003 · Benchmarks · by asset class
Fixed Income.
186 distinct benchmarks from 16 index providers, named across 109 plans. Benchmarks are grouped by who publishes them; each table lists the plans that use the benchmark, the label they give the sleeve, and their document.
Bloomberg (95) · JPMorgan (16) · ICE BofA (14) · FTSE (7) · CPI / inflation-plus (5) · S&P (5) · Credit Suisse (4) · Custom blend (4) · Cash rate (3) · Morningstar (3) · Citi (2) · Russell (2) · MSCI (1) · Return target (1) · Not stated (7) · Unclassified (1)
Bloomberg
115 benchmarks · 95 plans
Bloomberg US Aggregate
36 plans
Bloomberg US Aggregate Bond
8 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Austin ERS | Fixed Income | Our copy | Plan's site |
| Chicago Fire | Core Fixed Income | Our copy | Plan's site |
| Indiana Public Retirement System | Fixed Income Fund | Our copy | Plan's site |
| Nebraska Schools | Core Bonds | Our copy | Plan's site |
| Nebraska State | Core Bonds | Our copy | Plan's site |
| Omaha School | Core Bonds | Our copy | Plan's site |
| South Carolina Retirement System Investment Commission | Bonds | Our copy | Plan's site |
| Texas County & District | Investment-grade Bonds | Our copy | Plan's site |
Bloomberg US TIPS
7 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Austin Fire | TIPS | Our copy | Plan's site |
| Illinois Universities | TIPS | Our copy | Plan's site |
| Louisiana Firefighters | Domestic TIPS | Our copy | Plan's site |
| Ohio PERS | TIPS | Our copy | Plan's site |
| Oklahoma PERS | US Fixed Income - TIPS | Our copy | Plan's site |
| Phoenix ERS | TIPS | Our copy | Plan's site |
| Vermont Pension Investment Commission | TIPS | Our copy | Plan's site |
Bloomberg Aggregate
6 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Teachers | U.S. Fixed Income | Our copy | Plan's site |
| Cook County ERS | Broad U.S. Fixed Income | Our copy | Plan's site |
| Louisiana Firefighters | Domestic Core Fixed Income | Our copy | Plan's site |
| Milwaukee City ERS | Opportunistic Fixed Income (Reams) · Opportunistic Fixed Income (Loomis Sayles) | Our copy | Plan's site |
| Mississippi PERS | Fixed Income · Core-Plus Fixed Income · U.S. Core Fixed Income | Our copy | — |
| Pennsylvania Municipal | Fixed Income · Investment Grade Fixed Income | Our copy | Plan's site |
Bloomberg US Universal Bond
5 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Arkansas Teachers | Fixed Income | Our copy | Plan's site |
| Jacksonville ERS | Fixed Income | Our copy | Plan's site |
| Jacksonville Police and Fire | Fixed Income | Our copy | Plan's site |
| Los Angeles Fire and Police | Total Fixed Income | Our copy | Plan's site |
| Ohio School Employees | Global Fixed Income | Our copy | Plan's site |
Bloomberg US High Yield
4 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Boston RS | High Yield/Credit Strategies | Our copy | — |
| District of Columbia Retirement Board | U.S. High Yield | Our copy | Plan's site |
| Employees' Retirement System of Rhode Island | Liquid Credit | Our copy | Plan's site |
| Vermont Pension Investment Commission | High-Yield Fixed Income | Our copy | Plan's site |
Bloomberg US Long Treasury
3 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Miami Fire and Police | Treasuries | Our copy | Plan's site |
| Minnesota State Board of Investment | U.S. Treasury - Long | Our copy | Plan's site |
| Ohio Teachers | Long Treasury Portfolio | Our copy | Plan's site |
Bloomberg US Universal
3 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio Teachers | Core Plus Fixed Income | Our copy | Plan's site |
| Oklahoma Teachers | Fixed Income | Our copy | Plan's site |
| West Virginia Investment Management Board | Fixed Income (Total Return) | Our copy | Plan's site |
Bloomberg Aggregate Bond
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Oklahoma PERS | US Fixed Income - Core · US Fixed Income - Core Plus · US Fixed Income - Constrained Core | Our copy | Plan's site |
| San Diego City ERS | U.S. Fixed Income | Our copy | Plan's site |
Bloomberg Capital ABS
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | Asset Backed | Our copy | Plan's site |
| Alabama Teachers | Asset Backed | Our copy | Plan's site |
Bloomberg Capital Agency
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | Agency · Yankee - Agency | Our copy | Plan's site |
