Copy_of_Product_Level_Mandatory_Requirements_Table_A(a).xlsx

Table I

Enter the Inception Date for each client. The Inception Date must be before January 1, 2007. You must include at least 10 valid dates. Monitoring and analyzing the liability hedging assets or investments on an ongoing basis, analyzing the liabilities at least monthly, and recalibrating the asset portfolio over multiple years and through to an anticipated fully funded status for at least 5 clients for at least 5 years.

Enter the Inception Date for each client. The Inception Date must be before January 1, 2012. You must include at least 5 valid dates. LDI glide path development, implementation, and monitoring for at least 3 clients for at least 3 years.

Enter the Inception Date for each client. The Inception Date must be before January 1, 2014. You must include at least 3 valid dates. Active fixed income asset management for LDI mandates benchmarked against standard markets indices, such as (but not limited to) Bloomberg's Long Government, Long Credit, Treasuries, TIPS, and STRIPS indices or sub-components thereof and blends of these indices or sub-components thereof for at least 10 clients for at least 10 years.

Enter the Inception Date for each client. The Inception Date must be before January 1, 2007. You must include at least 10 valid dates. Managing highly customized long duration mandates benchmarked to clients' liabilities for at least 5 clients for at least 5 years.

Enter the Inception Date for each client. The Inception Date must be before January 1, 2012. You must include at least 5 valid dates. Developing and implementing a completion portfolio mandate that effectively fills in the gaps in the liability hedge for clients, such as completion portfolio overlaps for at least 3 clients for at least 3 years.

Enter the Inception Date for each client. The Inception Date must be before January 1, 2014. You must include at least 3 valid dates.