The document outlines First Data Corporation's approach to determining the long-term rate of return for plan assets, emphasizing diversification and re-balancing. It details the investment strategy for the company's pension plans, including the target allocation for U.S. and U.K. plans. The U.S. plan targets a 40% equity and 60% debt securities allocation, while the U.K. plan targets 40% off-risk and 60% on-risk assets. The document also discusses risk management and investment monitoring processes.
doj/DataSet10/EFTA01382813.pdf
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