Passive Equity

Fixed-Income
Western Deferred Comp Plan Adds Fixed-Income Fund To Lineup

The fund approved the addition of an active fixed-income manager to its lineup at a meeting yesterday.

03.03.21
Consultant/OCIO/Discretionary
Midwest University Retains Investment Consultant

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

02.24.21
Passive Equity
New England Plan Moves Large-Cap Value Mandate Passive

The plan made the move following an investment team departure from the incumbent active manager.

02.17.21
Passive Equity
Great Lakes Plan Swaps S&P 500 Index Fund Provider

Plan approved a new Standard & Poor’s 500 Index fund provider in a cost savings measure this week.

02.11.21
Passive Equity
Midwest Plan Slates Passive Manager RFP

A Midwestern pension plan will launch an RFP for passive management services in the coming weeks.

02.11.21
Passive Equity
West Coast Plan Hires Passive Equity Manager

The plan concludes its passive equity search and interviews private equity managers.

02.10.21
Hedge Funds
Rocky Mountain Plan Liquidates HFoF Investment; Increases Equities Exposure

A Rocky Mountain pension plan liquidated a hedge fund-of-funds investment and moved the assets to existing global equity managers at a board meeting last week.

02.09.21
Equity
Midwest Plan Shakes Up Equity, Fixed-Income Portfolios

A Midwestern plan made several changes to its equity and fixed-income portfolios as part of its transition to a new long-term asset allocation policy.

02.05.21
Domestic Equity
Rocky Mountain Plan Terminates Smid-Cap Core Mgr.

A Rocky Mountain pension plan terminated its domestic small- to mid-cap core equity manager due to underperformance and personnel turnover. 

02.03.21
Alternatives
Texas Hoses Plan Approves Investments

Plan added public markets and private equity investments at last month’s board meeting.

02.02.21