Fidelity Offers College Savings For Your Wallet

February 11, 2003 (PLANSPONSOR.com) - Fidelity and MBNA have launched a new college savings reward credit card offering 2% back on eligible purchases, which can be directed into a Fidelity-managed 529 Plan account.

The Fidelity Investments 529 College Rewards MasterCard allows family members to earn college rewards dollars at the time of purchase with no retailer networks or annual fee.  The rewards are then directed to an account with any one of the Fidelity-managed 529 plans, according to a news media release.

More information on Fidelity-managed 529 Plans and the MasterCard can be found at  www.fidelity.com/college  or by calling 1-800-544-1914.  Investment professionals can visit  www.advisorxpress.com  or call 1-800-544-9999 for information on marketing the card.

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S&P Clears the Air on Real Estate Funds

January 23, 2002 (PLANSPONSOR.com) - Standard & Poor's unveiled a product that aims to make the risks associated with real estate equity funds in the UK, Europe and the US more apparent.

The group’s new reports, Real Estate Equity Fund Manager Assessments, provide reviews of real estate equity fund managers, based on an evaluation of::

  • company management and organization
  • operations
  • asset management capabilities
  • investment and divestiture strategies
  • processes
  • performance.

The reports will be updated at least annually.

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Future enhancements will include peer comparisons and an assessment of portfolio quality including valuations.

Consultant Robert Davis of Jaeger Private Equity will market the product in the UK, Europe, and the US.

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