WORLD ASSET Overview

World Asset Management Inc is an investment advisor that manages 12.8 BN dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 22% of the manager's regulatory AUM.

WORLD ASSET StockAlpha

-2.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WORLD ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.19% Tech -2.24% -0.02% 0 42%
MSFT 1.63% Tech 4.78% 0.1% 0 36%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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WORLD ASSET Founders and Key Employees

Name Title In Position Since
Marc L. Scheuer Director November-2009
Dennis A. Johnson President / Chairman / Director And Chief Investment Officer May-2012
Lawrence J. Granata Chief Compliance Officer / Director November-2012
Randolph J. Johanneck Director November-2013
Laura S. Armstrong Chief Administrative Officer March-2015

WORLD ASSET Brokers, Custodians, Auditors and Administrators

Type Company

WORLD ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Analysis


World’s goal is to help clients build broadly diversified portfolios with a global reach in a cost effective manner. We focus on rule‐based passive investment products and provide services tailored to meet the specific needs and requirements of each client. We believe that over extended periods of time, the financial markets will generate
positive returns that will meet our clients’ investment goals. We also believe that a cost containment strategy will help our clients to keep more of that positive performance. Our process is to replicate the index as closely as possible by using quantitative tools
and strategies that allow us to calculate the number of holdings and their respective

6

values. World minimizes benchmark tracking error by minimizing trading costs, maximizing on corporate action opportunities, and ensuring that the client portfolio holdings closely...
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WORLD ASSET Portfolio Concentration

WORLD ASSET Location

411 WEST LAFAYETTE BLVD.
5TH FLOOR
DETROIT, Michigan
UNITED STATES, 48226

WORLD ASSET Contact Information

Phone Number: 313-222-3800
Fax Number: 313-222-1280
Website:

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