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efta-efta01460025DOJ Data Set 10CorrespondenceEFTA Document EFTA01460025
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
Multi Asset Investment Process
Portfolio implementation & Research Proces. .
The Global Investment Group Selection Process
Database
Initial Fact
On-site
Screening
Finding
visits
Performance, risk,
Learn about
Interview
peer rankings
firm/strategy
principals,
via
senior
conference
management,
calls and
portfolio
questionnaire
managers
and analysts
Further
Final
analysis
Assessment
Qualitative and
Finalists
quantitative
presented to
analysis using
GIG Investment
state-of-the-art
Committee
tools
Focus on
consistency,
stability and
predictability
— We seek to identify the strongest candidates from a broad database of asset managers.
— We isolate and analyze quantitative and qualitative factors that we believe are the key drivers
of potential future performance.
Son Detteche BarE Wealth Management
Deutsche Bank
Wealth t.-ianaoement
B
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e)
CONFIDENTIAL
SDNY_GM_00267082
DB-SDNY-0 120898
EFTA01460025
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