CIO Strategies is a discretionary portfolio solution for multi-asset investors, aiming to meet or exceed client return objectives within risk parameters. It involves active management of investment allocations across asset classes to leverage tactical opportunities while adhering to risk/return requirements. The strategy includes three asset classes and 14 sub-asset classes, with U.S. large cap equity and U.S. investment grade bonds potentially managed by proprietary specialists. Implementation is through proprietary and third-party mutual funds and ETFs.
doj/DataSet10/EFTA01376839.pdf
{"title":"CIO Strategies Overview","key_people":["CIO (Chief Investment Office)"],"document_type":"tabular","document_subtype":"investment strategy overview","key_organizations":["Deutsche Bank Wealth Management"],"reference_numbers":["DB-SDNY-0073274","SDNY_GM_00219458","EFTA01376839"]}