This document outlines the proposed strategic and tactical asset allocations for taxable clients, where hedge funds are suitable. It includes allocations for various asset classes such as equities, fixed income, and alternatives, and is formulated by the Regional Investment Committee within Wealth Management. The document emphasizes that allocations are subject to change and are based on the client's objectives and risk tolerance.
documents/vol00010-efta01358009-pdf.pdf
{"title":"Strategic and Tactical Allocations for Taxable Clients","key_people":["Regional Investment Committee"],"document_date":"2016-03-22","document_type":"tabular","document_subtype":"Investment Allocation","key_organizations":["Deutsche Bank","Wealth Management"],"reference_numbers":["DB-SDNY-0045246","SDNY_GM_00191430","EFTA01358009"]}