Effective Portfolios and Practices
The Retirement Services Group’s goal is to leverage GSAM’s best thinking in Defined Benefit investment policy design for Defined Contribution plans. Our specialists can:
Advise you on portfolio construction trends based on current research and analysis. |
Prepare investment analyses using specialized tools like Morningstar® Advisor WorkstationSM and Zephyr StyleADVISOR. |
Construct portfolios that address participants’ diversification needs, risk parameters and retirement goals. |
Expand your sales opportunities with our prospecting tools and CE seminars. |
Provide one-on-one organizational and investment discussion on topics ranging from investment trends in Defined Contribution plans to marketing and branding insights. |
Build awareness through our wide array of investor education materials. |
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Making Sense of the Markets
Strive to enhance plan results and provide a sustainable retirement for participants by leveraging the thought leadership of senior Goldman, Sachs & Co. economists and strategists. To help you make sense of complex, interconnected global markets and make informed investment and retirement planning decisions, you can:
Access Goldman, Sachs & Co. research, market views and economic perspectives via Goldman360.com. |
Hear directly from senior Goldman Sachs decision makers as they deliver insights on markets and portfolio construction strategies via
the GSAM Conference Call Series. |
Leverage the GSAM Weekly Market Monitor and GSAM Monthly Market Pulse – the firm’s current economic and market views to help your plan sponsor clients make the most informed investment decisions. |
Track industry trends with our suite of topical white papers. |
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Market Pulse Monthly and
Market Monitor Weekly |
Quarterly Economic
Update |
Conference Call Series |
Quarterly Outlook for the U.S. Economy |
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Lasting Solutions for Client Portfolios
With over 70 funds spanning investment styles, asset classes, and share classes, we offer investment solutions that are designed for adaptability as plan sponsors’ needs evolve by capitalizing on three core strengths:
| INSIGHT |
ABILITY |
RESPONSIBILITY |
| Local presence in 26 cities worldwide enables continuous sourcing of leading investment ideas. |
With expertise in up and down markets across
20 global asset classes, our teams offer the
skill and scope necessary to invest wisely in complex markets. |
Our deep-rooted commitment to risk management and our culture of accountability result in confidence that investor interests always
come first. |
Capabilities Brochure
Screenshots are for illustrative purposes only.
Top Performers within The Goldman Sachs Fund Family
June 30, 2010
DISCLOSURES
A summary prospectus, if available, or a Prospectus for the Fund containing more information may be obtained from your authorized dealer or from Goldman, Sachs & Co. by calling 1-800-526-7384. Please consider a fund's objectives, risks, and charges and expenses, and read the summary prospectus, if available, and the Prospectus carefully before investing. The summary prospectus, if available, and the Prospectus contains this and other information about the Fund.
The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
Diversification does not protect an investor from market risk and does not ensure a profit.
GSAM leverages the resources of Goldman, Sachs & Co. subject to Chinese Wall restrictions.
Morningstar® Advisor WorkstationSM is a service mark of Morningstar, Inc.
Goldman, Sachs & Co. is the distributor of the Goldman Sachs Funds.
The past performance of the Funds is no indication of their future results. Please see reverse for important additional information.
