Fixed-Income

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
Industry News
Midwest University Seeks Investment Associate

A university based in the Midwest is looking to hire an investment associate to focus on its public investments portfolio.

12.17.20
Bank Loan
Texas Hoses Plan Concludes Bank Loan Search

A Texas fire pension fund made a hire in its bank loan manager search at today’s board meeting.

12.14.20
Fixed-Income
West Coast Plan Selects 5 Core Fixed-Income Mgrs.

The plan hired three new firms and retained two more to conclude its core fixed-income manager search.

12.11.20
Industry News
Spouting Rock To Acquire Penn Capital

The transaction is expected to close in early 2021.

12.11.20