Epstein Index›Documents›EFTA01369990
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01369990: Endowment and Tied Up (DS10)

Financial RecordDate unavailableEFTA013699901 keyword hits
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A financial advisory document discussing investment strategies for cash reserves and endowment-like assets. The document recommends a combination of DBNY CDs and RCM for funds that can remain invested longer to generate higher yields, and indicates a separate discussion focused on investments for non-operational assets structured as endowments.

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Excerpt 1
For cash that can be **tied** **up** a bit longer to generate more yield, we will recommend a combination of DBNY CDs and RCM.
Excerpt 2
The second topic of discussion will be focused more on investments for assets that are not operational and more **endowment**-like.

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