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Living with a defensive equity strategy Lori Richards, Managing Director, Benchmark and Data Products John Osborn, Director, Consulting Important information Nothing contained in this material is intended to constitute
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Document Date: 2011-10-26 15:10:34

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Washington / /

Company

Eli Lilly / Mastercard / Nike / The Northwestern Mutual Life Insurance Company / Bristol Myers / Russell Investment Group / Thomson Reuters / Russell Investments / Partial Dynamic/Defensive Bank of America / Intel / Dow Chemical Partial Dynamic/Defensive Bank / Microsoft / America Amazon Ford Sprint Halliburton Citigroup / PG&E / Starbucks / Comcast / /

Country

United States / /

IndustryTerm

assessment tool / overweight financial services / /

MarketIndex

Russell 3000 / Russell / Russell 1000 Growth / Russell Stability / Russell 1000 Value / Russell 1000 / /

Movie

Risk/reward / /

Person

Dynamic Defensive / Benchmark / Lori Richards / /

Position

Managing Director / Director / Consulting Important information Nothing / Value Producer / manager returns / /

Technology

alpha / /

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