The document discusses a review of a client's investment portfolio, identifying opportunities for new business and challenges. The client has a conservative investment strategy focused on capital preservation and yield. Two main portfolio adjustments are proposed: improving cash asset efficiency and optimizing non-operational investments. Challenges include the client's lack of sophistication and inconsistent investment dialogue.
doj/DataSet10/EFTA01386783.pdf
{"key_people":["Laura Barillaro","Stewart Oldfield"],"document_type":"correspondence","key_locations":["New York","Lexington, KY"],"document_subtype":"memo","key_organizations":["DBTCA","DBNY","RCM","Bessemer Trust"]}