⚡IMPACT LEVEL 3 — NOTEWORTHY
Epstein File EFTA01430442: Brian Fitzpatrick, Fitzpatrick and Deutsche Bank (DS10)
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A Deutsche Asset & Wealth Management document featuring a Q1 2015 overview by Paul Morris, a Managing Director and Private Banker. The document discusses globally diversified multi-asset class portfolios, investment themes, and global asset allocation strategies.
👤 Named in This Document
🔑 Evidence Keywords
📋 Key Excerpts15
PersonKeyword
Excerpt 1
Deutsche Asset
& Wealth Management
CIO Strategies
Globally diversified multi-asset class portfolios
1Q15
Paul Morris
Managing Director
Private Banker
Paul
Excerpt 2
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- Themes
- Asset class returns
- Global asset allocation
Deutsche Asset
& Wealth Management
1
Investment themes
High conviction ideas
EFTA01430443
Excerpt 3
view
Global asset allocation
Regional Investment Committee (RIC)
Asset allocation for U.S. portfolios
Selection of third party managers
Strategic asset
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