HOUSE_OVERSIGHT_024139.jpg
978 KB
Extraction Summary
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Document Information
Type:
Financial presentation slide / bank record
File Size:
978 KB
Summary
A UBS financial presentation slide titled 'Cross-asset preferences' detailing investment strategies across Equities, Fixed income, Foreign exchange, and Commodities. It outlines 'Most preferred' and 'Least preferred' assets and provides a pie chart of 'Portfolio weights' for a client with a 'EUR moderate' profile. The document bears the Bates stamp HOUSE_OVERSIGHT_024139, indicating it is part of a congressional investigation production.
Organizations (2)
| Name | Type | Context |
|---|---|---|
| UBS | ||
| House Oversight Committee |
Key Quotes (1)
"Note: Portfolio weights are for an advisory client with a "EUR moderate" profile."Source
HOUSE_OVERSIGHT_024139.jpg
Quote #1
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