Global Analyst Mitzi Wilson Carletti by Thom Hartle
Senior research analyst Mitzi Wilson Carletti joined Frank Russell Company as a research analyst in
1988 from Merrill Lynch. Carletti researches, monitors and evaluates international money managers as
well as assisting client executives and other research staff to develop client strategy recommendations. In
addition, she oversees and is responsible for non-U.S. derivative and global tactical asset allocation
research. STOCKS & COMMODITIES Editor Thom Hartle spoke with Carletti on March 27, 1992, via
telephone interview, on topics ranging from non-U.S. markets to the ups and downs of the Japanese
"I think investors should be looking outside the U.S. for investments for two reasons: to reduce risk by a
diversification and to increase long-term returns. " –Mitzi Wilson Carletti
I'd like to start with your background. How did you get started in the business?
Well, from 1979 to 1981, I was an associate in the stock lending department of Merrill Lynch, Pierce,
Fenner & Smith's San Francisco office, where I was also the liaison between the firm's New York office
and the Pacific Coast depository. Later, I was responsible for order control on the options floor of the
Pacific Stock Exchange. I then became a financial consultant with Merrill Lynch's Seattle office from
1981 to 1988. I came to Frank Russell Company in 1988.
Do you focus on some specific non-U.S. markets?
I focus on managers based in the U.K. and continental Europe. I'm also responsible for researching global
tactical asset allocation managers and non-U.S. derivative products.