Fixed-Income

MRI/Social Investments
New England Foundation Establishes ESG Portfolio

A foundation based in New England established a new Environmental, Social and Governance (ESG) portfolio earlier this year.

11.05.20
Searches And Hires
Midwest Trust Fund To Receive Credit, Fixed-Income Recommendations

A trust fund in the Midwest will hear recommendations to add private credit strategies at its December board meeting and new core bond and multi-sector fixed-income managers at its November board meeting.

11.05.20
Fixed-Income
Rocky Mountain Plan Liquidates HY Investment

A Rocky Mountain pension plan liquidated a high-yield fixed-income investment and moved the assets to an existing core bond manager at an August board meeting.

11.04.20
Fixed-Income
Orange Park Police To Review Fixed-Income Mgrs.

A trustee has expressed concern over the universe ranking of the plan’s incumbent bond manager.

10.30.20
Fixed-Income
Midwest Trust Fund Eyes New FI Mandates Following Allocation Shakeup

A trust fund in the Midwest will look to remove fixed-income strategies at its board meeting today as it looks to add new fixed-income mandates.

10.29.20
Credit/Private Debt
West Coast Plan Approves Extended Credit RFP

A West Coast pension plan approved issuing a global extended credit RFP to potentially replace another manager today.

10.28.20
Asset Study/Review
Southern Plan Adjusts Asset Allocation

The plan eliminated its risk parity allocation and boosted its multi-sector bond portfolio to allow for both traditional and opportunistic investments.

10.28.20
Cash
Midwest Plan Discloses Cash Overlay Hire

A Midwestern state pension plan disclosed a hire in a cash overlay search launched in December.

10.27.20
Fixed-Income
Mid-Atlantic Plan Makes EMD Hire

A pension fund in the Mid-Atlantic region has hired a new emerging market debt manager after interviewing three firms.

10.26.20
Fixed-Income
Florida Plan Makes Core Bond Manager Change

The plan opted to hire one core manager to handle a $240 million portfolio, replacing its two existing incumbents, at a board meeting yesterday.

10.23.20