Illegal Activity
none
Blackmail
none
Date
3/31/15
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document presents the performance of a growth strategy for a taxable client ending 3/31/15, comparing CIO Strategies with U.S. Core Equity against a blended benchmark. It includes annualized performance gross of fees for various periods and annual performance from 2005 to 2014.
Metadata
- Subject
- Growth Strategy returns Performance' for taxable client ending 3/31/15
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0087699 SDNY_GM_00233883
- Date
- 3/31/15
Relationships 1
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| CIO Strategies | investment vehicle | U.S. Core Equity | CIO Strategies uses U.S. Core Equity as a U.S. Large Cap Vehicle |
Financial Information
Amounts:3.511.939.788.308.424.159.277.987.355.887.074.84%17.64%14.43-2.94%13.79%29.09%30.42%12.52%3.40%16.25%13.25%-2.57%11.89%25.85%-31.31%8.02%5.5714.39%15.39%6.91%
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 4
CIO StrategiesDeutsche BankDeutsche AssetWM-Americas
Locations 1
U.S.
Text Analysis
- Tone
- Informative
- Purpose
- To present the performance of a growth strategy for a taxable client.
- Significance
- The document provides a performance overview of CIO Strategies with U.S. Core Equity as the U.S. Large Cap Vehicle against a blended benchmark.
File Info
- File Name
- EFTA01386136.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:28.710589
- DOJ Source
- View on DOJ