Taxonomy - Select UMA Asset Class Reclassifications .
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.INVESTMENT PRODUCTAbsolute Strategies IAlger Small/Mid Cap Growth EquityAlger SMid Cap Growth AAlger SMid Cap Growth IAllianzGI Income & Growth PAltegris Fixed Income Long Short IAmerican Funds American Balanced F2American Funds Capital Income Bldr F2American Funds Income Fund of Amer F2American Funds New Economy F2Apex Capital Management Small/Mid GrowthAriel InvestorASTON/Cornerstone Large Cap Value IAtlanta Capital Management High Quality SMIDBlackRock Global Allocation InstlBlackRock Global Long/Short Credit InstlBlackRock Global Long/Short Equity FundBlackRock Multi-Asset Income InstlBlackRock Strategic Income Opps InstlBlackRock US Opportunities InstlBoston Partners Small/Mid Cap ValueBrandes Investment Partners Value EquityBrandes Investment Partners Value EquityCadinha & Co. Conservative Asset AllocatorCalamos Convertible ICalamos Growth & Income ICalamos Market Neutral Income FundCambiar Investors Small/Mid Cap ValueCambiar SMID InvestorCenter Coast Capital Advisors MLP SMACincinnati Asset Management Broad Market Fixed IncomeCincinnati Asset Management Investment Grade Fixed IncomeClearBridge Aggressive Growth IClearBridge All Cap Growth EquityMF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountTICKERPRODUCT MFMFMFMFSMASMASMASMAMFMFMFSMAMFSMASMASMAMFSMAPage 1ASSET CLASS PRIOR TO MAY 2015HEDGED STRATEGIESUS SMALL MID CAP GROWTH EQUITYUS SMALL MID CAP GROWTH EQUITYUS SMALL MID CAP GROWTH EQUITYTACTICAL ALLOCATIONALTERNATIVE HYBRIDGLOBAL BALANCEDGLOBAL BALANCEDGLOBAL BALANCEDUS MULTI CAP GROWTH EQUITYUS SMALL MID CAP GROWTH EQUITYUS SMALL MID CAP VALUE EQUITYUS LARGE CAP VALUE EQUITYUS SMALL MID CAP CORE EQUITYTACTICAL ALLOCATIONALTERNATIVE HYBRIDEQUITY LONG/SHORTTACTICAL ALLOCATIONFIXED INCOME OPPORTUNISTICUS SMALL MID CAP GROWTH EQUITYUS SMALL MID CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYTACTICAL ALLOCATIONCONVERTIBLE SECURITIESCONVERTIBLE SECURITIESHEDGED MULTI-STRATEGYUS SMALL MID CAP VALUE EQUITYUS SMALL MID CAP VALUE EQUITYCOMMODITIES - ENERGYCORPORATE FIXED INCOMECORPORATE FIXED INCOMEUS MULTI CAP GROWTH EQUITYUS MULTI CAP GROWTH EQUITYNEW ASSET CLASSEQUITY MARKET NEUTRALUS MID CAP GROWTHUS MID CAP GROWTHUS MID CAP GROWTHUS MULTI ASSETCREDIT LONG/SHORTUS MULTI ASSETGLOBAL MULTI ASSETUS MULTI ASSETUS LARGE CAP GROWTHUS MID CAP GROWTHUS MID CAP VALUEUS LARGE CAPUS MID CAPGLOBAL MULTI ASSETCREDIT LONG/SHORTMARKET NEUTRALGLOBAL MULTI ASSETGLOBAL FIXED INCOME- OTHERUS MID CAP GROWTHUS SMALL CAP VALUEUS LARGE CAP VALUEUS LARGE CAP VALUEUS MULTI ASSETUS EQUITIES OTHERUS EQUITIES OTHERMARKET NEUTRALUS MID CAP VALUEUS MID CAP VALUEMASTER LTD PARTNERSHIPSUS TAXABLE COREUS TAXABLE COREUS LARGE CAP GROWTHUS LARGE CAP GROWTH
