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sd-10-EFTA01380809Dept. of Justice

EFTA Document EFTA01380809

Financial Record

Multi Asset Investment Process The Americas Regional Investment Committee refines asset allocations for clients Multi Asset Investment Committee Global asset allocation Americas Regional Investment Committee (RIC) Asset allocation for U.S. portfolios Selection of third party managers Strategic Asset Allocation - Long term (10-year outlook) - Sensitive to after-tax returns - Changes infrequently (1 year) Retcy • • Tactical Asset Allocation' - Shorter term (12-month outlook) - Sensi

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Dept. of Justice
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sd-10-EFTA01380809
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