This mailing list is not a suitable venue for a detailed discussion about
investment strategy. There are a lot of different things you have to take
into account when choosing investments. If the foundation wants to
investigate other investment options they need to get a professional
investment consultant (if they don't have one already) who will go through
their specific needs and appetites and advise on what investments are
suitable for them. We can't do that in a useful way on a mailing list.
On Dec 27, 2012 10:08 PM, "James Salsman" <jsalsman(a)gmail.com> wrote:
Another thing I want to point out, because I just
noticed it. The
recent years' yields on bond funds has been slightly higher than
equity (stock) mutual funds, but with only a very small fraction of
the volatility:
http://news.morningstar.com/fundReturns/FundReturns.html?category=$FOCA$HY
I'm not sure what the current thinking among fiduciaries is on
diversified high grade bond funds is, but the statistical distribution
of those long-term returns looks as if a variety of them for a portion
of the reserves would have a far better risk-to-return ratio than
sticking with certificates of deposit and treasury securities (which
currently pay negative real interest rates, i.e., less than inflation)
as we have been.
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