Our Quantitative strategies are designed for clients looking to invest in emerging markets in a relatively liquid manner while controlling benchmark risk.

New Quantitative Global Emerging Markets Equity (Quant "GEMS") Strategy:  Bottoms-Up Stock Selection Focused

In this strategy:

• Portfolio construction is based on the expected risk-adjusted return of individual stocks in the emerging markets universe using EMM’s proprietary Quantitative Stock Attractiveness Model (the “Model”).

• The Quantitative Team optimizes the Model to target active risk.

• Country Allocation is risk controlled:  bottom-up determined for the commingled fund and customizable for a separately managed account.

Historical Global Quantitative Strategy:  Top-Down Country Allocation Focused

In this strategy:

• Clients may customize their benchmark and, within constraints, the desired total active portfolio risk.

• A quantitative relative value-based country allocation model determines country allocation which historically has been the primary source of value added in the strategy.

• Stock selection is risk-controlled, benchmark sensitive, sensitive to liquidity needs, and consistent with desired overall active portfolio risk.