Multi Asset Investment Process
Multi Asset Investment Process
Portfolio implementation & Research Proces..
The Global Investment Group Selection Process
Database Initial Fact On-site
Screening Finding visits
Performance, risk, Learn about Interview
peer rankings firm/strategy principals,
via senior
conference management,
calls and portfolio
questionnaire managers
and analysts Further Final
analysis Assessment
Qualitative and Finalists
quantitative presented to
analysis using GIG Investment
state-of-the-art Committee
tools Focus on
consistency,
stability and
predictability
— We seek to identify the strongest candidates from a broad database of asset managers.
— We isolate and analyze quantitative and qualitative factors that we believe are the key drivers
of potential future performance.
Son Detteche BarE Wealth Management
Deutsche Bank
Wealth t.-ianaoement B
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e)
CONFIDENTIAL SDNY_GM_00267166 DB-SDNY-0 120982
EFTA01460067