Passive Equity

MRI/Social Investments
Rocky Mountain Plan Terminates Sustainable Equity Mgr.

The plan terminated sustainable equity manager Neuberger Berman, which had been on watch.

09.20.21
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, Fixed-Income Portfolios

The plan moved its four index funds with Vanguard Group to index funds with Fidelity Investments.

09.15.21
GTAA
Prince William County P&F Taps GTAA Mgr.

The plan hired a global tactical asset allocation manager at its May meeting.

09.10.21
Passive Equity
West Coast Plan Begins Global Index Provider Search

The plan is searching for index managers to handle $8.8 billion.

09.09.21
Equity
Midwest State Plan Hires Int'l Equity Mgr.; Deputy CIO Resigns

A Midwestern state plan hired a new international equity manager following a shortlist search.

08.27.21
Passive Equity
West Coast Plan Approves Global Index, Real Estate Consultant RFP

The plan will put its $8.9 billion index funds and real estate consultant services out to bid.

08.24.21
Non-U.S. & Global Equity
Texas Plan Restructures Int’l Equity Portfolio

Plan approved a new international equity portfolio that will result in new managers.

08.23.21
Consultant/OCIO/Discretionary
North Central Plan Slates Consultant Selection, Private Markets Commitments

Plan will retain its existing investment consultants as the result of a search launched last quarter.

08.16.21
Passive Equity
UPDATE: Mass Plan Issues Passive Index Manager RFP

Plan has issued a passive index manager RFP due to state procurement regulations.

08.11.21
Passive Equity
New England To Issue Passive Index Provider RFP

The plan will be seeking a provider to manage five index mandates.

08.10.21