Case File
efta-01380807DOJ Data Set 10OtherEFTA01380807
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DOJ Data Set 10
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efta-01380807
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1
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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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