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.TICKERPRODUCT TYPEClearBridge All Cap Value EquityClearBridge All Cap Value ESGClearBridge All Cap Value IClearBridge Multi Cap Growth ESGClearBridge Multi-Cap Growth EquityClearBridge Opportunity EquityClearBridge Tactical Dividend Income IColumbia Acorn ZColumbia Flexible Capital Income ZConsumer Discretionary Select Sector SPDRConsumer Staples Select Sector SPDRCRM Small/Mid Cap Value InstDavis Advisors All Cap Core EquityDavis Opportunity YDelaware Diversified Income InstlDelaware Smid Cap Growth InstlDreyfus Opportunistic Fixed Income IDreyfus/Standish Global Fixed Income IEarnest Partners Small Cap ValueEarnest Partners Small/Mid CoreEaton Vance Glbl Macr Absolute Return IEaton Vance Glbl Macro Abs Ret Advtg IEaton Vance High-Yield Municipal Inc IEaton Vance Management Long Term Municipal BondEnergy Select Sector SPDREquity Investment Corporation All Cap Value EquityFederated Capital Income InstitutionalFederated Clover Investment Advisors All Cap ValueINVESTMENT MAMFSMAUS MULTI CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYUS MULTI CAP GROWTH EQUITYUS MULTI CAP GROWTH EQUITYUS MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYUS SMALL MID CAP CORE EQUITYTACTICAL ALLOCATIONCONSUMER DISCRETIONARYCONSUMER STAPLESUS SMALL MID CAP VALUE EQUITYUS MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYFIXED INCOME OPPORTUNISTICUS SMALL MID CAP GROWTH EQUITYFIXED INCOME OPPORTUNISTICINTERNATIONAL BONDSUS SMALL MID CAP VALUE EQUITYUS SMALL MID CAP CORE EQUITYALTERNATIVE HYBRIDALTERNATIVE HYBRIDUS MUNICIPAL FIXED INCOMEUS MUNICIPAL FIXED INCOMECOMMODITIES - ENERGYUS MULTI CAP VALUE EQUITYTACTICAL ALLOCATIONUS MULTI CAP VALUE EQUITYUS LARGE CAP VALUEUS LARGE CAP VALUEUS LARGE CAP VALUEUS LARGE CAP GROWTHUS LARGE CAP GROWTHUS LARGE CAPGLOBAL TACTICALUS MID CAPUS MULTI ASSETUS EQUITIES OTHERUS EQUITIES OTHERUS MID CAP VALUEUS LARGE CAPUS LARGE CAPGLOBAL FIXED INCOME- OTHERUS SMALL CAP GROWTHGLOBAL FIXED INCOME- OTHERGLOBAL FIXED INCOMEUS SMALL CAP VALUEUS MID CAPGLOBAL MACROGLOBAL MACROHIGH YIELD MUNI F.I.LONG TERM MUNICIPALSUS EQUITIES OTHERUS LARGE CAP VALUEGLOBAL MULTI ASSETUS LARGE CAP VALUEFederated Investors Strategic Value Dividend-SMAUS MULTI CAP VALUE EQUITYUS LARGE CAP VALUEFederated Prudent Bear InstlFederated Strategic Value Dividend InstlFidelity Advisor Corporate Bond IFinancials Select Sector SPDRPBRIXSVAIXFCBIXXLFMFMFMFETFTACTICAL ALLOCATIONUS MULTI CAP VALUE EQUITYCORPORATE FIXED INCOMEFINANCIAL SERVICESEQUITY HEDGE ASSETS- OTHERUS LARGE CAP VALUEUS TAXABLE COREUS EQUITIES OTHERMF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountPage 2ASSET CLASS PRIOR TO MAY 2015NEW ASSET CLASS
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.INVESTMENT PRODUCTForward Broadmark Tactical GrowthForward Tactical Growth AdvisorFoundry Partners All Cap ValueFranklin CA Tax-Free Inc AdvFranklin Convertible Securities AdvFranklin NY Tax-Free Income AdvGabelli Equity Income IGlobal Investment Solutions Fundamental US All Cap Equity ex. MLPGlobal Investment Solutions Fundamental US Cap EquityGlobal Investment Solutions Fundamental US Small/Mid Cap Core EquityGlobal Investment Solutions Multi-Manaer GIC ThemeGolden Capital Small/Mid Cap CoreGoldman Sachs Strategic Income InstlGood Harbor U.S. Tactical CoreGreat Lakes Advisors Disciplined Equity All Cap Core EquityGreat Lakes Advisors Disciplined Equity SMID Cap Core EquityGuggenheim Macro Opportunities InstlGuggenheim Multi-Asset Income ETFGW Capital