Passive Fixed-Income

Fixed-Income
Midwest Plan Approves New FI Portfolio Structure 

A Midwestern pension plan approved a new fixed-income portfolio structure today.

11.23.21
Passive Equity
New England Plan Names Index Provider Finalists

The plan will interview two finalists in its index provider search later this month.

11.05.21
Passive Equity
West Coast Plan Slates Passive Mgr. Search

Plan will see a firm for passive U.S. and non-U.S. equities, fixed-income and real assets investment management services.

11.05.21
Passive Equity
Midwest Plan Selects Two In Passive Mgmt. Search; Approves New A/A Targets

The plan hired two passive investment managers at a board meeting last week following interviews.

10.12.21
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, Fixed-Income Portfolios

The plan moved its four index funds with Vanguard Group to index funds with Fidelity Investments.

09.15.21
Fixed-Income
Northwest 457 Shakes Up Equity, Fixed-Income Portfolios

A Northwestern 457 deferred compensation plan terminated three investment managers to simplify its investment menu.

09.10.21
Passive Equity
West Coast Plan Begins Global Index Provider Search

The plan is searching for index managers to handle $8.8 billion.

09.09.21
Credit/Private Debt
Calif. Plan To Issue Illiquid Credit Emerging Mgr. Program, Passive FI Mgr. RFPs

The plan agreed to advance RFPs for an illiquid credit emerging manager program and passive fixed-income manager.

09.09.21
Passive Equity
West Coast Plan Approves Global Index, Real Estate Consultant RFP

The plan will put its $8.9 billion index funds and real estate consultant services out to bid.

08.24.21
Consultant/OCIO/Discretionary
Calif. Plan To Conduct Consultant Search; Retains PE Advisor

The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.

08.11.21