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July 12, 1999 01:00 AM

(M) DIRECTORY OF GLOBAL AND INTERNATIONAL MONEY MANAGERS

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    Marathon-London

    Orion House, 5 Upper St. Martin's Lane, London WC2H 9EA England; phone: (44-171) 497-2211; fax: (44-171) 497-2399

    (U.S. $ millions)

    Total assets 9,040

    Total U.S. institutional tax-exempt 7,075

    U.S. institutional tax-exempt int'l/global 7,075

    Internal international/global 7,075

    Internal international 5,842

    Active equity accounts 5,842

    International asset mix:

    Equity 100%

    Internal global 1,233

    Active equity accounts 1,233

    Global asset mix:

    Equity 100%

    Non-U.S. pension assets 687

    Internally managed 687

    International equity: Committed most heavily to Japan, the U.K., France, Germany and Sweden.

    Global equity: Committed most heavily to the U.S., Japan, the U.K., Canada and France.

    Analysts/portfolio managers: Stationed in London.

    Year registered with SEC: 1990.

    Jeremy J. Hosking is chief investment officer; Helen Blanchard is client contact at (203) 263-0420.

    Martin Currie Inc.

    53 Forest Ave., Old Greenwich, CT 06870; phone: (203) 698-9031; fax: (203) 698-9037; www.martincurrie.com

    (U.S. $ millions)

    Total assets 8,940

    Total U.S. institutional tax-exempt 2,865

    U.S. institutional tax-exempt int'l/global 2,865

    Internal international/global 2,865

    Internal international 2,609

    Active equity accounts 2,497

    Emerging markets equity 112

    International asset mix:

    Equity 98%

    Cash 2%

    Internal global 256

    Active equity accounts 256

    Global asset mix:

    Equity 98.8%

    Cash 1.2%

    Non-U.S. pension assets 879

    Internally managed 879

    International equity: Committed most heavily to the U.K., Japan, France, Germany and Italy.

    Global equity: Committed most heavily to the U.S., U.K., Japan, France and Germany.

    Analysts/portfolio managers: Stationed in Edinburgh and London.

    Year registered with SEC: 1978.

    Parent company: Martin Currie Ltd.

    The statistics shown above include data from Martin Currie Investment Management Ltd., Martin Currie Unit Trusts Ltd. and Martin Currie Private Clients Ltd.

    James Fairweather is chief investment officer; Steve Johnson is client contact.

    Marvin & Palmer Associates

    1201 N. Market St., Suite 2300, Wilmington, DE 19801; phone: (302) 573-3570; fax: (302) 573-6772

    (U.S. $ millions)

    Total assets 7,762

    Total U.S. institutional tax-exempt 5,683

    U.S. institutional tax-exempt int'l/global 5,545

    Internal international/global 5,545

    Internal international 3,897

    Active equity accounts 3,478

    Emerging markets equity 419

    International asset mix:

    Equity 100%

    Internal global 1,647

    Active equity accounts 1,647

    Global asset mix:

    Equity 100%

    Non-U.S. pension assets 863

    Internally managed 863

    International equity: Committed most heavily to the U.K., Japan, France, the Netherlands and Finland.

    Global equity: Committed most heavily to the U.S., the U.K., Japan, Finland and France.

    Analysts/portfolio managers: Stationed in Wilmington.

    Year registered with SEC: 1986.

    David F. Marvin is chief investment officer; Jon Stiklorius, Eugene Mulvaney and Steve Gannon are client contacts.

    Mercator Asset Management

    2400 E. Commercial Blvd., Suite 810, Fort Lauderdale, FL 33308; phone: (954) 771-9660; fax: (954) 771- 9677

    (U.S. $ millions)

    Total assets 3,095

    Total U.S. institutional tax-exempt 2,363

    U.S. institutional tax-exempt int'l/global 2,363

    Internal international/global 2,363

    Internal international 2,315

    Active equity accounts 2,293

    Emerging markets equity 22

    International asset mix:

    Equity 100%

    Internal global 48

    Active equity accounts 46

    Emerging markets equity 2

    Global asset mix:

    Equity 100%

    International equity: Committed most heavily to the U.K., France, Switzerland, Sweden and the Netherlands.

