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efta-01380807DOJ Data Set 10Other

EFTA01380807

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DOJ Data Set 10
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efta-01380807
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Strategy Overview CIO Strategies is 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 client's return objectives while staying within their stated risk parameters. Investment allocations 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. Currently utilizes three asset classes and 14 sub-asset classes; U.S. large cap equity and U.S. investment grade bonds may be separately managed by proprietary asset class specialists. are implemented through top-quartile proprietary and third-party mutual funds and ETFs. Deutsche Bank Wealth Management 3 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0079360 CONFIDENTIAL SDNY_GM_00225544 EFTA01380807

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