May 30, 2013 - Public Employees Retirement Association of New ...

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Presentation to PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF NEW MEXICO PUBLIC EMPLOYEES RETIREMENT BOARD
Firm overview Global client base Specialist investment firm Part <strong>of</strong> Kleinwort Benson Group Meet highest international regulatory requirements Passionate belief in products and processes AUM: $5.1bn Pioneers in dividend-based investment Pioneers in environmental equity investing
Page 1 and 2: 1. Pledge of Allegiance 2. Roll Cal
Page 3: PUBLIC EMPLOYEES RETIREMENT ASSOCIA
Page 35 and 36: Market overview Asset Class Perform
Page 37 and 38: Dividend Players North America Euro
Page 39 and 40: Active Fund Positions v Benchmark R
Page 41 and 42: Current International portfolio Mkt
Page 43 and 44: Current Emerging Markets portfolio
Page 45 and 46: Outlook Economic Economic growth in
Page 47 and 48: Manager Update Memorandum To: Susan
Page 49 and 50: Exhibit 3 Kleinwort Benson Dividend
Page 51 and 52: Exhibit 6 Kleinwort Benson Dividend
Page 53 and 54: Watch List Test As stated in PERA
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Presenters Camille Humphries Lee, C
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MFS ® overview Integrated Research
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A holistic, multi-faceted approach
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Global equity capabilities (USD) Co
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Blended research capabilities (USD)
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Executive summary Performance (%) G
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Experienced MFS International Value
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Historically consistent performance
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Performance results - gross and net
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Performance drivers - stocks Relati
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Change in portfolio sector weights
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Change in region and country weight
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Top 10 portfolio holdings 30-Apr-12
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Distinguishing characteristics What
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Appendix Contents Portfolio investm
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Portfolio’s investment guidelines
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MFS International Value Composite P
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Performance drivers - stocks Relati
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Stock analysis: Analyze rather than
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MFS investment professionals Chairm
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MFS International Value Equity team
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MFS International Value Equity team
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MFS International Value - investing
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Portfolio holdings Equivalent As of
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MFS International Value Equity Comp
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Global equity capabilities (USD) Co
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Blended research capabilities (USD)
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Performance Presentation Report 201
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elieves that most market participan
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Exhibits 5 and 6 are “skill chart
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Exhibit 7 Performance Universe for
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PERA Executive Investment Summary A
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New Mexico PERA Monthly Performance
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Public Employees Retirement Associa
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The information furnished in this r
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