Word: portfolios
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Dates: during 1970-1979
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...plans to shift into three-to-five year Treasury notes and perhaps municipal bonds to lock in the higher rates. Less than one-quarter of his assets are in stocks. Says Weidenbaum: "I have been the typical small investor who gets burned repeatedly. I have had a diversified portfolio of lemons...
...ACSR also concluded that Harvard's portfolio management practices result in a return that is 2 per cent higher than the average return on common stocks. Because 46 per cent of Harvard's stocks are in MOSA companies, exclusion of those corporations as possible investments would lead to an annual 46-per-cent reduction in the increased dividends, the committee stated. That, in addition to an expected drop in donations of securities, would result in estimated losses of $4.8 to 9.8 million annually...
...roughly a week the ACSR will complete and issue a report on the South African operations of the 49 portfolio companies, companies in Harvard's portfolio, that have operations. This report is based on the answers to the Sullivan questionnaire, answers to letters written by Harvard, and answers to the IRRC questionnaire. It's difficult to generalize about the contents of those questionnaires and the contents of the data we collected. I think it would be sufficient for the moment to say, first, that they do not paint a rosy picture of the situation in South Africa, and secondly, there...
...estimate of $5 is based on inflated brokerage commissions. Moreover, no one is calling for instantaneous divestiture; if the stocks were sold over a period of a year or so, the cost would be considerably less. In any case, Harvard normally turns over 20-30 per cent of the portfolio each year. More realistic estimates, based on Stanford University's figures for one-time costs, lead to a sum under $1 million...
Inflation eats away at the real value of the Harvard endowment, the guarantor of the University's immortality, even as the number of dollars in the portfolio reaches new heights. A major goal of the fund drive will be to raise money to endow chairs for current Faculty members, so the Faculty can re-allocate the money it now uses to pay them. Roughly $80 million in fund drive revenues will probably go towards this end, the largest single item on the fund drive's list, according to tentative figures supplied by Peter F. Clifton '49, director of the Harvard...