Target Portfolios
Target model portfolios used in client discussions for illustrative purposes only. Actual client portfolios may differ based on your unique goals, objectives, tax situation, account structure and other considerations.
Industry Diversification in Portfolios
A report on industry weightings of various investment and portfolio strategies used in client portfolios based on Global Industry Classification Standard (GICS®). Standard & Poor's and Morgan Stanley Capital International (MSCI), two leading providers of global indices, jointly launched the Global Industry Classification Standard (GICS®) in 1999.
