Epstein Index›Documents›EFTA01454214
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01454214: Asset (DS10)

Financial RecordDate unavailableEFTA014542141 keyword hits
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A Deutsche Bank document discussing asset allocation strategies, referencing investment metrics for determining appropriate asset classes. The document mentions specific financial amounts including $9.9 million and $3.6 million in the context of portfolio management and asset class balancing.

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Excerpt 1
from Asset Class 2 1.28% 99 $9.9 million 0.35 $3.6 million an asset allocation perspective.
Excerpt 2
& Wealth Management (and often higher growth asset classes) in the private placement portfolio cause the asset classes to become out of bal- the most
Excerpt 3
In this way, TEM is an excel- and advisor still need to determine which asset classes lent metric to determine which asset classes from the should be placed

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