Illegal Activity
none
Blackmail
none
Date
2017-12-07
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
Tazia Smith is offering Ashish Malhotra a risk premia portfolio investment opportunity, highlighting a note implementation solution that addresses ISDA issues. The email details the terms of a 10x levered note with put protection and a 5% target volatility.
Metadata
- Subject
- RE: Sample Risk Premia Portfolio
- Sender
- Tazia Smith
- Recipients
- Ashish Malhotra
- Document ID
- —
- Date
- 2017-12-07
Relationships 2
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Tazia Smith | business | Ashish Malhotra | Tazia Smith is offering Ashish Malhotra a risk premia portfolio investment opportunity. |
| Deutsche Asset Management | business | DB | Revenue share opportunity with Deutsche Asset Management and DB |
Notable Quotes 2
I don't want to distract you from Eden, but my colleagues have solved for a note implementation solution — cusip can be booked into your current account — as opposed to the swap implementation we were discussing for the example in the April email chain below.
We currently have an anchor indication on a 10x levered note on a 5% target vol, multi asset portfolio with 90% put protection. I thought this underlying and exposure was very relevant for you based on our prior conversations, AND the implementation solves the ISDA issues!
Financial Information
Amounts:10x levered note5% target vol90% put protectionMinimum USD I 1 jmio-10.00%1% to 1.50%
Assets:
- Risk Premia Multi-Asset Class 5% Target Volatility Portfolio
Transactions:
- Risk Premia Transaction
- note implementation solution
- swap implementation
- anchor indication on a 10x levered note on a 5% target vol, multi asset portfolio with 90% put protection
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
People 10
Organizations 2
Deutsche Asset ManagementDB
Financial Entities 1
DB
Text Analysis
- Tone
- Professional
- Purpose
- To offer Ashish Malhotra a risk premia portfolio investment opportunity with a note implementation solution.
- Significance
- The email discusses a potential investment opportunity involving a leveraged note with put protection and addresses ISDA issues.
File Info
- File Name
- EFTA01364381.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:02.148003
- DOJ Source
- View on DOJ