Epstein File EFTA01380807: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01380807: Asset (DS10)

Financial RecordDate unavailableEFTA013808071 keyword hits

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An investment management document describing an asset allocation strategy utilizing three primary asset classes and 14 sub-asset classes. The document indicates that U.S. large cap equity and U.S. investment grade bonds may be managed by proprietary asset class specialists.

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asset

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PersonKeyword

Excerpt 1

Currently utilizes three asset classes and 14 sub-asset classes; U.S. large cap T equity and U.S. investment grade bonds may be separately managed by proprietary

Excerpt 2

asset class specialists.

Excerpt 3

Sub-asset classes are implemented through top-quartile proprietary and third-party mutual funds and ETFs.