Fixed-Income

Domestic Equity
Rocky Mountain Plan Shakes Up U.S. Equity Portfolio

The plan recently hired a domestic small- to mid-cap growth equity manager and terminated a domestic large-cap firm.

03.01.21
International / Global / Emerging Markets
Midwest Plan Concludes EMD Search; Reviews A/A Options

The plan disclosed the hire of a new emerging market debt manager at today’s board meeting.

02.26.21
Searches And Hires
Southern Plan Searching For Small-Cap Value Replacement

A plan in the South will conduct a search to replace a domestic small-cap value equity manager and may receive replacement options as soon as its next meeting in May.

02.24.21
Fixed-Income
Northeast Plan Begins Core Fixed-Income Search

The plan is looking to hire a core fixed-income manager to handle up to $35 million.

02.24.21
Equity
Northeast Plan Begins Equity Structure Review; Mulling New Strategies

The plan received an initial presentation on potential changes and new strategies within its equity portfolio at a meeting today.

02.24.21
Consultant/OCIO/Discretionary
Midwest University Retains Investment Consultant

A university based in the Midwest retained its investment consultant for its assets at a meeting last week.

02.24.21
Surveys/Studies
Endowments Must Explore Non-Core Positions To Meet Targeted Returns Amid Uncertain Market Environment: Study

Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.

02.19.21
Fixed-Income
Windy City Plan Adds To Watch List

Plan added a fixed-income manager to its watch list today and has scheduled a presentation from an underperforming equity manager for next month.

02.18.21
Asset Study/Review
Midwest University Considers Allocation Changes

A university based in the Midwest is considering changes to its asset allocation targets.

02.18.21
Announcements
U.S. Bank Appoints Fixed-Income ESG Head

U.S. Bank has appointed a managing director and head of ESG for its fixed-income and capital markets business.

02.17.21