EFTA Document EFTA01452436

def to watch From: Tazia Smith To: visit Sahn Nay Gupta Date: 04/02/2014 17:58 Subject: Fw: percentages get a read from your team [C] classification: confidential Paul Morris, - Have some recommendations for modifications to the equity baskets (Healthcare, Financials, Europe, Japan)* - would like to see 5-10% in Tech in us -> take 5% from mortgages, possibly 2-5% from europe and/or 2-5% from energy - PO vs. I0 in mortgages? 5% down from 10% (will speak with traders on existing p