=ABC7A%;<D9>:69<:%EB66;::99 678%699:;<=%>?

667@8

Asset Investment
Global AllocationCommittee
Models
$1MM-$20MM
Asset AllocationInvestible
Models for Investors
With
Index$1Funds
MillionRecommended
to $20 Million in Investable
Assets (Level 2) !"#$"!%&'(!)*+,&-..+"#$/+&012$%&345&6733

Global Bonds
!"#$!% &'(!) Global Equities and
linked Alternative/Absolute
Securities Global Bonds, Global Equities and Alternative/Absolute Return Investments Return Investments
Model Portfolios Model 1 Model 2 Model 3 Model 4 Model 5 Model 6 Model 7 Model 8
Strategic Tactical Strategic Tactical Strategic Tactical Strategic Tactical Strategic Tactical Strategic Tactical Strategic Tactical Strategic Tactical
F!)G#!%H#$4 IJK ILK MLK MMK NK OK JK LK LK MK IK PK - - - -
Global Bonds
Q-R"$(+"-(%F&#/" OJ OO JJ SJ SP IT LP MT IP T O M - - - -
U4)&(%V1&#(*)- MJ MI MI MP W J J L I P L P - - - -
F)R"&-+"-(X
LI IO IN MT IM MM MO O MI I I P - - - -
F)R"&-+"-(YZ"!#("/
H)&,)&#("%[%
MN IN MJ MO MI ML T MP O W M M - - - -
U"01&*(*\"/
]*^4%_*"!/ - - I L L S S J J O O J - - - -
`+"&^*-^%a#&b"($ - - - - I L L S S J S I - - - -
Total Bonds ! !" #$ #! % %" &$ &' &( ) $ - - - -
c)(#!%H#$4%[%U4)&(%
SP LJ IJ IM MJ MM MP O J M J P - - - -
V1&#(*)-%d)-/$
Global Equities
eU%f#&^" - - O MM N MM MI MW MS MN MN IS IS IO IP II
F&)g(4 - - L W S W O MP W MM T MS MI MO MP ML
h#!1" - - L S S S O W W W T MP MI MP MP T
eU%a*/ - - - - I L I L S J S J S S S S
F&)g(4 - - - - M I M I I L I L I I I I
h#!1" - - - - M M M M I I I I I I I I
H#-#/# - - M M M M M M M M I I L L I I
`1&)," - - S I O S N S MP O ML N MW MP MJ O
`1&),"%"i%ej - - L M S I J I W L T S MM O MP L
ej - - M M I I L I L L S S O S J L
V"R"!),"/%k$*# - - I M S M S M O I W I MP L W I
l#,#- - - M P L P L P S P J P W P J P
k$*#% #0*30%"i%l#,#- - - M M M M M M I I I I L L I I
eU%U+#!! - - - - I L I L I L S J S S O O
F&)g(4 - - - - M I M I M I I L I I L S
h#!1" - - - - M M M M M M I I I I L I
m)&!/%"i%eU%U+#!! - - M I I I I I I L L L S S W W
`+"&^*-^%a#&b"($ - - I J L T S MP J MI W MJ T MW MS II
Total Equity - - ) && &$ %# %! #) ## !( !$ # "! ") "! ")
c)(#!%eU%`21*(n - - O MM MI MW MO IL IP IO IO LS LI LS LP LI
c)(#!%V"R"!),"/%%
- - N O ML N MJ N MT MI IJ MJ LS IP LM MW
"i%eU%`21*(n
c)(#!%V"R"!),"/%
- - MS MW IJ IJ LM LM LT LN JM ST OO JS OM ST
a#&b"(%`21*(n
c)(#!%`+"&^*-^%%
- - I J L T S MP J MI W MJ T MW MS II
a#&b"(%`21*(n
Global Alternative/Absolute Return Investments
Z`Qc$ - - I L I L L S S J S J J O J O
H)++)/*(*"$ - - I J I J I J I J L O J N J N
Q-o#(*)-Yf*-b"/%
MP MM L S L S L S L S I I - - - -
U"01&*(*"$
a#-#^"/%p1(1&"$ - - I I S S S S S S J J J J J J
]"/^"%p1-/$ - - J J N N MM MM MM MM MP MP MP MP MP MP
&*R#("%Z"#!%`$(#(" - - - - - - - - - - - - - - - -
&*R#("%`21*(n - - - - - - - - - - - - - - - -
Total Alternative/
Absolute Return )( )) )# )' )' &# &% &$ &# &' &# &$ &! &' &! &'
Investments

23 6B@=7<%>:7<A98%>6;:q%C7@<98 !"#$"%&"'"&%()%*+,)&(#-(%*-')&+#(*)-.%/*$0!)$1&"$%#-/%21#!*30#(*)-$%#(%(4"%"-/%)'%(4*$%+#("&*#!5