| Alabama Teachers | Agency · Yankee - Agency | Our copy | Plan's site |
Bloomberg Capital Agency plus 3%
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | Alternative Investments (debt) | Our copy | Plan's site |
| Alabama Teachers | Alternative Investments (debt) | Our copy | Plan's site |
Bloomberg Capital Corp
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | Corporate · Yankee – Other | Our copy | Plan's site |
| Alabama Teachers | Corporate · Yankee – Other | Our copy | Plan's site |
Bloomberg Capital MTGE
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | CMO · Mortgage Pass-Through | Our copy | Plan's site |
| Alabama Teachers | CMO · Mortgage Pass-Through | Our copy | Plan's site |
Bloomberg Capital Treasury
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | US Treasury | Our copy | Plan's site |
| Alabama Teachers | US Treasury | Our copy | Plan's site |
Bloomberg US Treasury
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Minnesota State Board of Investment | U.S. Treasury (Broad Maturity) | Our copy | Plan's site |
| Nevada PERS | U.S. Bonds | Our copy | Plan's site |
17% Bloomberg Global High Yield (hedged), 17% S&P LSTA Leveraged Loan 100 , 33% Bloomberg Global High Yield (hedged) (qtr. lag), 33% S&P LSTA Leveraged Loan 100 (qtr. lag)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Hawaii ERS | Broad Growth - Global Credit | Our copy | Plan's site |
28.6% Bloomberg US HY 2% Capped / 28.6% S&P UBS Leveraged Loan / 42.8% blended 50% JPM EMB GD and 50% JPM GBI-EM GD
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles ERS | Credit Opportunities | Our copy | Plan's site |
33.34% Morningstar LSTA US Leveraged Loan 100 + 33.33% ICE BofA US High Yield + 20.00% Bloomberg Global Aggregate-Securitized + 13.33% JPMorgan EMBI Global Diversified + 0.8%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Teachers | Multi-Asset Credit | Our copy | Plan's site |
35% Bloomberg US HY , 35% Credit Suisse Leveraged Loans, 30% Blended EMD Benchmark
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Dallas Police and Fire | Public Credit | Our copy | Plan's site |
40% Bloomberg US Aggregate ex-Government + 30% Bloomberg US Government Bond + 30% Bloomberg US TIPS
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| MainePERS | Public Fixed Income | Our copy | Plan's site |
50% Barclays High Yield / 50% CSFB Leveraged Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Laborers | Liquid Opportunistic Credit | Our copy | Plan's site |
50% Bloomberg US Corporate + 50% Bloomberg Securitized MBS/ABS/CMBS
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Employees' Retirement System of Rhode Island | Investment Grade Fixed Income (ex-Treasuries) | Our copy | Plan's site |
50% Bloomberg US Corporate Bond / 50% Bloomberg US Corporate High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| San Francisco City & County ERS | Public Credit | Our copy | Plan's site |
50% Bloomberg/Barclays EM Hard Sovereign, 50% Bloomberg/Barclays EM USD Agg Corp
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Maryland State Retirement and Pension System | Credit - Non-U.S. | Our copy | Plan's site |
60% BC Aggregate + 40% BC TIPS
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Boston RS | Core Bonds/TIPS | Our copy | — |
60% Barclays Global Aggregate Credit (hedged), 20% ICE Developed Markets High Yield (hedged), 20% JPMorgan EMBI Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | Fixed Income - Extended Global Credit | Our copy | Plan's site |
75% Bloomberg Aggregate + 25% Bloomberg US Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Sacramento County ERS | Fixed Income | Our copy | Plan's site |
75% Bloomberg Global Aggregate / 25% Bloomberg Global High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Firefighters | Multisector Fixed Income | Our copy | Plan's site |
75% Bloomberg US Aggregate, 12.5% Bloomberg US High Yield, 12.5% J.P. Morgan EMBI Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Michigan Municipal | Global Fixed Income | Our copy | Plan's site |
80% Barclays US High Yield, 20% S&P/LSTA Leveraged Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Maryland State Retirement and Pension System | Credit - U.S. | Our copy | Plan's site |
