Passive Equity

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
International / Global / Emerging Markets
New England Plan Concludes Int’l Equity Search

The plan hired three firms in its international equity search.

08.10.21