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4 Dynamic Allocation

4 Dynamic Allocation With dynamic asset allocation, the Multi-Manager Retirement Trusts’ glide path can be monitored and adjusted in response to changing market conditions. If there’s a big increase in market volatility or a sharp change in the correlations of diversifying asset classes, adjusting the glide path dynamically may help cushion the impact. The portfolios focus primarily on moderating risk, not increasing returns. This is reflected in their range of flexibility to adjust the overall equity allocation. This range is tilted to the downside, which means there’s more latitude to reduce equity exposure than to increase it. Flexibility to Dynamically Adjust Glide Path. Focused on Reducing Risk. Typical Range 100 80 60 Range of Equity and Fixed Income Exposure 40 20 Target 0 20 25 30 35 40 45 50 55 60 65 70 75 80 85+ DAA: Range of Equity and Fixed Income Exposure 65 Five Year Old Vintage (Percent) 100 Equity Exposure* Fixed Income Exposure 80 60 40 20 0 Large Cap Small Cap/ Mid Cap Defensive Diversifiers Real Estate/ Commodities Real Bond Diversifiers High Income Nominal Bond Short Duration *Equity exposure includes traditional equities, equity diversifiers, real estate and commodities Source: AB 4 For plan sponsor, home office or financial advisor use only. Not for inspection by, distribution or quotation to, the general public.

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