Bank Loan

Bank Loan
West Coast Plan Slates U.S. Bank Loan Manager RFP; Rehires Consultant

A West Coast pension plan will issue an RFP for U.S. bank loan managers next year for due diligence purposes.

12.10.20
Bank Loan
Texas Plan Narrows Bank Loan Search

Plan will interview two firms in a search to fill its 6% target allocation to bank loans next month.

11.16.20
Bank Loan
Texas Plan To Fill Bank Loan Allocation

A Texas-based pension plan heard a bank loan allocation as a first step in filling an allocation to the asset class.

09.21.20
Searches And Hires
Midwest Plan Seeking Senior Secured Loan Mgr.

A Midwestern pension plan has issued an RFP seeking senior secured loan investment managers.

08.26.20
International / Global / Emerging Markets
Chicago Plan To Continue Int’l Small-Cap Review; Places Two Firms On Watch

A Chicago pension fund will have further discussions on its international small-cap equity portfolio at its September meeting. The plan also placed two managers on watch at its meeting yesterday.

08.21.20
Fixed-Income
Fla. Plan Reviewing Fixed-Income Portfolio

A Florida pension plan is reviewing fixed-income portfolio changes as a result of an ongoing review.

07.24.20
Bank Loan
Midwest Plan Axes Bank Loan Manager; Bolsters PE Portfolio

A Midwestern pension plan terminated its bank loan manager last week.

05.27.20
Asset Study/Review
Western State Trust Approves New Asset Targets, Manager Changes

A Western state trust fund approved new asset allocation targets and manager changes this month.

04.16.20
Asset Study/Review
Western Trust Weighs Asset Allocation Changes

A Western trust is considering asset allocation changes across its investment portfolios.

04.08.20
Bank Loan
Southwest Plan Axes Bank Loan Manager

A Southwestern plan terminated one of its bank loan managers this week.

02.20.20