This plan was helped by company stock, DNB, and the Balanced portfolio had 9.5% invested in the stock. The largest investment in the Balanced portfolio and the employee asset allocation from the latest SEC11-k report was in the GICs at 59.3%. The GICs were represented by the EnnisKnupp GIC index in the scan. The employee portfolio returns were positive with the APR = 1.56%, STD = 4.29% and PSR =-0.31. Dun & Bradstreet 401k 5yr returns were among the best from a financial services compay through 2008.
No comments:
Post a Comment