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<br />. <br />. . <br /> <br /> <br />. Investment Strategy Selection and Disclosure Form <br /> <br />Date: (I ~ :) "Ç~, è.' L1. <br />, <br /> <br />Agency or District: City of Redwood City <br /> <br />Plan Name: City of Redwood City PARS Separation Incentive Plan <br /> <br />To: HighMark Capital Management, Inc. and Union Bank of California, N.A. <br /> <br />Union Bank of California, N.A. has been or is hereby appointed Investment Manager of the <br />above-referenced Plan. Please invest the assets of the above-referenced Plan and Trust for <br />which you have been appointed Investment Manager in the (select one of the strategies <br />listed below. If you are selecting a Diversified Portfolio, please select an Investment <br />Objective): <br /> <br />Strategy Investment Objective Allocation <br /> <br />H hM k U S T Provide current income with liquidity and stability of <br />b(I IgM ar M. k' trFeasdury principal through investments in short-term U.S, Money Market Fund <br />oney ar e un . , <br />Treasury obligations. <br /> <br /> <br />H' hM k U S Provide current income with liquidity and stability of <br />D Gig ar t M' , principal through investments in short-term obligations M M k t F d <br />overnmen oney , , oney ar e un <br />M k t F d Issued or guaranteed by the U,S. government and Its <br />ar e un . <br />agencies. <br /> <br /> <br />Short-to-Intermediate M" . 't tl .th I I I f . <br />D T F' d I aXlmlze Income consls en y WI a ow eve 0 price F' d I F d <br />erm Ixe ncome I t"'t Ixe ncome un <br />St t vo a II y, <br />ra egy <br /> <br />Provide dependable current income and safety of <br />D UBOC Stable Value principal through direct investments primarily in Stable F' d I F d <br />F d V I I t t . rt. th f' d' Ixe ncome un <br />un a ue ns rumen s or In ce aln 0 er Ixe Income or <br />money market obligations. <br /> <br />( <br />IF) Provide a consistent level of inflation-protected Equity: 5-20% <br />.2 D Conservative income over the long-term. Fixed Income: 60-95% <br />':ê D HighMark PLUS D Index PLUS Cash: 0-20% <br />0 <br />a.. <br />-0 <br />~ Provide current income and moderate capital Equity: 20-40% <br />~ D Moderately Conservative appreciation. Fixed Income: 50-80% <br />.~ 0 HighMark PLUS 0 Index PLUS Cash: 0-20% <br />0 <br /> <br />~ P 'd wth f ' , I d ' Equity: 40-60% <br />0 M derat rovi e gro 0 prlnClpa an Income. F' d I . 40 60°;' <br />0 e D HighMark PLUS D Index PLUS CI;:h: ncome. 0-200/: <br /> <br />*Maximum allocation of total porlfolio to equities in any given time period <br /> <br /> <br />Page 1 of 2 <br /> <br /> <br /> <br />00' .,-,_. <br />