Illegal Activity
none
Blackmail
none
Date
06/30/17
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
The document is a performance report for an Income Strategy for a taxable client ending June 30, 2017. It details the returns of CIO Strategies with U.S. Core Equity compared to a blended benchmark over various time periods.
Metadata
- Subject
- Income Strategy returns Performance' for taxable client ending 06/30/17
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0073288 SDNY_GM_00219472
- Date
- 06/30/17
Relationships 1
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| CIO Strategies | investment | U.S. Core Equity | CIO Strategies uses U.S. Core Equity as U.S. Large Cap Vehicle |
Financial Information
Amounts:1.87%2.22%4.03%8.51%9.66%1.19%8.59%19.02%-16.61%8.90%9.12%6.12%4.014-023%2.31%7.68%8.60%0 97%7.83%i 7 77%-17.06%7.25%8.21%4,42%
Assets:
- U.S. Core Equity
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 4
CIO StrategiesDeutsche BankDeutsche Bank WM-AmericasWM CIO Office
Locations 1
U.S.
Financial Entities 1
Deutsche Bank WM-Americas Core Equity
Text Analysis
- Tone
- Professional
- Purpose
- To present the performance of the Income Strategy for a taxable client ending 06/30/17.
- Significance
- The document provides a performance overview of CIO Strategies with U.S. Core Equity as the U.S. Large Cap Vehicle, comparing it to a blended benchmark.
File Info
- File Name
- EFTA01376849.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:54.058954
- DOJ Source
- View on DOJ