Emerging Markets Blend Portfolio

The Approach

The Emerging Markets Blend Portfolio seeks growth by investing in emerging market equities and debt. The portfolio is comprised of ETFs and mutual funds and is typically over-weighted to equities (stocks). The portfolio is designed for more aggressive investors, as the volatility in emerging market securities can be high. The equity portion of the portfolio is constructed primarily by utilizing country-specific ETFs weighted based upon size (market cap) and our assessment of the investment outlook for the country. The fixed income portion of the portfolio is allocated between US dollar and local currency denominated emerging market debt. The allocation will vary over time depending on our analysis of the relative attractiveness of each.

The Features

The Emerging Market Blend Portfolio can be an ideal complement to other equity investment strategies. Currently, emerging market equities comprise over 10-15% of the global equity market capitalization and have historically shown low correlation with US equity markets. The portfolio is diversified across emerging market countries and firms. The portfolio seeks to deliver superior risk-adjusted returns over the index through active management and relative-value analysis.

Key Facts

Strategy Assets

$77 Million

Holdings

Min Portfolio Size

$25,000

Benchmark

Blended EM Index*

Allocation

14% China

14% India

13% Taiwan

13% EM Debt
($)

12% EM Debt
(Local)

9% South
Korea

Brazil 4%

21% Other EM Equity

Top 5 Holdings (% weight)

iShares Core MSCI EM ETF

30.7%

Avantis Emerging Markets ETF

24.5%

Vanguard USD EM Bond Fund

12.5%

PIMCO LC EM Bond Fund

12.3%

Avantis Emerging Markets Value ETF

6.1%

*Blended EM Indes: 75% MSCI Emerging Markets Index; 12.5% JP Morgan EM Debt ($) Index; 12.5% JP Morgan EM Debt (Local) Index

Source: Addepar as of Mar. 2024; Bloomberg as of Mar. 2024

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6 Meridian is a group comprised of investment professionals registered with Hightower Advisors, LLC, a SEC-registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors. All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. 6 Meridian and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. 6 Meridian and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

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