Passive Equity

Alternatives
Texas Plan Bolsters PE Portfolio

Plan added a $15 million private equity commitment at last week’s board meeting.

06.27.22
Domestic Equity
Midwest Fire Plan Eyes SCV Mgr. Search

Consultant recommended small-cap value manager search as part of a U.S. equity structure review presented last month.

06.22.22
Real Assets
Midwest Plan Slates Real Assets Equity Search; Shakes Up Domestic Equity Portfolio

Plan may conduct a non-core real assets manager search in the third quarter and recently simplified its domestic equity portfolio.

06.21.22
Passive Equity
New England Plan Concludes Index Provider Search

Selected firm was one of three candidates.

06.14.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Issues Investment Mgr. RFP

Program is seeking up to two firms to handle four investment options.

06.10.22
Small-Cap
Southern Teachers Plan Begins Small-Cap Growth Search

Search is for two managers to handle nearly $500 million in total.

06.03.22
Passive Equity
Midwest DC Plan Shakes Up Passive Investment Fund Lineup

Plan’s passive investment exposure will now be with one manager.

05.17.22
Non-U.S. & Global Equity
Calif. City 457 Eliminates Int’l Small-Cap Portfolio

Plan reallocated its $2.7 million international small- to mid-cap growth equity investment to an existing MSCI ACWI ex-U.S. Index fund.

05.04.22
Passive Equity
New England Plan Seeking Russell 1000 Value Index Mgr.

Maiden Russell 1000 Value Index Manager will handle $20 million on behalf of the plan.

05.02.22
Non-U.S. & Global Equity
Southern Plan Concludes Global Value Equity Mgr. Search; Adds RE Commitment

Global value hire will replace the plan’s existing passive global core equity mandate with Northern Trust Asset Management.

04.29.22