The document discusses the advantages of asset allocation strategies in private placement portfolios, comparing diversified portfolios with those focused on asset classes with the highest tax exemption multiples (TEMs). It includes assumptions about tax rates and asset allocation, and highlights the importance of execution and partnering with advisors for optimal investment strategies. The document also touches on the investor control doctrine and the challenges of adding custom IDFs to carrier platforms.
doj/DataSet10/EFTA01454215.pdf
{"title":"Asset Allocation Advantage","key_people":["Edward J. Finley","Michael Liebeskind","Mike Cohn","Edward J. Finley II","C. Reed"],"document_date":"June 2014","document_type":"media","key_organizations":["Deutsche Asset & Wealth Management","Deutsche Bank Trust Company Americas"],"reference_numbers":["DB-SDNY-0112199","SDNY_GM_00258383","EFTA01454215"]}