Factor Exposure Resulting From Top-Down Analysis and Sector Analysis in Emerging Markets and Japan
Main Strategy: Long-Term Growth Where the Size of the Opportunity is Underestimated
Currencies Are Usually Not Hedged
Equity Main Focus US
Long-Term Capital Appreciation With a Focus on US Markets
Exposure to Emerging Markets Through ADRs, ETFs, and Mutual Funds
Strategies: Undervalued Growth, Dividend Increase and Recovery
Equity Balanced Main Focus US
A Mix of Growth and High Dividend Yield Equities With a Portion of Fixed Income ETFs and Mutual Funds With US and International Exposure Similar to Pure Equity Mandate
Exposure to Emerging Markets Also Through ETFs and Mutual Funds
Strategies: Undervalued Growth, Dividend Increase and Recovery
Currencies Hedged in ETFs
Equity Income International
A Mix of Large-Cap, High Dividend Yield Equities With a Portion of Fixed-income ETFs and Mutual Funds With US and International Exposure Similar to Pure Global Growth Equity Mandate
Target Portfolio Yield of 3%
Exposure to Emerging Markets Also Through ETFs and Mutual Funds
