Epstein Index›Documents›EFTA01478009
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01478009: Solicitation, Warrant and Construction (DS10)

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This document describes the multi-asset investment process at Deutsche Bank, focusing on how the Americas Regional Investment Committee develops and refines asset allocations for clients. It outlines the portfolio construction process, involving asset research, allocation strategies, and security selection.

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📋 Key Excerpts11

PersonKeyword
Excerpt 1
asset class specialists.
Excerpt 2
Portfolio Construction CIO View Global Asset Research Allocation MIC1 Regional Asset Allocation RIC2 Security Selection PIC3 Portfolio Management Client
Excerpt 3
EFTA01478016 Multi Asset Investment Process The Americas Regional Investment Committee refines asset allocations for clients Multi Asset Investment Committee

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