Passive Equity

Domestic Equity
Mid-Atlantic DC Plans Terminate SCV Mgr.; DB Plan Narrows LCG Search

The city’s deferred compensation and defined contribution plans replaced a domestic small-cap value equity manager today and its defined benefit plan will schedule finalist presentations in its large-cap growth search for next month.

01.25.23
Daily Feed
New England Plan Hires Index Manager

The plan hired an index manager to oversee a Russell 1000 Growth Index allocation and named another passive provider to its bench.

01.25.23
Non-U.S. & Global Equity
Northeast Plan Axes EME Manager

The plan moved an emerging markets equity mandate to a passive account while it determines its long-term direction for the assets, which could ultimately remain passive.

12.15.22
ESG
New England University Adds New Fossil Fuel-Free Index Strategy

The university system has added a fossil fuel-free passive index strategy to align with its recent mandate to divest its portfolios of direct and indirect investments in fossil fuels.

12.08.22
Passive Equity
New England Plan Relaunches Index Provider Search

The plan hopes to receive additional response to a new RFP.

12.05.22
ESG
New England University Considers New Fossil Fuel-Free Index Strategy

The university system is considering adding a fossil fuel-free passive index strategy to align with its recent mandate to divest its portfolios of direct and indirect investments in fossil fuels.

12.01.22
Passive Equity
Western Endowment Wraps Up Passive Equity Search

The public school fund selected its incumbent passive equity manager to handle approximately $343 million in October following a search from this summer due to the firm’s contract expiration.

12.01.22
ESG
Wash. County 457 Plan Mulls ESG Allocation

The plan will receive ESG manager search results in February.

11.29.22
International / Global / Emerging Markets
New England Plan Seeking Emerging Markets Small-Cap, Passive Index Managers

The searches are being conducted to comply with state procurement laws.

11.28.22
Passive Equity
Chicago Institution Adds Passive Equity Mandate W/ Diverse Mgr.

The institution approved a new passive equity index investment with a diverse manager this summer as part of its commitment to promote diversity, equity and inclusion internally and through its selection of investment managers.

11.22.22