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Active management: Aligning portfolios with client goals

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performance-table

Index is comprised of 45% Russell 3000 Index (a market-capitalization-weighted index representing 3,000 of the largest U.S. publicly traded companies), 15% MSCI ACWI ex USA Index (a market-capitalization-weighted index that captures large- and mid-cap equity performance across developed and emerging markets excluding the United States), and 40% Bloomberg US Aggregate Bond Index (a broad, investment-grade bond index representing the U.S. taxable fixed-income market, including government, corporate, and securitized bonds)