Illegal Activity
none
Blackmail
none
Date
2017-12-07
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
Tazia Smith from Deutsche Bank is following up with Ashish Malhotra regarding a risk premia portfolio opportunity, specifically a 10x levered note. The email also references a previous email chain and a revenue share opportunity with Deutsche Asset Management.
Metadata
- Subject
- RE: Sample Risk Premia Portfolio
- Sender
- Tazia Smith
- Recipients
- Ashish Malhotra
- Document ID
- —
- Date
- 2017-12-07
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Tazia Smith | business | Ashish Malhotra | Tazia Smith is offering Ashish Malhotra a financial product. |
| Audie Apple | business | Ashish Malhotra | Audie Apple sent Ashish Malhotra a transaction summary of a Global Markets portfolio. |
| Deutsche Bank | business | Deutsche Asset Management | Deutsche Bank is offering a revenue share opportunity with Deutsche Asset Management. |
Notable Quotes 2
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!
The portfolio was constructed with an 8% volatility budget and constructed to optimize for 2 key attributes: 1. Market neutrality — no/low correlation to equity beta 2. Low sensitivity to a risking interest rate environment
Financial Information
Amounts:USD [ 1 ]mio10x levered note5% target vol90% put protection-10.00%1% to 1.50%8% volatility budget
Assets:
- Risk Premia Multi-Asset Class 5% Target Volatility Portfolio
- DB Senior Unsecured Note
Transactions:
- Offering a 10x levered note on a 5% target vol, multi asset portfolio with 90% put protection.
- Transaction summary of the Global Markets portfolio
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
People 11
Organizations 5
Deutsche Asset ManagementDB Delta OneDeutsche BankDeutsche Bank Wealth ManagementDeutsche Bank Securities Inc.
Locations 2
New York, NY345 Park Avenue, 26th Floor
Financial Entities 1
Deutsche Bank
Text Analysis
- Tone
- Professional
- Purpose
- To offer Ashish Malhotra a financial product and to follow up on previous discussions.
- Significance
- The document discusses a potential investment opportunity involving a leveraged note and a risk premia portfolio.
File Info
- File Name
- EFTA01409325.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:02.684749
- DOJ Source
- View on DOJ