Illegal Activity
none
Blackmail
none
Date
06/30/17
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This document is a performance report for the Growth & Income Strategy for taxable clients, ending June 30, 2017. It details the annualized performance gross of fees for CIO Strategies compared to a blended benchmark from 2005 to 2017.
Metadata
- Subject
- Growth & Income Strategy returns
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0073289, SDNY_GM_00219473
- 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:2.89%5.55%2.12%-1.16%4.37%3.01%12.79%11.60%12.03%10.86%-1.03%-0.89%11.33%9.84%23.78%21.71%-23.04%-23.96%10.92%7.97%11.78%11.92%7.03%5.67%
Assets:
- U.S. Core Equity
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flow
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 Growth & Income Strategy for taxable clients ending 06/30/17.
- Significance
- This document provides a performance overview of the CIO Strategies' Growth and Income strategy, including annualized performance gross of fees from 2005 to 06/30/17.
File Info
- File Name
- EFTA01376850.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:37.833727
- DOJ Source
- View on DOJ