Investment Strategy (Select an individual below for more information)
Investment strategy guides portfolio structure decisions with respect to:
| 1. | Overall market appetite for risk assets |
| 2. | Trends in Market Correlations that impact the performance of high active share (typically fundamentally driven) vs. low active share products (typically quantitative and highly diversified) |
| 3. | Fundamental Factor/Style positioning relative to the benchmark |
| 4. | Capitalization positioning relative to the benchmark |
| 5. | Sector weights relative to the benchmark |
| 6. | Country/Regional weights relative to the benchmark |
 Tina Byles Williams |
 Roger Kenyon |
 J. Womack |
 Lu Fan |
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