Passive Equity

Domestic Equity
Calif. Plan Shakes Up U.S. Equity Portfolio

The plan terminated two small-cap equity managers as part of a newly approved domestic equity portfolio structure.

01.26.22
Passive Equity
Southern Police Plan Makes PE Commitments

The plan made buyout commitments to two existing managers last month.

01.20.22
Credit/Private Debt
West Coast Plan Posts Global Credit, Passive Provider RFPs

Plan is looking to fill a new $700 million allocation to global credit and conduct due diligence on its passive investment managers.

01.11.22
Multi-Asset/Investment Advisor
Calif. County 457 Eyes Target-Date Fund Mgr. Search

The plan will conduct a target-date fund manager search to potentially replace an existing mandate.

12.20.21
Non-U.S. & Global Equity
Southern Plan Slates Global Value Equity Mgr. Search

A Southern state plan will conduct a manager search as part of a newly approved global equity structure.

12.20.21
Fixed-Income
Empire State 457 To Launch Core Fixed-Income RFP

The plan is searching for a firm to handle more than $1.6 billion due to the contract expiration of its incumbent manager.

12.20.21
Equity
New England Plan Begins EME, Passive Mgr. Searches

The plan issued two RFPs for managers to comply with procurement laws.

12.17.21
Passive Equity
Northeast Plan Concludes Index Provider Search

The plan rehired its index provider to manage five mandates.

12.17.21
Large-Cap
Great Lakes Plan Swaps Passive LCC Managers

Plan made a change in passive large-cap core equity providers last quarter.

12.07.21
Asset Study/Review
Northeast Plan Approves Asset Allocation

Plan approved a new asset allocation as continues work toward separating its assets from the state’s division of investment.

11.24.21