires

The plan will consider hiring two international equity managers to handle up to $700 million total this week following a search from last year

03.13.23