Passive Equity

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
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