Fixed-Income

Fixed-Income
West Coast Agency Posts Investment Manager RFP

A West Coast agency has issued an investment manager RFP for its three separate accounts.

02.01.21
Asset Study/Review
Mid-Atlantic Plan Revamps Equity Portfolio

Plan made several manager changes to its equity portfolio as part of a transition conducted by its new general investment consultant.

01.29.21
Daily Feed
Western Endowment Closes Social Bond Sale

An endowment in the West has completed its sale of social bonds and will use the proceeds to promote justice, inclusion, equity and community wellness for all residents of its state.

01.28.21
Fixed-Income
Northeast Plan To Initiate Fixed-Income Search

The plan will also begin a search for a Standard & Poor’s 500 Index manager.

01.27.21
Searches And Hires
New England Plan To Issue Equity, Bond RFPs

The plan will begin a domestic small-cap growth equity search in the next couple of weeks to be followed by core bond and small-cap value searches.

01.26.21
Asset Study/Review
New England University Updates Fixed-Income, Real Assets, Int’l Equity Portfolios

A university in New England made changes to its global fixed-income, real assets and international equity portfolios within its endowment in July and October.

01.21.21
Fixed-Income
Western 529 Plan Hires New Fixed-Income Manager

A 529 plan based in the West hired a new manager to handle its fixed-income assets in the fourth quarter.

01.21.21
Consultant/OCIO/Discretionary
West Coast 457 To Issue Investment Consultant RFP

The plan will issue an RFP due to the expiring contract of its incumbent consultant.

01.19.21
Core-Plus
Great Lakes Plan Revamps Bond Portfolio

Plan combined a pair of fixed-income allocations into a single core-plus mandate with a new manager.

01.15.21
Commodities
Calif. Plan Terminates Commodities Mandate

Plan’s investment committee agreed to eliminate its active long-only commodities mandate with CoreCommodity Management this week.

01.12.21