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1、ResearchPortfoliosPrimerPortfolioStrategy
2、UnitedStates28May2013BeyondtheUS–EquityInternationalPortfolioPrimerResearchPortfoliosMLPF&SCherylRowan+16468553105¢TheResearchEquityInternationalModelPortfolioPortfolioStrategistTheResearchEquityInternationalModelPortfolioisdesignedtohelp
3、clientsbuildMLPF&Scheryl.rowan@baml.comwealthoveramultiyearperiodthroughownershipofnon-USequitiesfavoredbyourMarkUlrich+16468555206fundamentalanalystteam.ThismodelportfoliocomplementsourcurrentproductPortfolioStrategistsuiteandcontinuesthesectorframeworkofouronetactical,onemidcap
4、,andfiveMLPF&Sobjective-drivenUS-orientedportfolios.Whiletheallocationtonon-USstocksmark.ulrich@baml.comdependsontheinvestor’sinvestmentobjective,timehorizonandrisktolerance,KristenPulley,CFA+16468553574addingnon-USinvestmentstoaproperlyallocateddomesticportfoliomayPortfolioStrat
5、egistMLPF&SpotentiallyincreasereturnsifglobalmarketsoutperformtheUS(seeTable1).kristen.pulley@baml.comPortfolioprovidessectorandgeographicdiversificationTheInternationalModelPortfolioisdesignedtoachievebroadsectorandregionaldiversification,implementedusingourfamiliarsectormethodo
6、logy,whichisResearchPortfolioModelRiskProfileEquityCapitalPreservationConservativebasedontheGlobalIndustryClassificationStandard,orGICS.InadditiontoEquityIncomeModeratelyConservativeincludingsecuritiesfrommostGICSsectors,themodelportfolioincludesstocksfromallmajornon-USregions—Eu
7、rope/MiddleEast/Africa(EMEA),Asia,CanadaEquityIncome&GrowthModerateandLatinAmerica—andabroadarrayofindividualcountries.SectorweightsforEquityCoreModeratelyAggressivetheportfoliopassivelymatchthoseoftheMSCIAll-CountryWorldex-USIndextoEquityGrowthModeratelyAggressivethenearest0.5%a
8、ndarerebalancedquarterly.EquityMidcapModeratelyAggressivePortfoliofocusesonnon-USstockslistedonUSexchangesEquityAggressiveGrowthAggressiveWhiletherearemanywaystoinvestinternationally,includingmutualfunds,ETFs,EquityInternationalAggressivemanagedaccountsandpre-selectedportfolios,t
9、hismodelfocusesonindividualSource:BofAMe
