This document outlines 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 formulated by the Regional Investment Committee within Wealth Management and are subject to change based on market conditions.
documents/vol00010-efta01367853-pdf.pdf
{"title":"Strategic and Tactical Allocations for Taxable Clients","key_people":["Regional Investment Committee"],"document_date":"2015-04-20","document_type":"tabular","document_subtype":"investment allocation","key_organizations":["Deutsche Bank","Wealth Management"],"reference_numbers":["DB-SDNY-0059477","SDNY_GM_00205661","EFTA01367853"]}