    Global equity: Committed most heavily to the U.K., France, Switzerland, Sweden and Italy.

    Analysts/portfolio managers: Stationed in Fort Lauderdale.

    Year registered with SEC: 1984.

    John G. Thompson is chief investment officer; Michael A. Williams is client contact.

    Merrill Lynch Mercury Asset Management

    725 S. Figueroa, Suite 4000, Los Angeles, CA 90017; phone: (213) 430-1000; fax: (213) 430-1014; www.ml.com

    (U.S. $ millions)

    Total assets 237,464

    Total U.S. institutional tax-exempt 2,674

    U.S. institutional tax-exempt int'l/global 2,478

    Internal international/global 2,478

    Internal international 1,953

    Active equity accounts 1,103

    Balanced 658

    Cash 104

    Transition management 88

    International asset mix:

    Equity 56%

    Cash 5%

    Balanced 34%

    Transition management 5%

    Internal global 526

    Active equity accounts 14

    Active bond accounts 512

    Global asset mix:

    Equity 3%

    Bonds 97%

    Non-U.S. pension assets 155,900

    Internally managed 155,900

    International equity: Committed most heavily to the U.K., Switzerland, Germany, France and the Netherlands.

    Global equity: Committed most heavily to the U.S., the U.K., Switzerland, the Netherlands and Japan.

    Analysts/portfolio managers: Stationed in Princeton, N.J.; London, Melbourne, Singapore, Sydney, Tokyo, and Toronto.

    Year registered with SEC: 1976.

    Parent company: Merrill Lynch & Co. Inc.

    The statistics shown above exclude data from Hotchkis & Wiley.

    Don Steinbrugge is client contact.

    MFS Investment Management

    500 Boylston St., Boston, MA 02116; phone: (617) 954-5514; fax: (617) 954-6657; www.mfs.com

    (U.S. $ millions)

    Total assets 103,173

    Total U.S. institutional tax-exempt 16,390

    U.S. institutional tax-exempt int'l/global 791

    Internal international/global 791

    Internal international 67

    Active equity accounts 67

    International asset mix:

    Equity 100%

    Internal global 724

    Active equity accounts 512

    Emerging markets equity 22

    Balanced 138

    Active bond accounts 51

    Emerging markets debt 1

    Global asset mix:

    Equity 93%

    Bonds 7%

    International equity: Committed most heavily to the U.K., France, Japan, the Netherlands and Sweden.

    Global equity: Committed most heavily to the U.S., the U.K., France, Japan and the Netherlands.

    Analysts/portfolio managers: Stationed in Boston, London, Singapore and Tokyo.

    Year registered with SEC: 1969.

    Parent company: Sun Life Assurance Co. of Canada.

    John W. Ballen is chief investment officer; Edward M. Swan, Jr. is client contact.

    Morgan Grenfell Asset Management Ltd.

    20 Finsbury Circus, London EC2M 1NB England; phone: (212) 230- 2600; fax: (212) 755-9087; morgan-grenfell.com

    (U.S. $ millions)

    Total assets 170,538

    Total U.S. institutional tax-exempt 20,953

    U.S. institutional tax-exempt int'l/global 10,484

    Internal international/global 10,484

    Internal international 6,715

    Active equity accounts 4,294

    Emerging markets equity 320

    Active bond accounts 1,689

    Emerging markets debt 412

    International asset mix:

    Equity 69%

    Bonds 31%

    Internal global 3,769

    Balanced 1,071

    Active bond accounts 2,698

    Global asset mix:

    Equity 14%

    Bonds 86%

    Non-U.S. pension assets 82,438

    Internally managed 82,438

    International equity: Committed most heavily to the U.K., Japan, France, the Netherlands and Switzerland.

