Word: indexation
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...providing the information dictated by the code of conduct, which could potentially lead to smaller shareholder profits. Certainly there are benefits to maximizing the return on Harvard’s endowment, but there need not be a stark choice between profitability and environmental consciousness. The KLD Domini 400, an index of socially responsible companies, has outperformed the S&P 500 for 1-year, 3-year, 5-year and 10-year returns. Concern for the environment does not invite imminent financial collapse...
...INDICATORS The Santa Effect? A closely watched index of U.S. manufacturing activity showed the sector leapt to its highest level in 20 years last December, maintaining growth for the sixth straight month...
...hurry, and don't chase what has been hot (always good advice). I'm a fan of index funds, but they won't serve you well if half the market falls and half rises. Start now and build exposure to large, defensive consumer stocks like Pfizer and Anheuser-Busch. Fund investors won't find a lot of managers who have invested in these laggards; most funds are playing the cyclical theme, which could work a while yet. But Exeter Tax Managed and AmSouth Select Equity funds are loaded with consumer-goods stocks, making certain that when the shift comes, they...
...invest anywhere, you have to be patient. To invest in Japan, you have to be masochistic. On Dec. 29, 1989, Japan's Nikkei 225 stock index closed at 38,915.87. Some 14 years later, the Nikkei is at 10,410.15--a 73% cumulative loss during a period when U.S. stocks quadrupled in value. Yet suddenly the Japanese market is hopping. The Nikkei is up 17% this year, just a hair behind U.S. stocks...
...fund side, there are three main ways to buy Japan: through a single-country version (such as Fidelity Japan), an Asia regional (such as Vanguard Pacific Stock Index) or a diversified foreign fund (such as T. Rowe Price International Stock). Remember that Japan makes up about 9% of the value of all world stock markets, according to Morgan Stanley Capital International. For most folks, a diversified foreign fund with roughly 10% in Japan is plenty. Oakmark International and Tweedy, Browne Global Value offer moderate exposure to Japan; Longleaf International lately has a bigger stake there. all three funds have reasonable...