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CARE Enhanced IEQ Portfolio Model Changes

Blog

As the Investment Manager of your CARE managed portfolios, the CARE Investment Committee is committed to help you to achieve your financial goals and objectives in the long-term. An important part of our investment process is to engage skilled investment specialists to manage the Enhanced portion (E) of your overall CARE investment portfolio. We follow a thorough selection process to choose the managers that align with our macroeconomic views and outlook for the domestic and global economy and global investment markets. Following a comprehensive review of our CARE Enhanced International portfolio, the Investment Committee will appoint two new managers to replace Magellan Financial Group. The SPDR® S&P® Global Dividend Fund, which is focused on providing a high income to investors will be maintained.

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