Essex Searches for Core-Plus Bonds

M. S.
May 2007
Investment Management Weekly;5/14/2007, Vol. 20 Issue 19, p2
The article reports on the issuance of a request for proposals (RFP) by Essex Regional Retirement for a manager to oversee an approximately $50 million mandate in the core or core-plus fixed-income. According to the RFP, the proposed product must have outperformed the Lehman Aggregate Bond Index over the three- and five-year trailing period until 2007. Its current roster of bond managers includes Loomis Sayles & Co. and MFS Investment Management.


Related Articles

  • Lowell Launches Dual Searches. Lewis, Jakema // Investment Management Weekly;2/7/2005, Vol. 18 Issue 5, p2 

    Reports on the requests for proposals (RFP) issued by Lowell Retirement System for two portfolio managers as of February 2005. Total budget allotted by the company for its RFP; Value of the company's total assets.

  • Loomis staff departures lead to lost accounts. Kelly, Bruce // Pensions & Investments;11/1/1999, Vol. 27 Issue 22, p4 

    Reports that Loomis, Sayles & Co. has lost $884 million in assets from clients due to staff departures and changes in portfolio styles. Loss of bond portfolios run by Rahim Manji; Liquidation of Pacific Investment Management Co.'s hospital account; Reorganization at Loomis.

  • Wisconsin Lutheran Fund Seeks New Consultant. Sorondo, Marc // Investment Management Weekly;1/14/2008, Vol. 21 Issue 2, p1 

    The article reports on the request for proposal issued by the Wisconsin Evangelical Lutheran Synod (WELS) Investment Fund for a consultant to assist with investment decision regarding its $120 million assets. The investment fund offers portfolios for 120 churches, schools, and other Lutheran...

  • CHANGES AHEAD.  // Pensions & Investments;6/23/2008, Vol. 36 Issue 13, p42 

    The article presents news briefs related to fund management. A request for proposal (RFP) for an active international core equity manager to run $5.5 million has been issued by Swampscott, Massachusetts Retirement Board. A RFP for an active domestic large-cap core equity manager to run about $16...

  • City of Medford Launches Core-Plus Search. Sorondo, Marc // Investment Management Weekly;4/14/2009, p2 

    The article reports on the request for proposal (RFP) issued by the City of Medford Contributory Retirement System in Massachusetts for an investment manager to oversee a $10 million core-plus fixed-income mandate for the plan. Based on the Massachusetts Public Employee Retirement Administration...

  • Once Investors Flee Bonds, Equities Will Be Ready For Their Close-Up. Morgan, John // Money Management Executive;3/15/2010, Vol. 18 Issue 11, p1 

    The article reports on the prediction of experts about the development of equities and equity mutual funds rally in New York. Vice chairman and portfolio manager Daniel Fuss of Loomis Sayles & Co. LLC states that the capital markets have re-liquified, which has never happened before. Meanwhile,...

  • Fund-of-Funds Search On At Essex. M. S. // Investment Management Weekly;6/16/2008, Vol. 21 Issue 24, p5 

    The article announces that the Essex Regional Retirement System in Massachusetts is looking for a hedge fund-of-funds to oversee around $13.5 million as stated in its request for proposal (RFP). With about $23.5 million in hedge fund investments through the Massachusetts Pension Reserves...

  • Watertown Launches Mid-Cap Search. Lewis, Jakema // Investment Management Weekly;4/10/2006, Vol. 19 Issue 14, p2 

    Reports on the search for a mid-capitalization value manager launched by pension plan funding system Watertown Retirement System in the U.S. in March 2006. Reason behind the move of Watertown; Overview of the requests for proposal issued by Watertown.

  • Untitled.  // Investment Management Weekly;4/10/2006, Vol. 19 Issue 14, p7 

    Presents an update on requests for proposal for fund management issued by pension plan funding organizations in the U.S. for the week ending April 5, 2006. California Public Employees' Retirement System; Massachusetts Pension Reserves Investment Management Board; City of Los Angeles Savings and...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics