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need help on this Actual return (actual mix at actual return) Strategic return (strategic mix at strategic return) Allocation return (actual mix at strategic return)

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Actual return (actual mix at actual return) Strategic return (strategic mix at strategic return) Allocation return (actual mix at strategic return) Pension return (long-term objective) Calculate 1 Calculate 2 Calculate 3 7.0% Strategic Mix 5% Cash Bonds Equity 40% 55% Actual Mix 10% 30% 60% Beta 0.0 0.6 1.1 Actual Return Strategic Return 3% 6% 9% Cash Bonds Equity 1% 6%% 12% Results: Overall performance gain versus strategy: Gain versus long-term objective: A - Strategy Policy Return B - Allocation Return impact +/- to return A C - Actual Return impact +/- to return B D-What is the portfolio Beta? E - What is your overall assessment of the portfolio performance

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