• Providing investment management services for over 40 years
• $590 billion in assets under management (as of 9/30/2008)
• A leader in growth style, value style, and style-blend equity management
• Unparalleled strength in global investment research with over 350 investment analysts, including 54 sell-side analysts
• One of the largest publicly traded global asset management firms in the world

• Founded in 1999 by Dr. Andrew W. Lo, professor of finance at MIT and an internationally recognized pioneer in the field of beta replication for absolute return strategies
• $600 million in assets under management (as of 9/30/08)
• Founded on the belief that every investment strategy has a finite life span within highly competitive and adaptive financial markets
• Holds the view that long-term investment success is based upon continual innovation designed to exploit new and emerging investment opportunities

• Established in 1958
• $83.5 billion in assets under management (as of 9/30/2008)
• Manages assets for over 2 million investors
• Investment teams rely on time-tested disciplines coupled with advanced technology

• Serving as investment manager to the trust since 1992
• Co-investment manager to over 50 investment company portfolios

• 44 years of asset management experience
• $68.5 billion in assets under management (as of 9/30/2008)
• Combines research-driven fundamental investing with the insights of veteran portfolio managers to seek long-term competitive portfolio performance

• Founded in 1989
• $2.6 billion in assets under management (as of 10/31/2008)
• CLS uses a proprietary risk budgeting strategy that manages the overall level of risk within their portfolios
• Rather than viewing risk in a traditional way with stocks being more risky than bonds, CLS views risk on a continuum, allowing them the opportunity to capitalize on areas of growth while maintaining a consistent level of risk

• Established in 1986
• $24.6 billion in assets under management (as of 9/30/2008)
• Extensive research on individual companies and sectors within the real estate market, and on broader macro-economic trends
• Strategic focus on income-producing equity securities including REITS, utilities and preferred stocks

•Founded in 1870
•A pioneer in the field of research, the firm continues to constantly monitor management abilities, as well as product and consumer demands
•Institutional investment approach combining quantitative screening and active management

• Founded in 1976
• $17.5 billion in assets under management (as of 10/31/2008)
• Lead portfolio manager has over 30 years of investment experience following the small cap sector
• Proven investment approach uses fundamental research to discover rapidly growing companies at reasonable prices

• Founded in 1998
• $18 billion in assets under management (as of 9/30/2008)
• Uses a screening process that identifies companies likely to outperform based on fundamental characteristics

• One of the oldest financial services firms in the United States, with a history dating to 1924
• Eaton Vance Management and its affiliates have approximately $144 billion in assets under management (as of 9/30/2008)
• Established its reputation as an investment manager for wealthy individuals by offering a conservative approach to managing money, and an uncompromising commitment to integrity and quality

• 75-year history of money management
• $209 billion in assets under management (as of 9/30/2008)
• Manages assets for more than 3 million individual and institutional investors
• Employs independent teams of research analysts and portfolio managers with specialized expertise in their style of investing

• Organized in 2003
• $344 billion in total assets under management or administration by Federated and its affiliates (as of 9/30/2008)

• Founded in 1988
• $24.4 billion in assets under management (as of 9/30/2008)
• Employs a proprietary investment approach derived from decades of careful examination of the interplay between financial markets
• Offers investment strategies in two main areas, Equities and Global Macro, while paying keen attention to Risk Management

• Established in 1974
• $26 billion in assets under management (as of 9/30/2008)
• Largest independent UIT sponsor in the United States
• First Sponsor of private label UITs

• Franklin joined forces with Templeton beginning in 1992
• $507 billion in assets under management (as of 9/30/2008)
• One of the largest mutual fund organizations in the United States

• Over 30 years of investment history
• $36 billion in assets under management (as of 9/30/2008)
• More than 180 portfolio managers, analysts and traders with offices in the United States, Europe and Asia

