Investment Overview

The strategy employs a top-down, rules-based approach that emphasizes broad exposure and diversification among countries, economic sectors and individual issuers
Seeks exposure to developed international market equities with less volatility and less concentration risk
Target weights are designed to tilt the portfolio away from the highest market concentrations
Trigger-based rebalancing design to systematically avoid build-ups, reduce portfolio concentration and attempt to enhance returns

Portfolio Construction

Holdings typically range from 800 to 1,200 equities
Emphasize low beta names
Diversified across as many as 21 developed international countries
Securities selected from all cap stock universe as defined by the S&P BMI family of indices
Modified equal weights applied to countries and sectors to maintain diversification at every level
Country and sector target weights balance diversification benefits with liquidity constraints

Investment Team

Paul Bouchey, CFA, Chief Investment Officer, Parametric Seattle

23 years of industry experience

10 years with Parametric

BA, Whitman College

MS, University of Washington

Thomas Seto, Head of Investment Management, Parametric Seattle

26 years of industry experience

17 years with Parametric

BS, University of Washington

MBA, University of Chicago

Jodi Wong, Managing Director- Emerging Markets Portfolio Management, Parametric Seattle

20 years of industry experience

12 years with Parametric

BA, Columbia University

CAS, Harvard University

MBA, University of Washington