#227: What are clients asking us about our latest strategic and tactical changes?
Word on the Street
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The Effects of the SEA on Tactical Allocation
The team slightly decreased your exposure to develop market equities, while slightly increasing the exposure to emerging market equities. We actually saw kind of the flip reverse in some respects based on on that longer term views. The SEA changes and how that affects that doesn't affect our tactical positioning at all because our tactical positioning is relative to that strategic benchmark. So the changing of that tactical equity view is actually really closing that active position.
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