Word: portfolios
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...counted in the Chronicle's comparison were the million dollar salaries earned by some Harvard Management Company (HMC) officials. Jonathan S. Jacobson, a vice president managing the equity portfolio, received...
...performance also fell 0.4 percent short of HMC's internal benchmark, the Policy Portfolio, which it uses to determine the success of its year...
Regarding specific aspects of the portfolio: domestic equities returned 29.7 percent, foreign equities gained 4.7 percent, emerging market securities rose 0.7 percent and high-yield securities advanced 15.1 percent...
Over those four years, the endowment's average annual performance was 13.7 percent. This return was two percent above the Policy Portfolio and 2.1 percent higher than the median fund as measured by TUCS...
During this time period, HMC exceeded the consumer price index inflation rate by 10.8 percent--considerably above the company's six percent target. It also bested the Policy Portfolio by two percent, a margin above its goal of between 1.5 and two percent. According to the letter, HMC does not believe such a margin is sustainable