    Global equity: Committed most heavily to the U.S., the U.K., Greece, Hungary and Poland.

    Analysts/portfolio managers: Stationed in London, Frankfurt, Tokyo, Singapore, Hong Kong, Milan, New York and Philadelphia.

    Year registered with SEC: 1977.

    Parent company: Deutsche Bank.

    The statistics shown above include data from Morgan Grenfell Investment Services Ltd. and Morgan Grenfell Inc.

    Greg Fisher is chief investment officer; Christopher Thorsheim is client contact in New York.

    J.P. Morgan Investment Management Inc.

    522 Fifth Ave., New York, NY 10036; phone: (212) 837-2300; fax: (212) 837-1067; www.jpmorgan.com

    (U.S. $ millions)

    Total assets 320,226

    Total U.S. institutional tax-exempt 143,053

    U.S. institutional tax-exempt int'l/global 20,188

    Internal international/global 20,188

    Internal international 11,939

    Active equity accounts 8,351

    Indexed equity accounts 736

    Emerging markets equity 2,700

    Emerging markets debt 75

    Alternative investments 77

    International asset mix:

    Equity 98.7%

    Bonds 0.6%

    Alternative investments 0.7%

    Internal global 8,249

    Active equity accounts 394

    Balanced 4,878

    Active bond accounts 2,977

    Global asset mix:

    Equity 43.2%

    Bonds 53.8%

    Cash 3.0%

    Overlay strategies:

    Forwards 17,700

    Internally managed underlying assets 17,700

    Non-U.S. pension assets 27,176

    Internally managed 27,176

    International equity: Committed most heavily to the U.K., Japan, France, Germany and the Netherlands.

    Global equity: Committed most heavily to the U.S., the U.K., Japan, France and Germany.

    Analysts/portfolio managers: Stationed in New York, Frankfurt, Geneva, London, Madrid, Houston, Singapore, Milan, Tokyo and Paris.

    Year registered with SEC: 1984.

    Parent company: J.P. Morgan & Co. Inc.

    Eve Guernsey is client contact.

    Morgan Stanley Dean Witter

    1221 Avenue of the Americas, New York, NY 10020; phone: (212) 762-4000; fax: (212) 762-7401; msdw.com

    (U.S. $ millions)

    Total assets* 385,000

    Total U.S. institutional tax-exempt 125,086

    U.S. institutional tax-exempt int'l/global 51,704

    Internal international/global 43,109

    Internal international 30,616

    Active equity accounts 29,127

    Emerging markets equity 320

    Active bond accounts 364

    Emerging markets debt 780

    Real estate equity 25

    International asset mix:

    Equity 96%

    Bonds 4%

    Internal global 12,493

    Active equity accounts 1,430

    Indexed equity accounts 27

    Emerging markets equity 3,412

    Balanced 4,784

    Active bond accounts 2,840

    Global asset mix:

    Equity 66%

    Bonds 34%

    Non-U.S. pension assets 2,500

    Internally managed 833

    *Total assets as of Feb. 28.

    In addition to the assets listed above, Morgan Stanley Dean Witter & Co. oversees $8.59 billion in U.S. institutional tax-exempt assets managed by external firms. Of that, $2.74 billion was in international and $5.85 billion in global accounts.

    International equity: Committed most heavily to the U.K., Japan, France, Switzerland and Germany.

    Global equity: Committed most heavily to the U.S., Mexico, South Korea, Brazil and Taiwan.

    Analysts/portfolio managers: Stationed in New York; West Conshohocken, Pa.; Amsterdam; London; Mumbai; Singapore; and Tokyo.

    Year registered with SEC: 1975.

    The statistics shown above include data from Morgan Stanley Dean Witter Investment Management Inc., Morgan Stanley Dean Witter Investment Management Ltd., Morgan Stanley Dean Witter Investment Management Co., Morgan Stanley Asset & Investment Trust Management Co. Ltd. and Miller Anderson & Sherrerd LLP.

    Richard Worley is chief investment officer; Tracey H. Ivey is client contact.

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