The document outlines an overlay strategy for client portfolios, highlighting features such as cash, fixed income, and equities. It emphasizes the benefits of the strategy, including no initial capital requirement, no change to existing weightings, no liquidation of holdings, and maintaining flexibility to change positions. The strategy aims to increase returns and cash flow without adjusting existing portfolio assets.
documents/vol00010-efta01362940-pdf.pdf
{"document_type":"tabular","document_subtype":"financial strategy overview","key_organizations":["HARVEST"],"reference_numbers":["DB-SDNY-0052692","SDNY_GM_00198876","EFTA01362940"]}