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.
CARE Enhanced IEQ Portfolio Model Changes
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