Proprietary Five-Step Process

A Disciplined and Ongoing Approach to Product Design and Investment Over the years, the Investment Committee at Managers Investment Group has honed a proprietary, institutional-caliber five-step investment process that includes advanced asset-allocation techniques, a disciplined search and selection methodology, and an innovative system for structuring multiple manager strategies into efficient portfolios. How our Five-step process works: Define the Product Objective Each product meets a defined return objective with risk parameters. Set Asset Allocation We create appropriate asset allocations through a multi-layered process which includes internal and external inputs, examination and analysis of historical fundamentals, simulation in a variety of environments, and more. Select Managers Specific selection criteria is developed based on the product objective and both qualitative and quantitative evaluations are performed on a universe of over 6000 potential managers. The short list of managers is put through rigorous screening including interviews and onsite visits. Structure Multiple Managers A multi-layered decision making process is employed for products which involve more than one manager, and/or asset class and/or investment style. The process includes recommending and finalizing a manager mix that optimizes the portfolio for the overall mix and the stated objectives. Monitor and Evolve We monitor each investment and each manager relative to set expectations and initiate rebalancing, reallocation, and change when necessary. The entire Managers Investment Group organization is committed to ongoing review and monitoring.

Call a Client Service Professional Now National or Regional Broker Dealers: 800.368.4410 Registered Investment Advisors and Independent Financial Advisors: 888.368.4197 ManagersChoice Advisors: 800.358.7668 ManagersChoice Shareholders: 800.358.7668 Mutual Fund Investors: 800.548.4539

Disclosure

There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.