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

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Dividend Plus investment team Key People Title Experience Tenure Noel O’Halloran Chief Investment Officer 25 21 Gareth Maher Head of Portfolio Management 25 13 David Hogarty Head of Strategy Development 22 18 Ian Madden Portfolio Manager 12 12 James Collery Portfolio Manager 12 12 Ultan O’Kane Trader 7 6 3
Market overview Asset Class Performance ( US $ returns) 2012 2013 Q1 Equities % % MSCI World Equity Index +16.5 + 7.9 MSCI EAFE Equity Index +17.9 +5.2 MSCI EMU Equity Index +22.5 - 0.3 MSCI Emerging Market Equity Index +18.6 -1.6 Source: Thomson Reuters Datastream, 4
Page 1 and 2: 1. Pledge of Allegiance 2. Roll Cal
Page 3: PUBLIC EMPLOYEES RETIREMENT ASSOCIA
Page 33: Firm overview Global client base Sp
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
Page 55 and 56: Presenters Camille Humphries Lee, C
Page 57 and 58: MFS ® overview Integrated Research
Page 59 and 60: A holistic, multi-faceted approach
Page 61 and 62: Global equity capabilities (USD) Co
Page 63 and 64: Blended research capabilities (USD)
Page 65 and 66: Executive summary Performance (%) G
Page 67 and 68: Experienced MFS International Value
Page 69 and 70: Historically consistent performance
Page 71 and 72: Performance results - gross and net
Page 73 and 74: Performance drivers - stocks Relati
Page 75 and 76: Change in portfolio sector weights
Page 77 and 78: Change in region and country weight
Page 79 and 80: Top 10 portfolio holdings 30-Apr-12
Page 81 and 82: Distinguishing characteristics What
Page 83 and 84: 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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May 30, 2013 - Public Employees Retirement Association of New ...

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