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Global Low Volatility Equity  
Global Low Volatility Equity
Asset Class/Style: Global Equity Core – Low Volatility
Global Low Volatility Equity is designed to have significantly less volatility than the broad global equity market yet capture the equity risk premium over longer time periods. It is an actively managed, highly liquid, long-only equity strategy. Low Volatility Equity has a lower correlation to the overall market than traditional long only equity strategies. The strategy tends to outperform in falling markets and lag in sharply rising markets. It may also produce a high tracking error relative to capitalization-weighted indices.

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Global Low Volatility Equity GIPS Disclosure
Analytic Investors List of Composites
Investment Process
Product Assets as of 6/30/2010: $520 MM
In constructing Low Volatility Equity portfolios for our clients, we use a risk forecasting and optimization process pioneered by Analytic to achieve a more effective risk/return trade-off than a capitalization weighted approach. We target low standard deviation at the portfolio level and we take no large individual positions. Our risk model also includes a unique method for forecasting and controlling stock specific risk. In addition, we use a proprietary return forecasting process that adapts to changing market environments. This return forecasting process allows us to add incremental return to the portfolio through security selection. The portfolio is monitored on a daily basis and changes to the portfolio composition are made as individual security risk and return forecasts change, and as market risks change.



Performance
Annualized Returns As of 6/30/2010 
*3 Month returns are not annualized.
**Inception Date: 8/1/2006

Gross and net performance stated above reflects the deduction of brokerage commissions and expenses incurred to manage the portfolio, and the reinvestment of dividends and other income. Gross performance does not include the deduction of investment management fees. Please refer to the full disclosure statement located at the top of this page. Past performance is not a guarantee of future results.


Performance figures are unaudited and subject to change.



All institutional product information has been provided by Analytic Investors, LLC. Any questions about this material or requests for additional information should be made directly to the firm at info@aninvestor.com
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