Illegal Activity
none
Blackmail
none
Date
2015-05-19
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This document presents proposed strategic and tactical asset allocations for a taxable client, considering different investment strategies. It outlines the allocation percentages across various asset classes like equities, fixed income, and alternatives, as recommended by Deutsche Bank's Regional Investment Committee.
Metadata
- Subject
- Strategic and tactical allocations
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0083467, SDNY_GM_00229651
- Date
- 2015-05-19
Relationships 1
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Regional Investment Committee within Wealth Management (RIC) | Business | Deutsche Bank | The asset allocations are formulated by the RIC within Wealth Management of Deutsche Bank. |
Notable Quotes 2
The asset allocations described herein are fomndated by the Regional Investment Commetee within Wealth ktonagernent (RIC) an4 may utilize the following asset class components.
This document is for information purposes orty. Not intended to be an offer or solicitatson. Tice, products ant services above are not appropriate for everyone An interested party must make tallier own independent legal. tax. accounting and financial evaluation of their merits and mks.
Financial Information
Amounts:49.087.0%84.5%15.0%23.5%33.0%42.0%2.0%1.5%2.5%3.5%3.0%4.0%11.5%17.0%22.5%29.0%7.5%11.5%15.0%20.0%2.5%3.0%4.5%5.5%1.5%2.5%3.0%3.5%4.0%3.5%6.0%5.5%6.0%7.0%9.5%8.5%2.0%3.5%4.5%5.5%1.5%2.0%2.5%3.0%50.5%32.0%16.0%2.0%3.0%2.5%4.0%2.0%2.5%2.5%3.0%2.0%2.5%2.5%3.5%2.0%2.0%2.0%2.0%2.0%2.0%2.0%2.0%2.5%20%25%20%3.0%2-0%3.0%7.0%8.5%7.0%6.0%5.0%4.5%3.0%2.0%4.0%4.0%6.0%2.0%1.0%2.0%1.0%2.0%1.0%2.5%1.0%100.0%
Assets:
- Equities
- U.S. Large Cap
- U.S. Small Cap
- EAFE
- European
- Japan
- Pacific ex-Japan
- Emerging Market
- Core Emg MMs Equity
- Emg MN Asia Equity
- Fixed Income & Cash
- Municipal Bonds
- High Yield Bonds
- Intl Bonds- Hedged
- Emerging Market Bonds
- TIPS
- Cash
- Alternatives
- Hedge Funds
- Non-directional HF
- Directional HF
- Commodities
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 3
Deutsche BankDeutsche Bank AGDeutsche Asset
Locations 4
U.S.JapanEuropePacific
Text Analysis
- Tone
- Professional
- Purpose
- To propose strategic and tactical asset allocations for a taxable client, considering different investment strategies (Income, Growth & Income, Growth, Maximum Growth).
- Significance
- This document outlines the proposed asset allocations for a client, providing insights into Deutsche Bank's investment strategies and recommendations.
File Info
- File Name
- EFTA01383686.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:05.051909
- DOJ Source
- View on DOJ