Fixed-Income

Fixed-Income
Florida Plan Adds Short-Duration Manager

The plan will fund the allocation from its intermediate bond manager.

12.01.22
Multi-Asset/Investment Advisor
Davidson Investment Advisors Acquiring Caprin Asset Management

Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.

11.23.22
Consultant/OCIO/Discretionary
Mid-Atlantic Trust Seeking Investment Advisor

The trust’s incumbent consultant is on a six-month contract.

11.23.22
Fixed-Income
New England Institution Adds Fixed-Income Fund, Rebalances Endowment

The institution added a floating rate fixed-income fund within its short-term pool and reduced its investment with a hedge fund manager to fund increased domestic equity and international equity investments within its endowment.

11.22.22
Alternatives
Southern Trust Company Eyes Up To $625 million Annually To Alternative Assets

The trust company is looking to commit $150 million to $625 million annually to alternative assets, including alternative fixed-income, hedged equity and private debt, within its endowment.

11.22.22
Private Equity
New England Plan Begins HY Bond, Secondary PE Searches

The plan has issued the RFPs after approving the searches last month.

11.21.22
Fixed-Income
Southeast Plan Approves Fixed-Income Replacement Search

The plan will search for a new core-plus fixed-income firm after recent asset losses and a change in ownership experienced by its incumbent manager.

11.21.22
Fixed-Income
Midwest Plan Slates Bond Manager RFPs

The plan approved RFPs for short-term TIPS, long-term government bond and short-term investment grade bond managers at a meeting held last month.

11.21.22
Fixed-Income
Calif. City Plan Revises Return-Seeking FI Structure; Approves RE Commitment

The plan removed a manager structure constraint for its return-seeking fixed-income portfolio and approved a value-add real estate commitment with an existing manager this month.

11.16.22
Fixed-Income
Southern Plan Seeking Short-Term Fixed-Income Mgr.

The plan will fund the new manager by selling off current fixed-income investments.

11.15.22