While most investors have been focusing on the equity portion of their portfolios, conscientious investors like Ellis are tweaking their bond portfolios
in light of today's economic forecast.
FOR HIGH-NET-WORTH CLIENTS with fixed-income investable assets over $500,000, firms might consider designing customized bond portfolios
that meet each client's unique financial goals and risk tolerance.
Canadian Pacific Railway (TSX/NYSE: CP) today announced it has awarded management of the Canadian equity and bond portfolios
in its defined benefit pension fund to seven external fund managers.
with No Wraparound Contract: At the other end of the spectrum, some plan sponsors have elected to do away with the practice of book value accounting, generally as a result of a decision to direct funds into marketable bond portfolios
returns were disappointing in the second quarter: The median returns of both US Bond portfolios
and Global Bond portfolios
The new funds include two equity portfolios, two taxable bond portfolios
and one tax-exempt bond portfolio
Notice how the investments within Shearson Lehman's bond portfolios
in retirement accounts changed over the past 10 years:
US Bond portfolios
outperformed Global Bond portfolios
in the first quarter, with a return of 1.
As the mutual fund industry's leading advocate for indexing, we are pleased to launch these three new bond Portfolios
, each of which offers the unique advantages of indexing -- broad diversification, relative performance predictability, and exceptionally low cost," said Vanguard Chairman John C.
The audit risk alert on benefit plans reminds auditors that the widely varying market values of stock and bond portfolios
and defaults by junk bond issuers may have a significant negative effect on the value of benefit plan assets.
The processes used to build the new bond portfolios
rely on a combination of bottom-up security selection and top-down macro-economic analysis," said Chief Investment Officer for Fixed Income G.
The industry's economic strength was weakened by an estimated $9 billion of realized gains -- $6 billion after tax -- taken primarily from bond portfolios
in the first nine months of the year.