Word: assets
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...have more than enough money in safe havens to cover your short-term needs, how will you know when to shift some of it back into stocks? Hugh Johnson, chairman of First Albany Asset Management, says he would wait until the market showed a broad, consistent rise that lasts four to eight weeks. "I know I'll always be a little late to the party," he says. "That's O.K. with me." --With reporting by Cybele Weisser...
ETFs are stock funds that trade on an exchange like common shares of IBM or Coca-Cola. The first ones were launched in 1993. Amid heavy marketing by key players, including Barclays Global Investors and Merrill Lynch, asset growth has taken off in recent years, swelling nearly ninefold since 1998 to $88 billion in the U.S. etf inflows this year have already doubled the total from all of last year. ETFs have proved so popular that Barclays extended its line in July to include bonds, the first ETFs of that type. It's now possible to build a well-diversified...
Innovest's ratings are of particular interest to a growing class of fund managers, including pioneers Amy Domini of Domini Social Investments and Reto Ringger of Sustainable Asset Management, who limit their investments to companies that meet certain environmental and social criteria. Assets in U.S. socially screened funds surpassed $2 trillion last year, a 36% increase since 1999 and a rate of growth 1.5 times as fast as the average of other professionally managed U.S. funds, according to a Social Investment Forum study...
...advocate a healthy 40% allocation of your equity portfolio to non-U.S. stocks. You need to have at least 30% to 40% there to get that benefit, but any amount is good to start. Again, this concept of regularly investing in and adhering to a program of asset allocation and rebalancing--rebalancing is an incredibly healthy exercise because it forces you to put more money into whatever asset class has not performed well...
...repeat of its court battle last year with Anglo-Dutch concern Unilever, also over pension fund mismanagement. In that case, Unilever had alleged that returns on its pension fund had trailed the market by an amount larger than was permitted under the terms of its contract with Mercury Asset Management, which was acquired by Merrill in 1997. After almost two months in court, Merrill settled, paying Unilever a reported $115 million. Unhappily for Merrill, the outcome of these disputes has caught the attention of some of its other clients - including the British drugmaker AstraZeneca and England's Surrey County Council...