Fixed-Income

Stable Value
Southwest Deferred Comp Plan Posts Stable Value Mgr. RFP

A Southwestern city deferred compensation plan is seeking a stable value fund manager.

01.12.21
Consultant/OCIO/Discretionary
Calif. County Targets New RE Consultant

The plan’s incumbent real estate consultant did not respond to an RFP issued due to its contract expiration.

01.11.21
Commodities
West Coast Plan To Eliminate Commodity Asset Class

The plan will terminate its commodity manager and exit the asset class entirely due to low return expectations.

01.07.21
Industry News
Nonprofit News Special Report: 2021 Traditional Investments Outlook

Nonprofit investors are expecting positive but muted returns from the equity and bond markets in 2021 after their portfolios generated solid performance in a year that upended global financial markets and saw unprecedented volatility.

01.07.21
Asset Study/Review
Midwest Plan Adjusts Fund Manager Roster

A plan based in the Midwest has adjusted its investment manager lineup.

01.07.21
Industry News
Southern University Seeks Marketable Investments Manager; Adds Staff

A university in the South is searching for an investment manager for marketable investments to be involved in all aspects of investment and manager research for its endowment.

12.22.20
Asset Study/Review
Midwest Plan Tweaks A/A

A Midwestern pension plan adopted a new asset allocation policy as recommended by its investment committee.

12.18.20
Non-U.S. & Global Equity
Midwest Plan Wraps Up Global Equity Mgr. Search.; Approves A/A

A Midwestern pension plan terminated its active large-cap equity managers to fund mandates with three new global equity managers hired following an RFP search.

12.17.20
Surveys/Studies
COVID-19-Induced Market Sell-Off Impacts Healthcare Plans’ Returns: Survey

The COVID-19-induced sell-off wreaked havoc on healthcare organizations’ returns both in the short- and long-term following the first quarter drawdown, according to a recent survey.

12.17.20
Searches And Hires
Southern Fund Issues High Yield RFP

A fund in the South has issued its RFP seeking high-yield fixed-income managers to improve diversification, enhance return and reduce volatility within its portfolio.

12.17.20