Global Principal Protection Manager Search


PCA is in the process of identifying a qualified investment management organization to manage a Global Principal Protection strategy on behalf of one of our public fund clients. Proposed strategies should be similar in construction and exposure to the Bloomberg Barclays Global Intermediate Aggregate ex. Credit Index (hedged). Strategies should generally be duration-neutral to the benchmark and contain only minimal amounts of credit risk. Strategies should primarily consist of high quality global sovereign, supranational, and agency bonds/securities. The selected manager is expected to manage approximately $600 million, however, this amount will vary depending on a number of factors yet to be determined. One manager is expected to be selected. Proposals are due no later than May 5, 2017.    


Please download the RFI here:

2017 PCA Global Principal Protection RFI.DOC

 


 

 

U.S. Principal Protection Manager Search


PCA is in the process of identifying a qualified investment management organization to manage a U.S. Principal Protection strategy on behalf of one of our public fund clients. Proposed strategies should be similar in construction and exposure to the Bloomberg Barclays U.S. Intermediate Aggregate ex. Credit Index. Strategies should generally be duration-neutral to the benchmark and contain only minimal amounts of credit risk. Strategies should primarily consist of high quality U.S. government and agency bonds/securities. The selected manager is expected to manage approximately $375 million, however, this amount will vary depending on a number of factors yet to be determined. One manager is expected to be selected. Proposals are due no later than May 5, 2017.  

 

Please download the RFI here:

2017 PCA U.S. Principal Protection RFI.DOC

 


 


Transition Manager Search – OPEB Trust Client


Pension Consulting Alliance, LLC (PCA) is issuing this Request for Information (RFI) for transition management services and capabilities. Electronic submissions are due by 5:00pm PT, Friday, April 7, 2017. Hard copies may arrive the following business day.


Please download the RFI here:

2017-03 PCA Transition Manager RFI.DOC

2017-03 PCA Transition Manager RFI.pdf