Passive Equity

Passive Equity
Western Endowment Issues Passive Equity RFP

The fund is seeking a firm to provide passive equity exposure for a portfolio with minimal tracking error due to the contract expiration of its current provider.

08.02.22
Domestic Equity
Texas Plan Terminates Active Large-Cap Mgr.

Termination shifts large-cap growth assets to a passive allocation in anticipation of investing in mid-cap equities for the first time.

07.22.22
Equity
Midwest State Plan Shakes Up Public Equity Portfolio

The board terminated three managers to “harmonize” the equity portfolios between its plans.

07.20.22
Passive Equity
Southeast Plan Taps Passive LCV Manager

The plan hired a passive large-cap value equity manager as it looked to rebalance its large-cap exposure.

07.15.22
Passive Equity
West Coast Selects Passive Index Providers

The investment committee approved selections after interviewing three finalists today.

07.14.22
Passive Equity
West Coast Plan To Interview Passive Provider Finalists

A total of three firms will be interviewed at a special board meeting this week.

07.12.22
Passive Equity
Mass. Plan Hires First Russell 1000 Value Mgr.

Plan received only one response to an RFP issued last month.

06.29.22
Alternatives
Texas Plan Bolsters PE Portfolio

Plan added a $15 million private equity commitment at last week’s board meeting.

06.27.22
Domestic Equity
Midwest Fire Plan Eyes SCV Mgr. Search

Consultant recommended small-cap value manager search as part of a U.S. equity structure review presented last month.

06.22.22
Real Assets
Midwest Plan Slates Real Assets Equity Search; Shakes Up Domestic Equity Portfolio

Plan may conduct a non-core real assets manager search in the third quarter and recently simplified its domestic equity portfolio.

06.21.22