Passive Equity

Hedge Funds
Northeast Plan Terminates Hedge Fund Mgr.; Adds Commitments

The plan terminated an approximately $182 million long-only alpha mandate and made commitments to three existing and one new manager relationship in January.

03.02.23
Real Estate
Mass. Plan Issues Real Estate Manager RFP

The plan conducted a similar search in 2021 that did result in any hires.

03.01.23
Passive Equity
Calif. Plan Posts Public Markets Passive Mgmt. RFP For OPEB Trust

The plan expects to conclude the search process in the third quarter.

02.27.23
Passive Equity
Midwest Plan Seeking Small-Cap Index Provider

The plan is looking for an index focused on factors such as value, momentum, quality and low volatility to serve as a reference benchmark for an internally-managed portfolio.

02.17.23
Large-Cap
Southern Fund Terminates LCG Manager

The fund approved terminating a domestic large-cap growth equity manager due to underperformance and reinvesting the proceeds with an existing passive equity manager relationship late last year.

02.14.23
Equity
New England Utility Plan Seeking Equity Managers

The search is for global ex-U.S. and passive equity managers.

02.10.23
Passive Equity
Calif. Plan Slates Public Markets Passive Mgmt. RFP For OPEB

The plan expects to issue the RFP later this month and make a selection in the third quarter.

02.08.23
International / Global / Emerging Markets
Calif. Plan To Review International Equity Manager Restructuring

The plan will receive a recommendation to approve a new manager structure for the asset class that will result in eliminations and subsequent searches.

02.03.23
Passive Equity
Midwest DC Plan Seeking Passive Mgmt. Services

The plan has begun a search seeking passive investment management services.

01.31.23
Domestic Equity
Mid-Atlantic DC Plans Terminate SCV Mgr.; DB Plan Narrows LCG Search

The city’s deferred compensation and defined contribution plans replaced a domestic small-cap value equity manager today and its defined benefit plan will schedule finalist presentations in its large-cap growth search for next month.

01.25.23