This document outlines proposed strategic and tactical asset allocations for taxable clients where hedge funds are suitable. It includes allocations for different investment strategies: Income, Growth & Income, Growth, and Maximum Growth. The allocations are formulated by the Regional Investment Committee within Wealth Management and are subject to change based on market judgments.
documents/vol00010-efta01361141-pdf.pdf
{"title":"Strategic and Tactical Allocations for Taxable Clients","document_date":"2015-05-19","document_type":"tabular","document_subtype":"Investment Allocation Proposal","key_organizations":["Deutsche Bank","Regional Investment Committee","Wealth Management"],"reference_numbers":["DB-SDNY-0050061","SDNY_GM_00196245","EFTA01361141"]}