80% Bloomberg US Treasury and 20% Bloomberg US Long Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Minnesota State Board of Investment | Treasury Protection | Our copy | Plan's site |
BB BC US Aggregate Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana SERS | Core Fixed Income | Our copy | Plan's site |
BB Global Agg Corporate Hedged
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Universities | Investment Grade | Our copy | Plan's site |
BB Long Government
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Universities | Long Duration | Our copy | Plan's site |
BC High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Municipal Police | High Yield | Our copy | — |
BarCap US Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Milwaukee County ERS | Core Fixed Income · Core Plus Fixed Income · Total Fixed Income | Our copy | Plan's site |
Barclays Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Teachers | Core Bond · Core Plus Fixed Income | Our copy | Plan's site |
Barclays Aggregate or Barclays Government Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| St. Paul Teachers | US Fixed Income | Our copy | Plan's site |
Barclays Global Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| St. Paul Teachers | Global Fixed Income | Our copy | Plan's site |
Barclays Government/Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Teachers | Fixed Income BB Aggregate Index | Our copy | Plan's site |
Barclays Govt./Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri DOT and Highway Patrol | Traditional Fixed Income | Our copy | Plan's site |
Barclays Long Duration US Government Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri DOT and Highway Patrol | Long Duration Securities | Our copy | Plan's site |
Barclays US Corp. High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri DOT and Highway Patrol | Opportunistic Debt | Our copy | Plan's site |
Barclays US Government Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri DOT and Highway Patrol | Core Fixed Income Securities | Our copy | Plan's site |
Barclays US Intermediate Aggregate ex. Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | Fixed Income - Principal Protection | Our copy | Plan's site |
Barclays US Intermediate Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri PSRS/PEERS | Public Credit Program | Our copy | Plan's site |
Barclays US Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri PSRS/PEERS | U.S. Treasury Securities | Our copy | Plan's site |
Blend of 3% ICE BofA 7-10 Year US Treasury , 2% ICE BofA US Treasury 10+ , 4% Bloomberg US Aggregate Value Unhedged USD , 4% Bloomberg US Corporate Credit 1-3 Year
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Kern County ERS | Fixed Income - Core | Our copy | Plan's site |
Blend of 5% Securitized (50% Bloomberg Non-Agency CMBS ; 33.33% Bloomberg ABS ; 16.67% JP Morgan CLOIE AAA ), 2.5% Morningstar LSTA Leverage Loan , 2.5% JP Morgan Emerging Market Bond Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Kern County ERS | Fixed Income - Credit | Our copy | Plan's site |
Blend: Bloomberg US Aggregate Bond and Bloomberg US Treasuries
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Connecticut Retirement Plans and Trust Funds | Core Fixed Income | Our copy | Plan's site |
Bloomberg 1-3 Year US Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Dallas Police and Fire | Short Term Investment Grade Bonds | Our copy | Plan's site |
Bloomberg 1-3 Yr Government/Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Cook County ERS | Short Duration Fixed Income | Our copy | Plan's site |
Bloomberg 1-5 Year US Government/Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| University of California | Core Fixed Income | Our copy | Plan's site |
Bloomberg 7-10 Year Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Missouri State Employees | U.S. Treasuries | Our copy | Plan's site |
Bloomberg Aggregate (Hedged)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Teachers | Global Income | Our copy | Plan's site |
Bloomberg Barc US Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| LA County ERS | Investment Grade Bonds | Our copy | Plan's site |
Bloomberg Barc US Long Treasury Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| LA County ERS | Long-term Government Bonds | Our copy | Plan's site |
Bloomberg Capital Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Baltimore City Employees | Fixed Income | Our copy | Plan's site |
