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<br />Type of Plan <br /> <br />Investment Time Horizon <br /> <br />Expected Return <br /> <br />Risk Tolerance <br /> <br />Asset Allocation <br /> <br />Evaluation Benchmark <br /> <br />EXECUTIVE SUMMARY <br /> <br />Defined Benefit <br /> <br />Greater than 10 years <br /> <br />3 percent over CPI <br /> <br />Losses not to exceed 15 percent/year <br /> <br />Asset Class <br />Equities <br />Fix.ed Income <br />Cash and Equivalent <br /> <br />Minimum <br />Weight <br />15% <br />25% <br />0% <br /> <br />Target <br />Weight <br />50% <br />48% <br />2% <br /> <br />Maximum <br />Wei ght <br />75% <br />85% <br />60% <br /> <br />Long-term (over 10 years) <br />· preservation of capital <br />· consistent total portfolio returns <br />· exceed CPI by 3 percent, on an annual basis <br />· maximum negative total return should not be more than 15 percent <br />for anyone year, with this loss occurring no more than once in <br />every 20 years. <br />· sufficient liquidity shall be maintained to pay service pension <br />obligations. <br />