Fixed-Income

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
People Moves
PGIM U.S. Corporate Head To Retire

Two managers will be promoted as replacements.

01.12.21
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