EFTA Document EFTA01452428

From: Tazia Smith Sent: 2/4/2014 12:58:26 PM To: Vinit Sahni ; Nav Gupta [ j; Paul Morris Subject: Fw: percentages get a read from your team IC) Attachments: pic25366.gif Classification: Confidential - 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