Small/Mid Cap Value EquityGW&K Investment Management Small Mid CoreHarding Loevner Frontier Emerg Mkts InstHays Advisory Global ETFHealth Care Select Sector SPDRHenderson Global Tech IIndustrials Select Sector SPDRInvesco Balanced-Risk Allc YInvesco Equally-Wtd S&P 500 YInvesco Equity and Income YInvesco Global Markets Strategy FundiShares Core U.S. Growth ETFiShares Core U.S. Value ETFiShares Global Energy ETFiShares Global Financials ETFMF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountTICKERPRODUCT ETFMFETFMFMFMFMFETFETFETFETFPage 3ASSET CLASS PRIOR TO MAY 2015TACTICAL ALLOCATIONTACTICAL ALLOCATIONUS MULTI CAP VALUE EQUITYUS LONG TERM MUNICIPAL FIXED INCOMECONVERTIBLE SECURITIESUS LONG TERM MUNICIPAL FIXED INCOMEUS MULTI CAP VALUE EQUITYUS MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYUS SMALL MID CAP CORE EQUITYTACTICAL ALLOCATIONUS SMALL MID CAP CORE EQUITYFIXED INCOME OPPORTUNISTICTACTICAL ALLOCATIONUS MULTI CAP CORE EQUITYUS SMALL MID CAP CORE EQUITYFIXED INCOME OPPORTUNISTICTACTICAL ALLOCATIONUS SMALL MID CAP VALUE EQUITYUS SMALL MID CAP CORE EQUITYEMERGING MARKETS EQUITYTACTICAL ALLOCATIONHEALTH & BIOTECHNOLOGYTECHNOLOGYINDUSTRIALSTACTICAL ALLOCATIONUS LARGE CAP VALUE EQUITYGLOBAL BALANCEDHEDGED MULTI-STRATEGYUS MULTI CAP GROWTH EQUITYUS MULTI CAP VALUE EQUITYCOMMODITIES - ENERGYFINANCIAL SERVICESNEW ASSET CLASSUS MULTI ASSETUS MULTI ASSETUS LARGE CAP VALUEUS Tax Free CoreUS EQUITIES OTHERUS Tax Free CoreUS LARGE CAP VALUEUS LARGE CAPUS LARGE CAPUS MID CAPGLOBAL MULTI ASSETUS SMALL CAPGLOBAL FIXED INCOME- OTHERUS MULTI ASSETUS LARGE CAPUS SMALL CAPCREDIT LONG/SHORTGLOBAL MULTI ASSETUS MID CAP VALUEUS MID CAPFRONTIER MARKETSUS MULTI ASSETUS EQUITIES OTHERGLOBAL EQUITIES OTHERUS EQUITIES OTHERGLOBAL MULTI ASSETUS LARGE CAPUS MULTI ASSETGLOBAL MACROUS LARGE CAP GROWTHUS LARGE CAP VALUEGLOBAL EQUITIES OTHERGLOBAL EQUITIES OTHER
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.INVESTMENT PRODUCTiShares Global Healthcare ETFiShares Global Tech ETFiShares iBoxx Investment Grade Corporate Bond ETFiShares MSCI EMU ETFiShares MSCI Frontier 100 ETFiShares MSCI KLD 400 Social ETFiShares MSCI United Kingdom ETFiShares Russell 3000 ETFiShares Select Dividend ETFIvy Asset Strategy IIvy Science & Technology IJP Morgan Asset Management Intrepid Multi Cap CoreJP Morgan Asset Management Municipal STEP 1-5 YearJP Morgan Asset Management Municipal STEP 1-17 YearJPMorgan Income Builder SelectJPMorgan Mortgage-Backed Securities SelJPMorgan Research Market Neutral SelectJPMorgan Strategic Income Opps SelJPMorgan U.S. Large Cap Core PlusJPMorgan Value Advantage SelectKayne Anderson Rudnick Investment Small Mid Cap Core EquityLateef ILateef Large Cap GrowthLateef Multi Cap Growth EquityLegg Mason BW Alternative Credit ILoomis Sayles Investment Grade Bond YLord Abbett Bond-Debenture FLord Abbett Convertible FLord, Abbett & Company Multi Cap Value EquityMadison Investment Advisors Intermediate Corporate OnlyMaterials Select Sector SPDRMDT Advisers All Cap CoreMerger InvestorMFS Total Return IMF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountTICKERPRODUCT MFMFMFMFMFSMAMFSMASMAMFMFMFMFSMASMAETFSMAMFMFPage 