Bloomberg Capital US Universal Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New Hampshire RS | Global Fixed Income | Our copy | Plan's site |
Bloomberg Global Aggregate (hedged)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Mississippi PERS | Global Fixed Income | Our copy | — |
Bloomberg Global Aggregate (unhedged)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Teachers | Global Fixed Income | Our copy | Plan's site |
Bloomberg Global Aggregate Float Adjusted Ex-CNY Bond (hedged to USD)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York State Teachers | Global Bonds | Our copy | Plan's site |
Bloomberg Global ex US Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| District of Columbia Retirement Board | International Bonds | Our copy | Plan's site |
Bloomberg Gov/Credit 1-3 Year
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Mississippi PERS | Short Duration Fixed Income | Our copy | — |
Bloomberg Government/Credit Bond or Bloomberg Aggregate Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Idaho PERS | Fixed Income (Non-Mortgage) | Our copy | Plan's site |
Bloomberg High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Phoenix ERS | High Yield Bonds | Our copy | Plan's site |
Bloomberg High Yield 2% Issuer Constrained
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New Mexico PERA | Liquid Credit | Our copy | Plan's site |
Bloomberg IT Gov't Bonds
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| District of Columbia Retirement Board | U.S. Intermediate Gov't Bonds | Our copy | Plan's site |
Bloomberg Intermediate US Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| San Francisco City & County ERS | U.S. Treasuries | Our copy | Plan's site |
Bloomberg LT Gov't Bonds
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| District of Columbia Retirement Board | U.S. Long Gov't Bonds | Our copy | Plan's site |
Bloomberg Long Liability
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | CERBT - U.S. Fixed Income · JRSII - U.S. Fixed Income · LRS - U.S. Fixed Income | Our copy | Plan's site |
Bloomberg Long Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Employees' Retirement System of Rhode Island | Long Duration Treasuries | Our copy | Plan's site |
Bloomberg Mortgage
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Idaho PERS | Fixed Income (Mortgage) | Our copy | Plan's site |
Bloomberg US 1-3 Year Government/Credit Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | SIP TRD - U.S. Fixed Income (1-3Y) | Our copy | Plan's site |
Bloomberg US Aggregate / FTSE World Government Bond Ex US / Bloomberg US High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alameda County ERS | Fixed Income | Our copy | Plan's site |
Bloomberg US Aggregate Bond (90%), Bloomberg US High Yield Ba/B 2% Issuer Cap (5%), and JP Morgan EMBI Global Core (5%)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Virginia RS | Fixed Income | Our copy | Plan's site |
Bloomberg US Aggregate Bond and Bloomberg US Long Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Pennsylvania School Employees | Investment Grade | Our copy | Plan's site |
Bloomberg US Aggregate Float Adjusted Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York State Teachers | Domestic Fixed Income | Our copy | Plan's site |
Bloomberg US Corporate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio PERS | Investment Grade Credit | Our copy | Plan's site |
Bloomberg US Corporate High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio PERS | High Yield | Our copy | Plan's site |
Bloomberg US Corporate High Yield Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Pennsylvania School Employees | Credit-Related | Our copy | Plan's site |
Bloomberg US Government
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Wyoming Public Employees | U.S. Government Debt | Our copy | Plan's site |
Bloomberg US Government Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Milwaukee City ERS | Passive Fixed Income | Our copy | Plan's site |
Bloomberg US Govt/Credit
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Fairfax County Schools | Fixed Income (Loomis Sayles) | Our copy | Plan's site |
Bloomberg US Govt/Credit 1-3 Yr
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Phoenix ERS | Short Duration Bonds | Our copy | Plan's site |
