Case File
efta-01376839DOJ Data Set 10OtherEFTA01376839
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DOJ Data Set 10
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efta-01376839
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Strategy Overview
CIO Strategies s our discretionary solution for multi asset investors
CIO* Strategies is an open architecture, broadly diversified discretionary portfolio solution which seeks to meet or exceed a clients
return objectives while staying within their stated risk parameters.
In ,r:s.
in each of the four strategies are actively managed to take advantage of tactical opportunities
in different asset classes while maintaining that strategy's risk/return requirements.
ri
Currently utilizes three asset classes arid 14 sub-asset basses; U.S. large cap equity and U.S. investment grade
bonds may be separately managed by proprietary asset class specialists.
EF
Sub-asset classes are implemented through best in class proprietary and third-party mutual funds and ETFs.
'CIO (Chief Investment Office) Strategies
Deutsche Bank
Wery,Itn
4
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0073274
CONFIDENTIAL
SDNY_GM_00219458
EFTA01376839
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