An American depositary receipt (ADR) is a U.S. bank-issued certificate representing shares in a foreign company for trade on American stock exchanges.

Beta is a measure of the volatility of a fund relative to the overall market.

Debt to Equity Ratio is a leverage ratio that calculates the value of total debt and financial liabilities against the total shareholder's equity.

The up-market capture ratio and the down-market capture ratio are statistical measures of an investment manager's overall performance in up-markets/down-markets against its benchmark.

Median market cap is the midpoint of market capitalization (market price x shares outstanding) of a fund's stocks, weighted by the proportion of the fund's assets invested in each stock.

The MSCI ACWI Index captures large and mid cap representation across 23 Developed Markets (DM) and 26 Emerging Markets (EM) countries.

The MSCI EAFE Index is a free float-adjusted market capitalization index that measures the equity market performance of developed markets, excluding the US & Canada.

The MSCI EAFE Value Index captures large and mid-cap securities exhibiting overall value style characteristics across Developed Markets countries around the world, excluding the US and Canada.

The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that measures equity market performance of emerging markets.

Price-to-earnings ratio (P/E Ratio) is the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS).

R-Squared represents the percentage of the portfolio’s movements that can be explained by the general movements of the market.

The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the US equity universe.

The Russell 1000 Value Index measures the performance of the large-cap value segment of the US equity universe.

The Russell 2000 Value Index is a broadly diversified index predominantly made up of value stocks of small U.S. companies.

The S&P 500 Index is an unmanaged index of 500 large-capitalization publicly traded U.S. stocks representing a variety of industries.

The SPDR Bloomberg High Yield Bond ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays High Yield Very Liquid Index.

The Standard & Poor's 500 Buywrite Index (BXM) is a benchmark index designed to track the performance of a hypothetical buy-write strategy on the S&P 500 Index.

The Standard & Poor's Global 1200 Index is a free-float weight index composed of seven regional indices spanning 31 countries.

Standard Deviation is a statistical measure of the historic volatility of a portfolio.

The up-market capture ratio and the down-market capture ratio are statistical measures of an investment manager's overall performance in up-markets/down-markets against its benchmark.

Weighted average market capitalization is a type of market index in which each component is weighted according to the size of its total market capitalization.