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Portfolio Manager Commentary

Our Separate Account Management (SAM) Portfolio Manager Commentary is designed to provide insight into portfolio construction and the determinants of relative performance for each SAM strategy on a quarterly basis.

Each SAM portfolio management team will highlight key contributors and detractors to relative performance during the period, summarize the rationale for new purchases and sales from the portfolio and discuss the impact of significant market factors on the portfolio.

Quarterly Commentary - 3Q 2019

Large Blend Portfolio All Cap Portfolio Dividend Income Portfolio Socially Responsible Portfolio