Fixed-Income

Daily Feed
New England Plan Names Unconstrained Bond Finalists

The plan will interview three firms at a specially called meeting next month.

09.23.21
Bank Loan
West Coast Plan Adds Bank Loan Strategy As Part Of A/A Changes

A plan based on the West Coast added a bank loan strategy as part of the adoption of a new asset allocation last month.

09.23.21
People Moves
Brown Advisory Adds Fixed-Income ESG Analyst

Brown Advisory has appointed a fixed-income ESG analyst to expand its new global sustainable fixed-income team, the firm announced.

09.23.21
People Moves
Loomis Sayles Swaps Out Municipal Bond Mgrs.

The changes include two new portfolio managers, two portfolio specialists and a new head of municipal bond research.

09.16.21
Private Equity
New England Plan To Issue Secondary PE RFP

The plan will begin a private equity manager search with a focus on secondaries.

09.15.21
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, Fixed-Income Portfolios

The plan moved its four index funds with Vanguard Group to index funds with Fidelity Investments.

09.15.21
Fixed-Income
PGIM Fixed Income Names President, Co-CIOs

The current CIO will retain his role as head of Fixed-Income.

09.15.21
Alternatives
Rocky Mountain Plan Terminates Reinsurance Mgr.

The plan terminated its sole reinsurance manager in May.

09.14.21
Fixed-Income
New England Eyes New Core Fixed-Income Manager

Plan will hire a new core fixed-income manager after narrowing a search to three finalists.

09.10.21
Fixed-Income
Northwest 457 Shakes Up Equity, Fixed-Income Portfolios

A Northwestern 457 deferred compensation plan terminated three investment managers to simplify its investment menu.

09.10.21