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Articles of Interest

How to Invest like Harvard
Source: Business Week - December 27, 2004
By William C. Symonds

There's "not much plain vanilla" in the university's portfolio

Just as most colleges look up to Harvard University, most investment managers look up to Harvard Management Co., the in-house firm that manages $27 billion for the university. Over the past decade, Harvard has posted a 15.9% annual return, vs. just 10.1% for the median large institutional fund. That feat has generated an extra $12.2 billion -- nearly as much as the entire endowment at Yale University, the second-wealthiest. Says James Swanson, chief investment strategist at MFS Investment Management: "They are the Mickey Mantles of the investing world." Read more.

How Worldly is Your Portfolio
Source: Business Week - June 27, 2005
By Anne Tergesen

Diversifying beyond just U.S. stocks and bonds is the key to long-term gains

Psst. Want a hot stock tip? Your dream, of course, is to get in early on the next eBay or Google. But if you want a tip that will withstand the test of time, ignore the buzz. For the most part, it doesn't matter much which stocks or mutual funds you buy. What really counts is asset allocation, or how you divide your money among a diverse menu of investments. Read more.