Lipper Rankings as of June 30, 2010
Small Mid Cap Growth (Mid-Cap Growth Funds) Class I: 1 Year, 93/412; 5 Year, 10/313; 10 Year, n/a
Growth Opportunities (Mid-Cap Growth Funds) Class I: 1 Year, 159/412; 5 Year, 39/313; 10 Year, 12/173
Tollkeeper (Science & Technology Funds) Class I: 1 Year, 51/132; 5 Year, 15/114; 10 Year, 17/72
Small Cap Value (Small-Cap Core Funds) Class I: 1 Year, 112/760; 5 Year, 152/551; 10 Year, 33/280
Mid Cap Value (Mid-Cap Value Funds) Class I: 1 Year, 99/190; 5 Year, 46/134; 10 Year, 5/55
U.S. Equity Dividend & Premium (Equity Income Funds) Class I: 1 Year, 95/280; 5 Year, n/a; 10 Year, n/a
Income Strategies (Mixed-Asset Target Allocation Moderate Funds) Class I: 1 Year, 34/492 ; 5 Year, n/a; 10 Year, n/a
Short Duration Gov. (Short U.S. Government Funds) Class I: 1 Year, 42/88; 5 Year, 1/81; 10 Year, 1/60
Emerging Market Debt (Emerging Market Debt Funds Class I: 1 Year, 12/98; 5 Year, 8/49; 10 Year, n/a
Enhanced Income (Ultra-Short Obligations Funds) Class I: 1 Year, 42/63; 5 Year, 11/53; 10 Year, n/a
Morningstar Ratings as of June 30, 2010
Small Mid Cap Growth (Mid-Cap Growth Funds) Class I: 3 Year, 5 stars /694; 5 Year, 5 stars /612; 10 Year, n/a
Growth Opportunities (Mid-Cap Growth Funds) Class I: 3 Year, 5 stars /694; 5 Year, 4 stars /612; 10 Year, 4 stars /354
Tollkeeper (Science & Technology Funds) Class I: 3 Year, 5 stars /186; 5 Year, 4 stars /177; 10 Year, 4 stars /116
Small Cap Value (Small-Cap Core Funds) Class I: 3 Year, 4 stars /321; 5 Year, 4 stars /251; 10 Year, 4 stars /129
Mid Cap Value (Mid-Cap Value Funds) Class I: 3 Year, 3 stars /345; 5 Year, 3 stars /259; 10 Year, 4 stars /87
U.S. Equity Dividend & Premium (Equity Income Funds) Class I: 3 Year, 4 stars /1810; 5 Year, n/a; 10 Year, n/a
Income Strategies (Mixed-Asset Target Allocation Moderate Funds) Class I: 3 Year, 3 stars/157; 5 Year, n/a; 10 Year, n/a
Short Duration Gov. (Short U.S. Government Funds) Class I: 3 Year, 5 stars /149; 5 Year, 5 stars /143; 10 Year, 5 stars/118
Emerging Market Debt (Emerging Market Debt Funds) Class I: 3 Year, 3 stars/78; 5 Year, 3 stars/58; 10 Year, n/a
Enhanced Income (Ultra-Short Obligations Funds) Class I: 3 Year, 3 stars/87; 5 Year, 4 stars/77; 10 Year, n/a
Lipper Total Return Rankings: Lipper Analytical Services, Inc., an independent publisher of mutual fund rankings, records rankings for these and other Goldman Sachs Funds for one-year, three-year, five-year, and ten-year total returns ended 6/30/10. Lipper compares mutual within a universe of with similar investment objectives, including dividend reinvestment. Lipper rankings are based on total return at net asset value and do not reflect sales charges. Lipper rankings do not imply that the fund had a high total return. Past performance is not a guarantee of future results.
Morningstar Risk-Adjusted Ratings: The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating Metrics. Morningstar, Inc. is an independent publisher of mutual fund research and ratings. Ratings reflect a fund’s risk-adjusted 3-, 5, and 10-year total returns, including any sales charge. A Fund is rated against all other in its category. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%; 3 stars to the next 35%; 2 stars to the next 22.5%; and 1 star to the bottom 10%. Morningstar only rates with at least a 3-year history.
Mutual funds are subject to various risks as described fully in each funds’ prospectus. There can be no assurance that the funds will achieve their investment objectives. The equity markets are volatile, but not all stocks are equally volatile. Some funds will be subject to style risk which is the risk that the growth investing or value investing style of the fund may be out of favor in the marketplace for various periods of time. Investments in fixed income securities are subject to the risks associated with debt securities including credit, price and interest rate risk. Funds that invest in high yield, lower-rated bonds may contain more risk due to the increased possibility of default. Asset allocation portfolios invest primarily in other Goldman Sachs Funds and are subject to the risk factors of those funds. Some of those risk factors include the volatility of US and non-US equity investments; the credit risk and volatility of high yield bonds; and the political and currency risks of non-US securities.
Goldman Sachs Tollkeeper FundSM is a registered service mark of Goldman, Sachs & Co. Effective July 31, 2010, the Goldman Sachs Tollkeeper Fund was renamed the Goldman Sachs Technology Tollkeeper Fund.
Mutual funds are sold by prospectus only. Encourage your client to consider the investment objectives, risks, charges and expenses of the mutual fund carefully before investing. The prospectus contains this and other information about the fund. The prospectus must be read carefully before investing.
Opinions expressed are current opinions as of the date appearing in this material only. No part of this material may, without GSAM’s prior written consent, be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorized agent of the recipient.
Goldman, Sachs & Co. is the distributor of the Goldman Sachs Funds.
Copyright 2010 Goldman, Sachs & Co. All Rights Reserved.
Date of first use: October 1, 2010
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