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This obvious strength from the Growth assets has brought about many questions from out clients, when is Level 3 in DALI going to change? First, for those not familiar with DALI, it stands for Dynamic Asset Level Investing, and can be found under the Research Tab. DALI is designed as a snapshot to properly allocate your portfolio across all asset types in order to assure that your clients portfolios’ are being steered in the right direction. Level 3 for DALI is the “Style” component suggests whether the portfolio should be geared more towards Value, Blend, or Growth. Currently, as has been the case since September 2004 when DALI was first launched, Value has been the emphasized piece of this Level. While we have seen a narrowing of the gap between Growth and Value assets across the board, the long-term bias of performance is still in the Value corner. Using the S&P Barra Value Index [SVX] and the S&P Citigroup Growth Index [SGX] as Value and

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