Passive Equity

Passive Equity
Rocky Mountain 457 Hires Passive Equity Manager

The plan replaced its domestic all-cap equity manager, which had been on watch since April 2022 due to underperformance.

02.01.24
MRI/Social Investments
Rocky Mountain DC Plans Hire Sustainable Equity Manager

The plans added a sustainable equity manager to their lineup in October after initially receiving an ESG/socially responsible product analysis search book in April.

01.05.24
Insights
Nonprofit News Special Report 2024: Traditional Investments Outlook

2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios entering 2024.

01.04.24
Passive Equity
New England Pension Concludes Passive Equity Manager Search

The plan received three responses to a passive equity manager RFP issued in August.

01.03.24
Passive Equity
Midwest Plan Launches Passive Manager Search

The plan is seeking bundled/platform passive management services for various portfolios.

01.02.24
Domestic Equity
Northeast State Plan To Issue Equity, Fixed-Income, Balanced RFPs

The RFPs will seek managers to handle 10 different strategies.

12.08.23
Real Assets
Midwest Pension Plan Terminates Timber & Farmland Managers

The pension plan will liquidate its $227.5 million timber mandate and $106.4 million farmland mandate due to underperformance.

12.08.23
Credit/Private Debt
Southeast Pension Eyeing Private Credit Commitment Change

One of two private credit commitments approved earlier this year has failed in negotiations.

11.13.23
Credit/Private Debt
Midwest Retirement System Slates Credit Search; Axes Three Mgrs.

The retirement system agreed to launch an evergreen private debt manager search and terminate three managers as part of a new asset allocation policy.

11.03.23
Passive Equity
Northeast Pension Shifts Int’l Equity Mandate To Passive

The plan decided to move one of its active international equity managers to passive management following performance concerns.

11.01.23