Fixed-Income

Non-U.S. & Global Equity
UPDATE: Northwest Plan To Conduct Int’l Equity Search; Restructures Portfolios

Plan is seeking one to three global ex-U.S. equity managers and agreed to restructure its opportunistic and alternative fixed-income portfolios this month.

06.28.22
Asset Study/Review
Midwest University Preps For A/A Study

The university is planning to conduct a strategic asset allocation study later this year after it terminated a global bond mandate and reallocated the funds to short-term bond and growth equity funds this month.

06.28.22
Fixed-Income
Northeast Plan Adds Commitments

Plan hired a new fixed-income manager to handle an initial $350 million mandate and disclosed six other commitments last month.

06.24.22
Credit/Private Debt
Northwest Plan Approves Private Debt Search, New A/A

Plan is seeking private debt managers to each handle an up to $100 million mandate and approved new asset allocation policies last week.

06.23.22
Passive Fixed-Income
West Coast Plan Shakes Up Core Fixed-Income Portfolio

Plan terminated its passive fixed-income manager to improve historical risk-adjusted performance.

06.23.22
MRI/Social Investments
West Coast Endowment Announces Social Bond Investments

The endowment made $30 million in initial investments from its $300 million social bond, which was issued in early 2021.

06.23.22
Fixed-Income
Southern 529 Plan Adds High-Yield, EME Bond Strategies

Addition of emerging market fixed-income and high-yield bond strategies last month offers participants opportunities for additional yield.

06.16.22
High-Yield
New England Plan Begins High-Yield Fixed-Income Search

The plan’s incumbent was first hired in 2016.

06.10.22
Asset Study/Review
Southern 529 Plan Eliminates Equity Exposure As Part Of New IPS

College savings plan will exclusively invest in fixed-income and cash after eliminating its equity exposure late last month.

06.09.22
Emerging/Diverse Managers
Southern University System Adds Fixed-Income Manager

The system added a new minority-owned fixed-income manager across two portfolios in late 2021.

06.09.22