Passive Equity

International / Global / Emerging Markets
Southwest Plan Approves Global Equity Structure, Passive Mgr. Hire

A Southwestern pension plan approved a new global equity structure and a hired a manager to fill a new passive component at today’s meeting.

01.14.21
Domestic Equity
Southern Plan To Consolidate Passive U.S. Equity Positions

A Southern pension plan will consider a recommendation to consolidate portions of its passive domestic equity portfolio at its board meeting in March.

01.07.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
International / Global / Emerging Markets
East Coast Plan Taps New EME, Fixed-Income Mgrs.

An East Coast plan hired a new emerging markets equity manager as well as a passive fixed-income manager in August.

01.05.21
Passive Equity
Northeast Plan Makes Defensive Equity Hire

The plan hopes to increase equity exposure without significant volatility.

12.24.20
Non-U.S. & Global Equity
Midwest Plan Wraps Up Global Equity Mgr. Search.; Approves A/A

A Midwestern pension plan terminated its active large-cap equity managers to fund mandates with three new global equity managers hired following an RFP search.

12.17.20
Passive Equity
Chicago Plan Hires Passive Equity Manager

A plan based in Chicago has hired an investment manager to handle a passive equity strategy.

12.17.20
Equity
Southern Plan Axes Global Equity Mgr.

A Southern state plan terminated global active equity manager Longview Partners following a global equity restructure review.

12.15.20
Consultant/OCIO/Discretionary
Southern University Selects Consultant; Transitions Passive Equity Mandate

A university based in the South has selected an investment consultant to wrap up its search from the first quarter.

12.10.20
All-Cap
Mid-Atlantic Plan Adds Passive Mandate

A Mid-Atlantic pension plan added a Standard & Poor’s 600 Index fund investment at last week’s board meeting.

12.07.20