Epstein Index›Documents›EFTA01386132
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01386132: Asset (DS10)

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Document describing JPMorgan's proprietary asset allocation methodology for client accounts. The document outlines a forward-looking approach to asset allocation construction that does not rely solely on historical returns and is customized based on each investor's unique risk and return objectives.

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🔑 Evidence Keywords
assetclientconstruction

📋 Key Excerpts3

PersonKeyword
Excerpt 1
Proprietary **asset** allocation process Our process does not rely solely on historical returns.
Excerpt 2
Forward-looking We utilize a forward-looking approach to **asset** allocation construction.
Excerpt 3
Client specific **Asset** allocation is based on each investor's unique risk/return objectives.

📄 Original Document

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Read the full document (167 words)

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Source: U.S. Department of Justice

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