Bloomberg US High Yield 2% Issuer Cap
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Connecticut Retirement Plans and Trust Funds | Non-Core Fixed Income | Our copy | Plan's site |
Bloomberg US High Yield 2% Issuer Capped Cash Pay (LF89TRUU)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas ERS | Public Credit · Insurance & Benefits Fund - Public Credit | Our copy | Plan's site |
Bloomberg US Intermediate Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| San Diego County ERA | Risk-Reducing Fixed Income | Our copy | Plan's site |
Bloomberg US Intermediate Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio Teachers | Liquid Treasury Portfolio | Our copy | Plan's site |
Bloomberg US Intermediate Treasury (LT08TRUU)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas ERS | Rates | Our copy | Plan's site |
Bloomberg US Long Government/Credit Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Fire and Police | Long Duration | Our copy | Plan's site |
Bloomberg US Long Treasury (LUTLTRUU)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas Teachers | Government Bonds – Nominal | Our copy | Plan's site |
Bloomberg US TIPS (0-5 yrs)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| LA County ERS | TIPS | Our copy | Plan's site |
Bloomberg US TIPS 1-5 Year
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Fire and Police | TIPS | Our copy | Plan's site |
Bloomberg US TIPs , Series L
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | CERBT - TIPS · JRSII - TIPS · LRS - TIPS · CEPPT - TIPS | Our copy | Plan's site |
Bloomberg US Treasury 1-5 Year
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio PERS | U.S. Treasury | Our copy | Plan's site |
Bloomberg US Treasury TIPS (LBUTTRUU)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas Teachers | Government Bonds – Real | Our copy | Plan's site |
Bloomberg US-Universal Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Delaware State Employees | Fixed Income | Our copy | Plan's site |
Bloomberg UST 20+ Year Treasury
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Oklahoma PERS | US Fixed Income - Rate Anticipation | Our copy | Plan's site |
Custom (67% Bloomberg US High Yield 2% Issuer Capped + 33% JP Morgan EMBI Global )
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Iowa PERS | Public Credit | Our copy | Plan's site |
Custom Blend: 70% Credit Suisse Leveraged Loans; 30% Bloomberg US Corporate High Yield + 1%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| LA County ERS | Credit | Our copy | Plan's site |
Custom Bloomberg Corporate ex Sov
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | Income - Investment Grade Corporates | Our copy | Plan's site |
Custom Bloomberg Government
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | Income - Treasury | Our copy | Plan's site |
Custom Bloomberg High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | Income - High Yield | Our copy | Plan's site |
Custom Bloomberg Mortgage
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | Income - Mortgage-Backed Securities | Our copy | Plan's site |
Custom Fixed Income Benchmark (84% Bloomberg US Aggregate Bond , 8% ICE BofA US High Yield Cash Pay , 8% Custom Global Bank Loan )
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Municipal | Fixed Income | Our copy | Plan's site |
Custom Long-Term Fixed Income (60% Bloomberg US Treasury Long and 40% Bloomberg US TIPS 10+ Year )
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Seattle ERS | Long-Term Fixed Income | Our copy | Plan's site |
Custom benchmark of 50% Bloomberg Non-Agency Investment Grade CMBS: BBB Unhedged USD and 50% Bloomberg Non-Agency CMBS Agg Eligible Value Unhedged USD
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio PERS | Securitized Debt | Our copy | Plan's site |
Custom benchmark: 50% Barclays US Intermediate Aggregate ex. Credit, 27% Barclays Global Aggregate Credit (hedged), 9% ICE Developed Markets High Yield (hedged), 9% JPMorgan EMBI Global Diversified , 5% Morningstar LSTA Leveraged Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | Fixed Income (Aggregate) | Our copy | Plan's site |
Custom benchmark: 50% Bloomberg Global Aggregate Credit USD Hedged, 16.7% ICE BofA Developed Markets High Yield USD, 16.7% JP Morgan Emerging Markets Bond Global Diversified USD, 16.7% S&P UBS Leveraged Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Fire and Police | Global Credit | Our copy | Plan's site |
