Word: portfolios
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These alternative assets contributed significantly to the decline in Harvard’s endowment—private equity holdings, which represented 13 percent of the University’s portfolio in 2009, fell 31.6 percent. Harvard Management Company’s investment strategies came under fire in the past year for investing the University’s endowment in private equity and other illiquid assets, which could not be sold easily to meet cash obligations...
...level in math and reading. By 2015, he wants 90% of all students to complete at least one Advanced Placement course before graduating. "Those are very ambitious goals," he admits. And ultimately they may be hindered by politics: Detroit's elected school board charges he is overstepping his financial portfolio and must relinquish control of academic affairs to the acting superintendent...
...Mother (the moral: if you want to buy something, save money first) and quickly becomes hands-on. Each entering class at Ariel - a K-8 public school that has partnered with a local money-management firm since the mid-1990s - is entrusted with a $20,000 investment portfolio, and by seventh grade, kids are deciding what to buy and sell (profits help pay for college). Last year, for the first time, the eighth-grade class graduated with less than the original $20,000. Talk about a teachable moment: stocks don't always go up. (See the 25 best back...
Since most ETFs only mirror a market index, such as the S&P 500, they won't outperform the index. But increasingly, investors see that outperformance quest as more of a pipe dream. "Only 20% of [mutual-fund] portfolio managers actually beat the index that they're tracking," says John Spallanzani, director of ETF sales and strategy at GFI Group. "So if you put your money in an ETF, you're basically beating 80% of the mutual-fund managers out there." ETFs are also more liquid than mutual funds, because they can be bought, sold or shorted throughout the trading...
Fees will clearly vary depending on the size of the fund as well as the fund manager's trading activity. In some cases, managers may occasionally adjust the weightings of certain stocks within an index, while others may aggressively manage the portfolio every day, all of which could affect fees. Before buying, experts advise scrutinizing the active ETF's fee structure and to check the fee frequently - since fund companies may offer a low fee up front to attract investors, then raise it later...