Passive Equity

Asset Study/Review
Great Lakes Plan Adopts A/A, Manager Changes

Plan consolidated its manager roster into a smaller group of firms following approval of a new asset allocation recommended by its consultant last month.

10.22.21
Domestic Equity
Windy City Plan Terminates Active Equity Strategies

Plan terminated active large-cap value and small-cap growth strategies with a single manager this week.

10.22.21
Passive Equity
Midwest Plan Begins Russell 3000 Index Manager Search

The plan intends to invest $4.8 billion in a passively managed broad-based market index fund.

10.18.21
Passive Equity
Midwest Plan Selects Two In Passive Mgmt. Search; Approves New A/A Targets

The plan hired two passive investment managers at a board meeting last week following interviews.

10.12.21
Domestic Equity
New England Plan Concludes Domestic Equity Manager Searches

The plan made hires for its large-cap and small- to mid-cap searches.

10.08.21
Mid-Cap
Southwest Plan Makes Portfolio Changes

Plan moved a domestic small- to mid-cap equity mandate to a passive account and added a real estate commitment.

10.08.21
Passive Equity
Illinois Plan To Issue Passive Equity RFP; DC Plan Hires Record Keeper

The plan is conducting the search after voting to consolidate three existing index portfolios into a Russell 3000 Index.

09.30.21
Consultant/OCIO/Discretionary
Western System Slated To Transition Endowment Mgmt. To Sole Outsourced CIO

A system based in the West is expected to receive a staff recommendation to transition the management of its endowment to a single outsourced cio provider this week.

09.30.21
Equity
Calif. County 457 Plan To Conduct Equity Mgr. Searches

The plan will conduct three equity manager searches to potentially replace existing mandates.

09.24.21
Equity
New England Plan Issues All-Cap, Equity Index RFPs

The plan is searching for active all-cap growth managers and passive equity managers.

09.20.21