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January 18, 2022

Model Update

This latest update to our investment models includes the following themes:

  • Across all models we have sought to lower the duration “cap” incorporated into our fixed income allocations while maintaining the flexibility to access additional yield through exposure to credit
  • Within the equity component of our models, as a consequence of more recent differentials in relative performance, we updated target exposures to maintain our desired U.S. bias relative to international markets and our exposure to international developed markets, versus emerging markets
20220118 SAM Trade Update

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