HOUSE_OVERSIGHT_025252.jpg
1.14 MB
Extraction Summary
0
People
4
Organizations
5
Locations
0
Events
1
Relationships
2
Quotes
Document Information
Type:
Financial report / investment strategy document
File Size:
1.14 MB
Summary
This document is a page from a UBS financial report dated October 25, 2012, detailing recommended tactical asset allocations and currency allocations. It visualizes deviations from benchmarks for various asset classes (Equities, Bonds, Commodities) and currencies, suggesting specific investment strategies (e.g., underweighting government bonds, overweighting high yield bonds). The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was likely obtained as evidence during a Congressional investigation, presumably related to financial oversight involving Jeffrey Epstein's banking relationships.
Organizations (4)
| Name | Type | Context |
|---|---|---|
| UBS | ||
| UBS CIO WM Global Investment Office | ||
| UBS Investment House | ||
| House Oversight Committee |
Locations (5)
| Location | Context |
|---|---|
Relationships (1)
Document outlines 'Recommended tactical asset allocation' for client portfolios.
Key Quotes (2)
"The UBS Investment House view is largely reflected in the majority of UBS Discretionary Mandates and forms the basis of UBS Advisory Mandates."Source
HOUSE_OVERSIGHT_025252.jpg
Quote #1
"Note that the implementation in Discretionary or Advisory Mandates might slightly deviate from the "unconstrained" asset allocation shown above"Source
HOUSE_OVERSIGHT_025252.jpg
Quote #2
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