Passive Fixed-Income

Passive Equity
New England Plan Concludes Index Provider Search

Selected firm was one of three candidates.

06.14.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Issues Investment Mgr. RFP

Program is seeking up to two firms to handle four investment options.

06.10.22
Fixed-Income
Rocky Mountain Plan Eliminates Long-Term Gov’t Bonds Target

Plan approved a new asset allocation policy that addresses the current marketplace.

05.24.22
Passive Equity
Midwest DC Plan Shakes Up Passive Investment Fund Lineup

Plan’s passive investment exposure will now be with one manager.

05.17.22
Alternatives
Midwest Plan Adds Commitments

Plan added infrastructure and private equity buyout commitments at today’s meeting.

04.21.22
Passive Equity
New England Issues Index Provider RFP

The search is for a manager to handle six index funds.

04.08.22
Passive Equity
Midwest DC Plan To Issue Passive Mgr. RFI

The plan will look to evaluate the marketplace for lower management fees, with an emphasis on Collective Investment Trust vehicles.

03.16.22
Passive Fixed-Income
Calif. Plan Taps Long-Term U.S. Treasury Bonds Mgr.; Bolsters PE Portfolio

The plan chose the firm over finalist State Street Global Advisors and committed to three private equity managers this week.

03.11.22
Credit/Private Debt
West Coast Plan Posts Global Credit, Passive Provider RFPs

Plan is looking to fill a new $700 million allocation to global credit and conduct due diligence on its passive investment managers.

01.11.22
Passive Equity
Northeast Plan Concludes Index Provider Search

The plan rehired its index provider to manage five mandates.

12.17.21