RESEARCH AFFILIATES MODEL PORTFOLIOS

Financial services, namely, providing direct asset management, investment advisory services, financial and investment information services in the nature of a financial index, securities analysis, classification and reporting services, mutual fund investing services, consultation in the field of investing; research in the field of investing; financial asset allocation and portfolio constructions; financial planning for financial asset allocation; financial services, namely, funds investment; investment of funds for others; providing financial planning and investment strategy information and analysis services for others; financial asset management and investment strategy consulting services