Passive Equity

Announcements
Western Foundation Creates Public-Private Partnership For Utility System

A foundation based in a Western state will lease its steam plant and utility system as part of a public-private partnership and invest a sizeable portion of the deal’s proceeds.

11.19.20
Passive Equity
Great Lakes Plan Mulling Single Passive Equity Mgr.

Move to a single passive equity manager would save more than $13,000 a year in fees.

10.27.20
Passive Equity
Midwest Plan Mulling Passive Move For Large-Cap Core

A Midwest pension plan is considering moving its two active domestic large-cap core equity mandates to passive investing.

10.27.20
Passive Equity
Federal Thrift Hires Second Index Provider

The Federal Thrift board has hired a second index provider for the first time.

10.22.20
Non-U.S. & Global Equity
Michigan Plan Axes Active Emerging Markets Mgr.

A Michigan pension plan moved its emerging markets equity allocation to a passive investment at today’s board meeting.

10.20.20
Passive Equity
West Coast Plan Conducting Due Diligence On Passive Mgr.

A West Coast pension is conducting due diligence on a passive investment manager following a staff departure.

10.13.20
Alternatives
Western Fund Increases Targets To Global Equity, Private Investments As Part Of AA Changes

A Western fund will focus on building out its global equity allocation after increasing it alongside its private investment allocation last week.

10.01.20
Passive Equity
Southern Plan Terminates INTECH

A pension fund in the South has terminated a manager and will now go exclusively passive for domestic large-cap equity.

09.25.20
Passive Equity
Windy City Plan Considering Passive Equity MWBE Mgr. RFP

A Windy City pension plan will consider a passive equity RFP for minority- and women-owned investment manager moving forward.

09.25.20
Passive Equity
Louisiana Plan Eyes Index Provider Change

An employees retirement system in Louisiana will discuss switching passive managers to lower fees at a future meeting.

09.16.20