This document outlines the proposed strategic and tactical asset allocations for taxable clients where hedge funds are suitable. It includes allocations for different investment strategies: Income, Growth & Income, Growth, and Maximum Growth. The allocations are divided into categories such as Equities, Fixed Income & Cash, and Alternatives, with specific percentages for subcategories like U.S. Large Cap, Municipal Bonds, and Hedge Funds. The document emphasizes that these allocations are subject to change and are based on the Regional Investment Committee's outlook within Deutsche Bank's Wealth Management division.
doj/DataSet10/EFTA01376847.pdf
{"title":"Strategic and Tactical Allocations for Taxable Clients","key_people":["Regional Investment Committee"],"document_date":"2017-07-26","document_type":"tabular","document_subtype":"investment allocation table","key_organizations":["Deutsche Bank","Wealth Management"],"reference_numbers":["DB-SDNY-0073285","SDNY_GM_00219469","EFTA01376847"]}