J.P. Morgan

Global Investing

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Performance gaps between developed and developing markets help demonstrate how important it is for endowments and foundations to re-examine their equity allocations. We recommend they carefully customize in their portfolios unique market capitalization considerations, execution options, risk parameters and (to a limited extent) home-country bias. Moreover, we believe that all investors—including those based in developed markets— should consider going beyond their national boundaries, not just to seek enhanced returns, but also to help reduce risk. In this paper, Anthony D. Werley, Chief Strategist for the J.P. Morgan Endowments & Foundations Group, walks you through our firm's thinking on these issues and demonstrates how it applies in a sample portfolio. As every organization's needs and goals are different, we very much look forward to discussing how our insights may apply to you. Sincerely, Monica Issar Global Head J.P. Morgan Endowments & Foundations Group Overview Monica Issar Head of J.P. Morgan Endowments & Foundations Group

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