4ASSET CLASS PRIOR TO MAY 2015HEALTH & BIOTECHNOLOGYTECHNOLOGYCORPORATE FIXED INCOMEEUROPE EX UK EQUITYEMERGING MARKETS EQUITYUS MULTI CAP CORE EQUITYUNITED KINGDOM EQUITYUS MULTI CAP CORE EQUITYUS LARGE CAP CORE EQUITYTACTICAL ALLOCATIONTECHNOLOGYUS MULTI CAP CORE EQUITYUS MUNICIPAL FIXED INCOMEUS MUNICIPAL FIXED INCOMETACTICAL ALLOCATIONMORTGAGE BACKED BONDSALTERNATIVE HYBRIDALTERNATIVE HYBRIDUS LARGE CAPUS MULTI CAP VALUE EQUITYUS SMALL MID CAP CORE EQUITYUS MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYALTERNATIVE HYBRIDCORPORATE FIXED INCOMEHIGH YIELD FIXED INCOMECONVERTIBLE SECURITIESUS MULTI CAP VALUE EQUITYCORPORATE FIXED INCOMEMATERIALSUS MULTI CAP CORE EQUITYALTERNATIVE HYBRIDGLOBAL BALANCEDNEW ASSET CLASSGLOBAL EQUITIES OTHERGLOBAL EQUITIES OTHERUS TAXABLE COREEUROPEAN EQUITIESFRONTIER MARKETSUS LARGE CAPINTERNATIONAL EQUITIES- OTHERUS LARGE CAPUS LARGE CAP VALUEGLOBAL MULTI ASSETUS EQUITIES OTHERUS LARGE CAPSHORT TERM MUNICIPALSLONG TERM MUNICIPALSGLOBAL MULTI ASSETSECURITIZEDEQUITY MARKET NEUTRALGLOBAL FIXED INCOME- OTHEREQUITY LONG/SHORTUS LARGE CAP VALUEUS MID CAPUS LARGE CAPUS LARGE CAPUS LARGE CAPCREDIT LONG/SHORTUS TAXABLE COREGLOBAL FIXED INCOME- OTHERUS EQUITIES OTHERUS LARGE CAP VALUEUS TAXABLE COREUS EQUITIES OTHERUS LARGE CAPEVENT DRIVEN/CREDITUS MULTI ASSET
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.INVESTMENT PRODUCTMiller Howard Income Equity (with MLPs)Miller Howard Income Equity (without MLPs)Miller Howard InfrastructureMiller Howard MLP StrategyMinneapolis Port. Mgmt. Group All Cap ValueMorgan Stanley Inst Frontier EMkts IMorgan Stanley Inst Multi-Asst IMorgan Stanley Multi Cap Growth IMorgan Stanley US Govt Secs IMunder Capital Management Mid Cap Core Growth SMANeuberger Berman Equity Income InstNeuberger Berman Socially Responsible InvestingNeuberger Berman Socially Rspns InstNeuberger Berman Strategic Income INuveen NWQ Multi-Cap Value INuveen Tradewinds Value Opportunities INWQ Investment Management Special EquityOak Ridge Investments All Cap GrowthOak Ridge Investments Small/Mid Cap GrowthOlstein All Cap Value AdvPenn Capital Small/Mid Cap CorePIMCO All Asset All Authority PPIMCO All Asset PPIMCO Credit Absolute Return PPIMCO Income PPIMCO Investment Grade Corp Bd PPIMCO Unconstrained Bond PPinnacle Associates Small and Mid Cap EquityPioneer Dynamic Credit YPioneer Strategic Income YPowerShares Dynamic Market PortfolioPowerShares FTSE RAFI US 1500 Small-Mid PortfolioPowerShares WilderHill Clean Energy PortfolioPrincipal Global Div Inc PPrudential Jennison Small Company ZMF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountTICKERPRODUCT age 5ASSET CLASS PRIOR TO MAY 2015US MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYUTILITIESCOMMODITIES - ENERGYUS MULTI CAP VALUE EQUITYEMERGING MARKETS EQUITYTACTICAL ALLOCATIONUS MULTI CAP GROWTH EQUITYUS CORE FIXED INCOMEUS MID CAP CORE EQUITYTACTICAL ALLOCATIONUS MULTI CAP CORE EQUITYUS MULTI CAP CORE EQUITYFIXED INCOME OPPORTUNISTICUS MULTI CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYUS MULTI CAP GROWTH EQUITYUS SMALL MID CAP GROWTH EQUITYUS MULTI CAP VALUE EQUITYUS SMALL MID CAP CORE