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Master Trust Universes

Our Trust Universes are a premier fund-level peer comparison service available in the marketplace today and are invaluable for making comparisons of both performance and asset allocation results. They consist of observations from our substantial client base and other leading consulting and trust/custody organizations. Our Trust Universes are available on both a monthly and quarterly basis and the underlying data is available to customize universes based on plan size and/or asset allocation restrictions. Wilshire Trust Universe Comparison Service® (Wilshire TUCS®) information is also available through our offering.

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