Managed Money Programs

World International offers four complementary investment products that our investment managers utilize in building portfolios.

Large Cap Growth - For clients who desire individual position management where we invest in primarily larger, more seasoned companies. Due to the more efficient market environment with regard to large cap stocks, we employ a disciplined, quantitative approach, with a fundamental overlay.
Mid Cap Growth - For clients that seek capital appreciation through individual positions by investing in growth companies with market capitalizations generally between $1 billion and $15 billion. We start with the company's fundamentals and then add a quantitative overlay.
Blended Growth - For clients that prefer customized, individual position management within the total spectrum of the stock market - from international to large cap stocks. We start with a blended portfolio from our large and mid cap stocks and then employ an exchange-traded fund (ETF) strategy to gain exposure to international and small cap benchmarks.
TSSA - Our quantitatively based "style and size" portfolio, for those clients that desire a diversified portfolio without active investment management. This program uses a quantitatively-driven, bottoms-up multi-factor model that is designed to predict shifts in size and style of equity index performance. Portfolios are constructed based on risk levels: Conservative, Moderate and Aggressive.

For more complete information, including charges and expenses, please speak with a World International Financial Advisor.