The global equity strategies incorporate the use of both U. S stocks (universe used for All Domestic Equity strategy) and International Country and Country-Blended ETFs (universe used for MRM's Dynamic International strategy.)
Each universe is evaluated and ranked separately, focused on identifying the most attractive U.S. Stocks and International ETFs. As investment candidates for each strategy are identified, the strategy-specific model isolates those that meet criteria and rank at the top of each universe.
Global portfolio construction consists of three important steps. Bottom-up evaluation of each top-ranked investment opportunity list generated by both the international and domestic quantitative modeling and then analysis of the combined global portfolio allocations.
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