The report discusses the selection of asset classes for private placement life insurance (PPLI) and variable annuities (PPVA) portfolios to maximize tax-deferral benefits. It evaluates the effectiveness of hedge funds and other asset classes in these portfolios, introducing metrics like tax-exemption multiple (TEM) and tax-deferral multiple (TDM) to assess long-term benefits. The report suggests strategies for asset location and highlights the importance of compounding in tax deferral benefits.
documents/vol00010-efta01468830-pdf.pdf
{"title":"Committee Report: Investments","key_people":["Andrew N. King","Edward J. Finley II"],"document_date":"June 2014","document_type":"correspondence","key_locations":["New York"],"document_subtype":"report","key_organizations":["Deutsche Bank Trust Company Americas","Deutsche Asset & Wealth Management"],"reference_numbers":["EFTA01468830","EFTA01468831","EFTA01468832","EFTA01468833","EFTA01468834","EFTA01468835","EFTA01468836","EFTA01468837","EFTA01468838","EFTA01468839","EFTA01468840","EFTA01468841"]}