FROM: Lisa Sorani, Manager of HR Employee Services LS -

More documents

Recommendations

Info

Recommendations • Include the modeled Real Return class in the A/L study to determine its attractiveness versus other classes • Depending on the policy portfolio finally selected by the Board, the Real Return class may or may not receive an allocation 24 24
Appendix 25 25
Page 21 and 22:
M E M O R A N D U M Date: April 29,
Page 23 and 24:
Recent Investment Performance Barro
Page 25:
Additional Considerations Barrow Ha
Page 29 and 30:
For example, as of the most recent
Page 31 and 32:
Q1 - 2013 Preliminary Recent Invest
Page 33 and 34:
Q1 - 2013 Preliminary Periods endin
Page 35:
Q1 - 2013 Preliminary Fixed Income
Page 38 and 39:
AGENDA ITEMS Section Tab Current In
Page 40 and 41:
THE CURRENT INTEREST RATE ENVIRONME
Page 42 and 43:
Page 44 and 45:
Page 46 and 47:
Page 48 and 49:
Page 50 and 51:
SECTION 2 LOOKING FORWARD Source: W
Page 52 and 53:
LOOKING FORWARD: INTRODUCTION r •
Page 54 and 55:
LOOKING FORWARD: POSSIBLE OUTCOMES
Page 56 and 57:
POSSIBLE OUTCOMES: ALTERNATIVE SCEN
Page 58 and 59:
Page 60 and 61:
Page 62 and 63:
Page 64 and 65:
Page 66 and 67:
Page 68 and 69: POSSIBLE OUTCOMES: ALTERNATIVE SCEN
Page 78 and 79: LOOKING FORWARD: CONCLUSIONS r •
Page 80 and 81: INVESTMENT OPTIONS r • In light o
Page 82 and 83: INVESTMENT OPTION 2 r • Option 2:
Page 84 and 85: INVESTMENT OPTION 4 r • Option 4:
Page 86 and 87: INVESTMENT OPTION 4-A r • Option
Page 88 and 89: INVESTMENT OPTION 4-B r • Option
Page 90 and 91: INVESTMENT OPTION 4-C r • Option
Page 92 and 93: CONCLUSIONS r • There are a few a
Page 95 and 96: Considering a Real Return Class Eas
Page 97 and 98: Defining Inflation • Inflation is
Page 99 and 100: Expert Views 5
Page 101 and 102: Expert Views: Inflation Doves • B
Page 103 and 104: Expert Views: Inflation Doves The E
Page 105 and 106: Expert Views: Inflation Hawks • B
Page 107 and 108: Expert Views: Inflation Hawks The E
Page 109 and 110: Expert Views: Summary • Experts a
Page 111 and 112: Institutional Investor Response •
Page 113 and 114: Modeling the Real Return Class •
Page 115 and 116: Modeling the Real Return Class •
Page 117: Implementing a Real Return Class
Page 121 and 122: Modeling a Real Return Class SUMMAR
Page 123 and 124: A Brief Description of Global Infla
Page 125 and 126: A Brief Description of Absolute Ret
Page 127 and 128: A Brief Description of Absolute Ret
Page 129 and 130: A Brief Description of Commodities
Page 131 and 132: A Brief Description of Oil & Gas RE
Page 133 and 134: A Brief Description of Oil & Gas RE
show all

FROM: Lisa Sorani, Manager of HR Employee Services LS -

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?