EQUITYTACTICAL ALLOCATIONTACTICAL ALLOCATIONALTERNATIVE HYBRIDFIXED INCOME OPPORTUNISTICCORPORATE FIXED INCOMEALTERNATIVE HYBRIDUS SMALL MID CAP CORE EQUITYALTERNATIVE HYBRIDFIXED INCOME OPPORTUNISTICUS MULTI CAP CORE EQUITYUS SMALL MID CAP CORE EQUITYCOMMODITIES - ENERGYTACTICAL ALLOCATIONUS SMALL MID CAP CORE EQUITYNEW ASSET CLASSUS LARGE CAPUS LARGE CAPINFRASTRUCTUREMASTER LTD PARTNERSHIPSUS LARGE CAP VALUEFRONTIER MARKETSGLOBAL MULTI ASSETUS LARGE CAP GROWTHSECURITIZEDUS MID CAP GROWTHGLOBAL MULTI ASSETUS LARGE CAPUS LARGE CAPGLOBAL FIXED INCOME- OTHERUS LARGE CAP VALUEUS LARGE CAP VALUEUS LARGE CAP VALUEUS LARGE CAP GROWTHUS SMALL CAP GROWTHUS LARGE CAP VALUEUS SMALL CAPGLOBAL MULTI ASSETGLOBAL MULTI ASSETCREDIT LONG/SHORTGLOBAL FIXED INCOME- OTHERUS TAXABLE COREGLOBAL FIXED INCOME- OTHERUS MID CAPGLOBAL FIXED INCOME- OTHERGLOBAL FIXED INCOME- OTHERUS LARGE CAPUS SMALL CAPCOMMODITIESGLOBAL MULTI ASSETUS SMALL CAP
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.INVESTMENT PRODUCTPutnam Capital Spectrum YPutnam Diversified Income YRenaissance Large Cap Growth EquityRichard Bernstein Advisors Global Government/Corporate Fixed IncomeRiverbridge Partners Eco LeadersRiverbridge Partners Small/Mid Cap GrowthRiverfront Investment Group Asset Allocation Moderate Growth & IncomeRiverfront Investment Group Global GrowthRiverfront Investment Group Global GrowthRoosevelt Investment Group All Cap Core EquitySage Advisory Services Intermediate Corporate OnlySchafer Cullen Small Cap ValueSegall, Bryant and Hamill All Cap CoreSnow Capital All Cap ValueSPDR Barclays Convertible Bond ETFSPDR Dow Jones International Real Estate ETFSPDR S&P Dividend ETFTCW Total Return Bond ITechnology Select Sector SPDRTempleton Global Bond AdvThe London Company Small-Mid Cap CoreThomasPartners Inc. Divident Growth Strategy (K-1 Generating)ThomasPartners Inc. Divident Growth Strategy (Non K-1 Generating)Thompson, Siegel & Walmsley SMID Cap ValueThornburg Investment Income Builder IThornburg Limited Term Income InstlTortoise MLP & Pipeline InstlTradewinds Global Investors Small/Mid Cap ValueUtilities Select Sector SPDRVanguard Consumer Discretionary ETFVanguard Consumer Staples ETFVanguard Energy ETFVanguard Extended Market ETFMF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountTICKERPRODUCT TFETFETFPage 6ASSET CLASS PRIOR TO MAY 2015TACTICAL ALLOCATIONFIXED INCOME OPPORTUNISTICUS MULTI CAP GROWTH EQUITYTACTICAL ALLOCATIONUS MULTI CAP GROWTH EQUITYUS SMALL MID CAP GROWTH EQUITYTACTICAL ALLOCATIONUS LARGE CAP CORE EQUITYUS LARGE CAP CORE EQUITYUS MULTI CAP CORE EQUITYCORPORATE FIXED INCOMEUS SMALL MID CAP VALUE EQUITYUS MULTI CAP CORE EQUITYUS MULTI CAP VALUE EQUITYCONVERTIBLE SECURITIESGLOBAL REITSUS LARGE CAP CORE EQUITYMORTGAGE BACKED BONDSTECHNOLOGYINTERNATIONAL BONDSUS SMALL MID CAP CORE EQUITYUS MULTI CAP VALUE EQUITYUS MULTI CAP VALUE EQUITYUS SMALL MID CAP VALUE EQUITYGLOBAL BALANCEDUS SHORT TERM FIXED INCOMECOMMODITIES - ENERGYUS SMALL MID CAP VALUE EQUITYUTILITIESCONSUMER DISCRETIONARYCONSUMER STAPLESCOMMODITIES - ENERGYUS SMALL MID CAP CORE EQUITYNEW ASSET CLASSUS MULTI ASSETGLOBAL FIXED INCOME- OTHERUS LARGE CAP GROWTHGLOBAL MULTI ASSETUS LARGE CAP GROWTHUS MID CAP GROWTHGLOBAL MULTI ASSETGLOBAL MULTI ASSETGLOBAL MULTI ASSETUS LARGE CAPUS TAXABLE COREUS SMALL CAP VALUEUS LARGE CAPUS LARGE CAP VALUEUS EQUITIES OTHERREITSUS LARGE CAP VALUESECURITIZEDUS EQUITIES OTHERGLOBAL FIXED INCOMEUS MID CAPUS LARGE CAP VALUEUS LARGE CAP VALUEUS SMALL CAP VALUEGLOBAL MULTI ASSETUS TAXABLE COREINFRASTRUCTUREUS SMALL CAP VALUEUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERUS SMALL CAP
