Word: portfolios
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...addition, Meyer outlined a clear schedulefor asset allocation, known as a policy portfolio,to cover the next several years. And he announcedplans to scrap the widely used standard againstwhich HMC had long measured its performance--aconventional "vanilla portfolio" of stocks andbonds--in favor of a new system of internalbenchmarks based on the policy portfolio...
...famous portfolio manager dodge," saidone financial expert who spoke on condition ofanonymity. "Eventually you can always find astandard against which you can perform well...
...think over time our policy portfolio willslightly outperform the average universityendowment, and I think that we will succeed inmodestly outperforming the policy portfolio," hesaid. "Put the two together, and we'll have a nicerecord...
...then turn around and invest it in riskless medium-term Treasury securities that earn about 6%. The three-point spread is almost pure profit, with few administrative costs. In the past 12 months, lenders have increased their holdings of Treasury bills and notes 23%, to $630 billion, while their portfolio of business loans dropped 4%, to $594 billion...
...valuation of the private placement portfolio is highly subjective," said Albert F. Gordon, Jr. '59, a longtime benefactor of the University. "Since there is no current market price for these investments, and a valuation depends on best estimates, these best estimates can vary greatly, as so many investors have learned the hard wayin recent years...