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Supplemental Disclosures
Emerging Manager Monthly (EMM) award as of 4/2/2025 as recognized in EMM April 2025 Issue announcement for Channing Global covering its year 2024 performance in its International Developed Strategy in the International Equity category. Any manager investment performance shown or referenced represents historical performance, and such performance is not a guarantee of future results or returns. To be eligible for the EMM awards, managers must have submitted year-end 2024 data to the Informa PSN Database by January 25, had at least $10 million in product assets and had full-year 2024 performance figures as well as 2023 year-end product asset information. Firm-wide assets for non-minority and [non-]women-owned firms were capped at $2 billion, while MWBE equity managers with up to $10 billion were considered. Managers were ranked based on the following criteria: excess returns over their benchmark, performance versus peers, product asset growth and product asset percentage growth and information ratio. This year [EMM] also incorporated manager skill as calculated by AAPRYL. The top three managers in each category were handed over to a committee made up of industry experts in the plan sponsor and consulting communities that evaluated the merits of each firm based on quantitative and qualitative measures. Individual selections from each judge will remain anonymous. However, each award winner received the majority of the votes. Overall, EMM considered 337 products from 19 managers competing across 7 investment management categories.