Floating based on public/private mix: High Yield – Bloomberg US High Yield ; Bank Loans – LSTA Leveraged Loan ; Emerging Market Debt – Bloomberg Emerging Market indices; Private Credit - LSTA Leveraged Loan + 1.75%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Florida RS | Active Credit | Our copy | Plan's site |
Global Aggregate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Police | Global Multi Sector Fixed Income | Our copy | Plan's site |
Government/Credit Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Idaho PERS | Alternative Investments (Debt) | Our copy | Plan's site |
Morningstar LSTA Performing Loan (50%) and Bloomberg US High Yield Ba/B 2% Issuer Cap (50%)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Virginia RS | Credit Strategies | Our copy | Plan's site |
JPMorgan
16 benchmarks · 16 plans
50% JPM EM Bond - Global Diversified + 50% JPM Corp. EM Bond - Broad Hedged
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Universities | Emerging Market Debt (EMD) | Our copy | Plan's site |
50% JPM EMBI Global Diversified / 50% JPM GBI-EM Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Firefighters | Emerging Market Debt (Blended Currency) | Our copy | Plan's site |
50% JPM EMBI Global Diversified ex GCC + 50% JPM GBI-EM Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| West Virginia Investment Management Board | Fixed Income (Emerging Markets) | Our copy | Plan's site |
50% JPM GBI-EM + 50% JPM EMBI
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Boston RS | Emerging Market Debt | Our copy | — |
50% JPM GBI-EM Global Diversified / 50% JPM EMBI Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| District of Columbia Retirement Board | Emerging Markets Bonds | Our copy | Plan's site |
Custom EMD Benchmark (50% JPMorgan EMBI Global Diversified, 25% JPMorgan GBI-EM Global Diversified, 25% JPMorgan CEMBI Broad)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Austin Fire | Emerging Market Debt | Our copy | Plan's site |
Custom JP Morgan EMBIG Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | Income - Emerging Market Sovereign Bonds | Our copy | Plan's site |
Custom benchmark of 50% JP Morgan Emerging Markets Bond Global and 50% JP Morgan Government Bond -Emerging Markets Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio PERS | Emerging Markets Debt | Our copy | Plan's site |
EMBI Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Mississippi PERS | Emerging Markets Debt | Our copy | — |
JPM CLOIE BB
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Employees' Retirement System of Rhode Island | Collateralized Loan Obligations (CLOs) | Our copy | Plan's site |
JPM EMBI Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Phoenix ERS | Emerging Market Bonds | Our copy | Plan's site |
JPM GBI-EM Global Diversified
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Municipal Police | Emerging Market Debt | Our copy | — |
JPM GBI-EM Global Diversified (Unhedged)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Laborers | Emerging Markets Debt | Our copy | Plan's site |
ICE BofA
13 benchmarks · 14 plans
ICE BofA US High Yield
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Teachers | US High Yield Bonds | Our copy | Plan's site |
| Miami Fire and Police | High Yield Bonds | Our copy | Plan's site |
40% ICE BofA 1-3 yr. A-BBB US Corporate + 60% CS Leverage Loans + 1%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas Municipal | Credit | Our copy | Plan's site |
50% BofA High Yield + 50% CS Leveraged Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Sacramento County ERS | Public Credit | Our copy | Plan's site |
50% ICE BofA High Yield, 50% Credit Suisse Leverage Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Austin Fire | High Yield/Bank Loans | Our copy | Plan's site |
Custom Credit (40% ICE BofA High Yield Master II , 40% Credit Suisse Leveraged Loan , 20% JPM EMBI Global Diversified )
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Seattle ERS | Credit Fixed Income | Our copy | Plan's site |
ICE BofA All US Convertibles ex-Mandatory
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York City ERS | Convertible Bonds | Our copy | — |
ICE BofA BB-B US High Yield Constrained
