Fixed-Income

High-Yield
Southwest Plan To Issue Short-Duration HY Bond RFP

The RFP will seek one or more short-duration high-yield fixed-income managers.

06.27.23
Core-Plus
Midwest Pension Plan Concludes Core-Plus Search

The pension plan hired the firm based on its favorable returns, low fees, diversification and low correlation to existing active core-plus fixed-income manager Loomis, Sayles & Company.

06.23.23
Fixed-Income
Western Fund Issues Short-Term FI RFP; Slates Core Bond Search

The fund is searching for firms to provide low duration/short-term fixed-income exposure for a $104 million allocation and is slated to conduct a search later this summer for a manager to handle a new approximately $200 million core bond portfolio.

06.21.23
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is conducting a search for non-discretionary and discretionary services after launching a similar search in 2021.

06.21.23
Fixed-Income
California Pension Plan Narrows Core Bond Search

Pension has narrowed a search for a complementary manager to three finalists.

06.20.23
Passive Fixed-Income
Illinois Plan Launches Bond Manager Search

The plan is seeking diverse-owned firms to handle short-term TIPS and long-term U.S. government bond managers to preferably run the allocations in passive or enhanced index strategies.

06.15.23
People Moves
Mid-Atlantic Institution Searching For Public Markets Mgr.

The institution is searching for an investment manager for public markets to participate in all aspects of its investment process from identifying and evaluating new investment opportunities through conducting due diligence meetings with potential managers.

06.15.23
High-Yield
Northeast Pension Plan Concludes HY Bond Search

Pension division issued an intent to award notice in a high-yield fixed-income manager search launched in 2021.

06.14.23
Passive Fixed-Income
Northeast Pension Launches Index, Transition Advisor RFQs

The pension plan is seeking passive index and transition advisory services as it readies a long-awaited transition out of a larger fund.

06.13.23
Fixed-Income
Mid-Atlantic Pension Plan Conducting Core Bond Search

The retirement plan is looking to replace an existing core-plus fixed-income manager.

06.13.23