The document is a financial report detailing client-level KPIs over a rolling 13-month period, focusing on financial transparency. It includes client relationship details and net new assets (NNA) in USD for each month from December 2014 to December 2015.
documents/vol00010-efta01459525-pdf.pdf
{"title":"Rolling 13 Months KPIs (Client-Level)","key_people":["Paul Morris","Todd R. Wanek"],"document_date":"2015-12","document_type":"tabular","document_subtype":"financial report","key_organizations":["THIRD LAKE CAPITAL","Deutsche Bank","Deutsche AWM"]}