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York State Teachers | High Yield Bonds | Our copy | Plan's site |
ICE BofA High Yield Cash Pay Fossil Free
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| University of California | High Yield Fixed Income | Our copy | Plan's site |
ICE BofA High Yield Master Trust II
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Houston Municipal | Fixed Income – Non-Investment Grade | Our copy | Plan's site |
ICE BofA US High Yield Constrained
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| San Diego County ERA | Return-Seeking Fixed Income | Our copy | Plan's site |
ICE ICE BofA (BofA ML) US High Yield Master II Constrained
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio Police & Fire | High Yield | Our copy | Plan's site |
ICE ICE BofA High Yield Master II Constrained
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Fire and Police | High Yield Bonds | Our copy | Plan's site |
ICE/BoA Global HY Constrained Hedged
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Universities | High Yield | Our copy | Plan's site |
FTSE
5 benchmarks · 7 plans
Citi WGBI
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Boston RS | Global Bonds | Our copy | — |
| Vermont Pension Investment Commission | Global Fixed Income | Our copy | Plan's site |
WGBI Non-US
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | International Fixed Income | Our copy | Plan's site |
| Alabama Teachers | International Fixed Income | Our copy | Plan's site |
FTSE High Yield Market
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Houston Police | High Yield | Our copy | Plan's site |
FTSE High-Yield Cash-Pay
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas County & District | Strategic Credit | Our copy | Plan's site |
FTSE US Large Pension Fund Baseline Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Tennessee Consolidated Retirement System | Core Fixed Income Securities | Our copy | Plan's site |
CPI / inflation-plus
5 benchmarks · 5 plans
Bloomberg 1-10 Year Treasury Inflation Protected Securities (TIPS)
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| West Virginia Investment Management Board | TIPS | Our copy | Plan's site |
Bloomberg US 10 Year Breakeven Inflation
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Texas County & District | TIPS | Our copy | Plan's site |
Bloomberg US Government Inflation-Linked Bond
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Ohio Police & Fire | U.S. Inflation Linked Bonds (TIPS) | Our copy | Plan's site |
Bloomberg US Inflation-Linked
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York City ERS | TIPS | Our copy | — |
Bloomberg US Treasury Inflation Notes: 1-10 Year
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Wyoming Public Employees | U.S. TIPS | Our copy | Plan's site |
S&P
5 benchmarks · 5 plans
25% ICE BofA US Cash Pay High Yield Constrained , 25% S&P UBS Leveraged Loan , 25% JPM EMBI Global Diversified , 25% ICE BofA AA-BBB US Fixed and Floating Rate Asset-Backed Securities
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Minnesota State Board of Investment | Return-Seeking Fixed Income | Our copy | Plan's site |
33.3% ICE BofA US High Yield Master II Constrained / 33.3% S&P UBS Leveraged Loan / 33.3% Emerging Market Debt Blend
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| San Diego City ERS | Return-Seeking Fixed Income | Our copy | Plan's site |
S&P LLI 50%/ICE BofA High Yield 50%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Houston Firefighters | High Yield Bonds | Our copy | Plan's site |
S&P UBS Leveraged Loan
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Miami Fire and Police | Bank Loans | Our copy | Plan's site |
S&P US LSTA Leveraged Loan Hedged
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Universities | Bank Loans | Our copy | Plan's site |
Credit Suisse
3 benchmarks · 4 plans
CS Leveraged Loan
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Baltimore City Employees | Alternative Investments (Leveraged Loans) | Our copy | Plan's site |
| District of Columbia Retirement Board | Bank Loans | Our copy | Plan's site |
CSFB Leveraged Loans
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Louisiana Municipal Police | Bank Loan | Our copy | — |
Credit Suisse Leveraged Loans
