The document is a correspondence from Andrew King, CFA, Vice President of Deutsche Bank Securities Inc., discussing an investment strategy that offers an incremental return stream and diversification benefits. The strategy uses an investor's existing portfolio as collateral and is managed through a separately managed account (SMA) with transparency and liquidity. Harvest, the strategy manager, has over $108 billion in assets under management and a team of 15 experienced professionals. The document also mentions risks associated with the strategy and refers to a presentation for more details.
documents/EFTA01387742.pdf
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