Passive Equity

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
Passive Equity
New England Plan Issues S&P 500 Index RFP

The search is being conducted to comply with standard state procurement laws.

04.28.22
Credit/Private Debt
New England Plan To Issue Private Debt, S&P 500 Index RFPs

Plan also adopted a new asset allocation that includes a maiden target to private debt.

04.25.22
Passive Equity
Calif. Plan Hires Passive Int’l Equity Mgr.; To Lose Investment Officer

The plan hired a passive international equity manager in an effort to implement a hedging program and will see their first investment officer depart next week.

04.21.22
Passive Equity
New England Issues Index Provider RFP

The search is for a manager to handle six index funds.

04.08.22