Word: portfolios
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...banks is just one reason why Congress is taking a closer look at the industry. Another is a recent series of cases involving abusive practices. Just last month, Chicago-based Kemper Financial Services agreed to pay more than $10 million to settle Securities Exchange Commission charges that a former portfolio manager had credited lucrative trades to his employee profit-sharing plan while dumping lesser transactions on two mutual funds. Also last month, First Investors Corp. settled charges brought by five states that had accused the firm of misleading customers, many of them retirees, who bought First Investors' risky junk-bond...
Because of these developments, "the University hopes in coming months to begin the re-examination of its investment policy with regard to portfolio firms operating in South Africa," the report says...
...buildings--located in Crystal City, Va., just a short drive from the nation's capital--constitute a sizable portion of Harvard's roughly $6 billion endowment, and make up nearly 50 percent of the endowment's real estate portfolio. As of June 30, 1992, the last date for which information is available, that portfolio was worth about $263 million...
...fiscal year ended June 30, the realestate portfolio returned O percent, compared witha return of 16.7 percent for the endowment as awhole. And over the last two years, Harvard's realestate investments have lost 3.5 percent of theirvalue, compared with a return of 14.2 percent forthe endowment
Gardner said the bill also leaves room for experimentation in student evaluations. In addition to standardized tests, student accomplishments could be measured by reviewing a portfolio of their work...