Taxonomy - Select UMA Asset Class ReclassificationsStarting in May 2015, Morgan Stanley began to implement a series of changes to standardize the asset classification of securities and investment products offered in ourvarious Consulting Group advisory programs. As a result of this effort, certain investment products held in clients' Select UMA account(s) will be reclassified.The below chart lists the Select UMA investment products that will be reclassified to the New Asset Class.INVESTMENT PRODUCTVanguard Financials ETFVanguard Health Care ETFVanguard Industrials ETFVanguard Information Technology ETFVanguard Materials ETFVanguard Telecom Services ETFVanguard Total Stock Market ETFVanguard Utilities ETFVictory Investment Grade Convertible FdVictory Investment Grade Convertible IVoya Global Target Payment FundVoya Investment Management Strategic Fixed IncomeWells Fargo Advantage Absolute Ret AdmWells Fargo Advantage Discovery AdmWells Fargo Advantage Government Sec AdWells Fargo Fundamental All Cap Growth EquityWells Fargo Fundamental Small/Mid Cap GrowthWestern Asset California Municipals IWestern Asset Management Current Market Municipal PortfolioWestern Asset Municipal High Income IWestern Asset New Jersey Municipals IWestern Asset New York Municipals IWHV Investment Management International Equity ADRWilliam Blair Growth IZacks Investment Management All Cap CoreTICKERPRODUCT SET CLASS PRIOR TO MAY 2015FINANCIAL SERVICESHEALTH & BIOTECHNOLOGYINDUSTRIALSTECHNOLOGYMATERIALSTELECOM SERVICESUS MULTI CAP CORE EQUITYUTILITIESCONVERTIBLE SECURITIESCONVERTIBLE SECURITIESTACTICAL ALLOCATIONFIXED INCOME OPPORTUNISTICTACTICAL ALLOCATIONUS SMALL MID CAP GROWTH EQUITYUS CORE FIXED INCOMEUS MULTI CAP GROWTH EQUITYUS SMALL MID CAP GROWTH EQUITYUS LONG TERM MUNICIPAL FIXED INCOMEUS MUNICIPAL FIXED INCOMEUS MUNICIPAL FIXED INCOMEUS LONG TERM MUNICIPAL FIXED INCOMEUS LONG TERM MUNICIPAL FIXED INCOMEINTERNATIONAL EQUITYUS MULTI CAP GROWTH EQUITYUS MULTI CAP CORE EQUITYNEW ASSET CLASSUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERUS LARGE CAPUS EQUITIES OTHERUS EQUITIES OTHERUS EQUITIES OTHERGLOBAL MULTI ASSETGLOBAL FIXED INCOME- OTHERGLOBAL MULTI ASSETUS MID CAP GROWTHSECURITIZEDUS LARGE CAP GROWTHUS MID CAP GROWTHUS Tax Free CoreSHORT TERM MUNICIPALSHIGH YIELD MUNI F.I.US Tax Free CoreUS Tax Free CoreGLOBAL EQUITIESUS LARGE CAP GROWTHUS LARGE CAPThis document is for informational purposes only and should not be construed as a recommendation to buy, sell or hold any investment product listed in this table. It is intended to inform clients who arealready invested in any of the products shown above in our Select UMA investment advisory program about the