• Established in 1988
• $773 in assets under management (as of 6/30/2008)
• Commitment to outstanding research, disciplined investment processes, state-of-the art risk management tools and the ability to attract and retain top investment talent

• Founded in 1995
• Applies both quantitative and fundamental analysis throughout the portfolio construction process
• The firm shifts the asset mix within the portfolio in response to changing market conditions by overweighting, underweighting, or avoiding trends in the global capital markets

• Founded in 1980
• Over $17 billion in assets under management (as of 9/30/2008)
• Committed to an independent, in-depth research approach
• Employs a disciplined, time-proven value oriented investment process
• Independent ownership ensures quality and continuity of professional team

• Founded in 1976
• $149 billion in assets under management (as of 9/30/2008) [Note: A subsidiary of Invesco, Ltd., one of the largest independent global investment managers with approximately $410 billion in assets under management (as of 9/30/2008)]
• Seeks to meet client's evolving investment needs through access to diversified investment strategies managed by distinct teams at investment centers worldwide

• Over two centuries of heritage
• $1.2 trillion in assets under management (as of 9/30/2008)
• Investment professionals operating in every major world market with a clear focus on managing client assets and delivering strong risk-adjusted returns

• Providing investment management services for over 40 years
• $59.9 billion in assets under management (as of 3/31/2009)
• Broad and diverse product array
• A corporate philosophy and process that is research intensive, non-linear, collaborative and specialized around sectors.

• Founded in 2000
• $3.7 billion in assets under management (as of 9/30/2008)
• 60 employees
• Institutional, private client focus
• Privately held, partnership structure

• Founded in 1929
• $87 billion in assets under management (as of 9/30/2008)
• Privately owned, one of the nation's oldest money management firms 
• A disciplined, proprietary investment process, combined with its dedication to providing superior service to clients has helped earn the trust of financial advisors, individuals and institutions worldwide

• Founded in 1994 by renowned academics recognized for their published research in the areas of behavioral finance, value investing and contrarian strategies
• $55 billion in assets under management (as of 9/30/2008)
• Extensive experience in developing quantitative strategies and a major ongoing research commitment to further evolve the LSV model
• Disciplined buy and sell processes seek to eliminate judgmental biases
• Diversified risk-efficient portfolio

• Established in 1997
• $78 billion in assets under management (as of 9/30/2008)
• Managed by renowned money manager Tom Marsico
• Became an independent employee-owned company once again in December 2007, after repurchase of the firm from Bank of America

• Established in 1924
• $162 billion in assets under management (as of 9/30/2008)
• Established the first mutual fund in the United States. With its invention, the firm helped make the U.S stock market, previously the exclusive domain of the wealthy, accessible to the average investor. Today, the commitment to putting investors first remains a central focus in the operations of the firm

• Founded in 1983
• Over $185 billion in assets under management (as of 10/31/2008)
• Offers global, quantitatively based investment strategies

• Established in 1939
• $105 billion in assets under management (as of 09/30/2008)
• Recognized as virtually defining the art of value investing
• Committed to active portfolio management, fundamental research, and diligent analysis of each potential investment

• Founded in 1991
• $1 billion in assets under management (as of 11/11/2008)
Proprietary, disciplined process based on continuous daily analysis of current market conditions, designed to achieve the greatest potential return with the least possible risk to its investors
• Applies tactical asset allocation in direct response to market movements. On a daily basis, NCM identifies areas where the market is performing well on a risk-adjusted basis: rotating out of sectors with weakening themes and rotating into positive-trending themes with the best risk/reward characteristics

• Established in 1971
• $790.3 billion in assets under management (as of 9/30/2008)
• Among the largest fixed-income managers in the world
• Work around the globe to protect assets in down markets and grow assets in up markets

• Founded in 1987
• $23.4 billion in assets under management (as of 9/30/2008)
• Industry-leading provider of structured portfolio management
• Offers a variety of structured portfolio solutions, including customized core equity portfolios, options strategies, overlay portfolio management and emerging markets strategies