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York City ERS | Leveraged Loans | Our copy | — |
Custom blend
4 benchmarks · 4 plans
25%IG+30%HY+30%EMD+15%BL Blend Hedged
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Illinois Universities | Total Public Credit | Our copy | Plan's site |
Blended Benchmark
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Wyoming Public Employees | Total Fixed Income | Our copy | Plan's site |
Custom Fixed Income Blend
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| California PERF | LTC - Global Fixed Income | Our copy | Plan's site |
Relevant style/blended benchmark depending on mandate
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Oklahoma Police | Multi-Sector Fixed Income | Our copy | Plan's site |
Cash rate
3 benchmarks · 3 plans
24% Bloomberg US Aggregate Bond , 24% Return-Seeking Fixed Income Benchmark, 40% Treasury Protection Benchmark, 12% ICE BofA US 3-Month T-Bill
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Minnesota State Board of Investment | Fixed Income and Cash | Our copy | Plan's site |
3-Month LIBOR + 3%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Chicago Police | Diversified Fixed Income · Absolute Return Fixed Income | Our copy | Plan's site |
ICE BofA US 3-Month T-Bill rate plus 1%
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Fire and Police | Unconstrained Fixed Income | Our copy | Plan's site |
Morningstar
2 benchmarks · 3 plans
Morningstar LSTA Leveraged Loan
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | Fixed Income - U.S. Bank Loans | Our copy | Plan's site |
| New Mexico PERA | Illiquid Credit | Our copy | Plan's site |
Morningstar LSTA Leveraged Loans
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Phoenix ERS | Bank Loans | Our copy | Plan's site |
Citi
3 benchmarks · 2 plans
Citi BB & B Fixed Income
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York City ERS | Enhanced Yield | Our copy | — |
Citi Core +5 Fixed Income
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York City ERS | Core+ 5 | Our copy | — |
Citi TIPS
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Tennessee Consolidated Retirement System | Inflation Indexed Bonds | Our copy | Plan's site |
Russell
2 benchmarks · 2 plans
FTSE / Russell USBIG
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New Mexico Educational | Core Bonds | Our copy | Plan's site |
Russell 3000
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | Domestic Equity (Aggregate) | Our copy | Plan's site |
MSCI
2 benchmarks · 1 plan
MSCI ACWI IMI ND
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | Global Equity (Aggregate) | Our copy | Plan's site |
MSCI ACWI ex-US IMI ND
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Los Angeles Water and Power | International Equity (Aggregate) | Our copy | Plan's site |
Return target
1 benchmark · 1 plan
10% Absolute Annual Return
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| New York City ERS | Opportunistic Fixed Income | Our copy | — |
Not stated
6 benchmarks · 7 plans
Custom Benchmark
2 plans
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alabama ERS | Domestic Fixed Income | Our copy | Plan's site |
| Alabama Teachers | Domestic Fixed Income | Our copy | Plan's site |
Custom Fixed Income Benchmark
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Cook County ERS | Total Fixed Income | Our copy | Plan's site |
Domestic Fixed Income Benchmark
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Oklahoma Fire | Other Fixed Income | Our copy | Plan's site |
High yield corporate debt benchmarks
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Alaska Retirement Management Board | Domestic Fixed Income - High Yield | Our copy | Plan's site |
Not explicitly named in IPS
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| North Dakota Teachers | Global Fixed Income · Investment Grade · Non-Investment Grade | Our copy | Plan's site |
Relevant benchmark
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| Oklahoma Police | Absolute Return Fixed Income | Our copy | Plan's site |
Unclassified
1 benchmark · 1 plan
ICE Bank of America High Yield
1 plan
| Plan | Labelled as | IPS | Source |
|---|---|---|---|
| West Virginia Investment Management Board | Fixed Income (Credit Opportunities) | Our copy | Plan's site |