reclassification.Please consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) or mutual fund carefully before investing. The prospectus contains this and other informationabout the ETF or mutual fund. Your Financial Advisor can give you the prospectus for any ETF or mutual fund in which you are considering investing. Please read it carefully before investing.Copyright 2015 Morgan Stanley Smith Barney LLC. Member SIPC. Consulting Group is a business of Morgan Stanley Smith Barney LLC.CRC1232393 (6/15)MF Mutual FundETF Exchange-Traded FundSMA Seperately Managed AccountPage 7
ClearBridge Aggressive Growth I SAGYX MF US MULTI CAP GROWTH EQUITY US LARGE CAP GROWTH ClearBridge All Cap Growth Equity - SMA US MULTI CAP GROWTH EQUITY US LARGE CAP GROWTH Taxonomy - Select UMA Asset Class Reclassifications The below chart lists the Select UMA investment p
** UMA 40 uses one 0.75 cu ft bin; UMA 70 uses one 2 or 3 cu ft bin (for 3 cu ft bin, add 9-in to height); UMA 100-250 uses one 3 cu ft bin; and UMA 450-750 uses two 3 cu ft bins. 55-Gallon drum base available on UMA 150-750. UMA 150-250 uses one drum
Asset Keeper Pro - Fixed Asset Cycle Asset Keeper Pro - Fixed Asset Cycle Page 5. Fixed Asset Cycle: Building your own Fixed Asset Cycle If you would prefer to add your own steps to the Fixed Asset Cycle because you are unsure of the procedure that you currently use, you can use the Add Step button. This provides a very quick method
A Practical Guide to SAP . 9.1 Introduction to asset accounting 181 9.2 Structure and methodolgy 183 9.3 Different methods of asset acquisition 184 9.4 Asset master record 185 9.5 Asset acquisitions 190 9.6 Retirements with customer 199 9.7 Asset value adjustments 202 9.8 Reverse asset posting 207 9.9 Asset transfers 208 9.10 Depreciation and closing tasks 211 9.11 Asset drill down and .
Select "Asset Groups" under "Assets" to view your asset groups. Go to New Asset Group to add a new asset group. Asset grouping offers great flexibility, allowing you to assign assets to multiple asset groups. To view information associated with an asset gr oup, click anywhere in the data list row for
Asset Keeper Pro - Convert from Other Asset Software - BNA Fixed Assets Page 5. Select BNA report file This is the dialog screen that is used to select one of the report files that contains your BNA data. Asset Keeper Pro - Convert from Other Asset Software - BNA Fixed Assets Page 6.
new taxonomy. Table 1.1 – Bloom vs. Anderson/Krathwohl _ (Diagram 1.1, Wilson, Leslie O. 2001) Note: Bloom’s taxonomy revised – the author critically examines his own work – After creating the cognitive taxonomy one o
Bloom’s Taxonomy and the New Revised Bloom’s Taxonomy Bloom’s Taxonomy is a hierarchical way of classifying thinking according to six cognitive levels of complexity. The lowest three levels include th
ASTM C-1747 More important than compressive strength for pervious (my opinion ) Samples are molded per the standard and then tumbled (LA Abrasion) 500 cycles (no steel shot) Mass loss is measured – lower loss should mean tougher, more durable pervious. Results under 40% mass loss appear to represent good pervious mixes.
