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January 18, 2021

Model Repositioning

Via this update to our investment models, we have sought to boost flexibility to bolster income potential across the model spectrum. Among the more aggressive models (as defined primarily via exposure to equity), we have consolidated positions that maintained potentially more aggressive exposures to credit and duration risk. We similarly expanded such flexibility among less-aggressive models, though with an eye toward maintaining the fixed income portfolio as a potential ballast against equity risk. The model update expresses our belief that greater potential adaptability to the broader interest rate environment may enhance investor outcomes. Among the equity portions of our models, we boosted emerging market equity exposure relative to developed international market equity exposure. We have retained the existing broader split between domestic and international equity exposures, retaining a general U.S. bias.

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