• Established in 1997
• Over $25 billion in assets under management (as of 11/14/2008)
• Offers an innovative line-up of portfolios tracked to major market indexes
• Designed to allow investors the flexibility to seek profits and to adjust their strategies as market conditions change
• Manages approximately 83% of the nation's short and leveraged ETF and mutual fund assets

• A subsidiary of the Bache Commodities Group with 120 years of experience in the global commodities markets
• Offers an innovative investment strategy based on the Bache Commodity Index^SM  (BCI^SM) for clients seeking commodity exposure for their portfolio
• The BCI^SM  provides broad-based exposure to global commodity markets with an active management component. Commodity weights are actively managed through a well-defined rule set, providing potential for higher risk adjusted returns and downside protection

• Managing proprietary fixed income accounts since 1875, and accounts for institutional fixed income clients since 1928
• $207 billion of assets under management (as of 9/30/2008)
• One of the largest fixed income managers in the U.S., ranking 4th for domestic fixed income assets and 5th for total fixed income assets among America's Top 300 Money Managers *
• Research-intensive investment process where portfolio managers utilize more than 60 fundamental analysts and a 55-member quantitative research and risk management group

* Source: Institutional Investor, October 2008, based on total (domestic and foreign) fixed income securities as of 12/31/07

• Managing real estate investments for clients since 1970
• $47.4 billion in gross real estate assets (as of 6/30/2008)
• Offices in the United States, Europe, Asia, and Latin America provide global investment opportunities for customers around the world

• Founded in 1975
• $68 billion in assets under management (as of 11/12/2008)
• Uses proprietary quantitative models
• Longstanding team of management professionals has skillfully fine-tuned the use of advanced analytics to enhance the investment decision-making process through a disciplined, bottom-up approach

• Established in 1804
• $259 billion in assets under management (as of 6/30/2008)
• London-based manager with over 370 portfolio managers and analysts covering the world's investment markets
• Long-term strategic view of the world, with an adaptive asset allocation process

• Founded in 1937
• Over $345 billion in assets under management (as of 9/30/2008)
• Portfolio managers access analysts located in major marketplaces around the globe
• The firm supports one of the industry's largest proprietary research efforts providing fundamental in-depth analysis and sector expertise

• Founded in 1982
• $43 billion in assets under management (as of 9/30/2008)
• Independent, employee-owned investment management firm
• Uses a fundamental, bottom-up approach to investing which centers on the intrinsic value of each investment

• Managing equity, fixed income, and global allocation portfolios for institutional clients since 1981
• Over $741 billion in assets under management worldwide (as of 6/30/2008) [Note: UBS Global Asset Management (Americas) Inc., the fund's advisor and the U.S. unit of the company, manages over $179 billion as of 6/30/2008]
• Team led by Curt Custard, Global Head of Global Investment Solutions, UBS Global Asset Management

• Founded in 1984
• $8.7 billion in assets under management (as of 9/31/2008)
• Maintains a focus on providing a fundamentally sound, value-oriented discipline, which employs rigorous quantitative research, enhanced by thorough, independent qualitative analysis
• Strong buy/sell disciplines ensure consistency of process and style integrity over time

• Founded in 1971
• $220 billion in assets under management (as of 6/30/2008)
• Wholly owned subsidiary of Wells Fargo & Company
• Wells Fargo Fund's primary objective is to offer investors the most comprehensive and flexible investment choices available

• Established in 1971
• $585.5 billion in assets under management (as of 9/30/2008)
• Wholly owned subsidiary of Legg Mason, Inc
• Best known as an active fixed-income manager offering products spanning the yield curve and the globe
• Utilizes a team approach that unites groups of specialists dedicated to different market sectors

• Independent investment firm established in 1935
• $35 billion in assets under management (as of 9/30/2008)
• In-depth proprietary research of quality growth companies
• 67 buy-side research analysts and portfolio managers