📄 Extracted Text (152 words)
CYES ILLUSTRATION ON BALANCED PORTFOLIO*
26.0
24.0 Over lay
22.0 $20mm Overlay
SlOmm Overlay • ors
20.0
Portfolio
..... ..•'
C 18.0 ••••
• to de
..... •
.••• .• •
16.0
2 wob
14.0 SI ...... .
a.. .0, ...•
aw wino ..... •
12.0 ow et ..... .„.•*
••••
„..• •.. .•
•.
10.0
8.0
6.0
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
• Portfolio assumes equal allocations (1/3 each) on 04/01/08 to cash, bonds and equities: Cash
• Citigroup 3m Treasury-bill; Bonds w Barclays Municipal Bond Index; Equities • S&PSOOTotal
Return Index.
• Overlay returns reflect actual composite of client returns (net of fees and expenses).
On same underlying portfolio, clients have the flexibility to select an
overlay size that targets their cash flow, return or risk objective
di\ HA RVEST
7
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0052695
CONFIDENTIAL SDNY_GM_00198879
EFTA01362941
ℹ️ Document Details
SHA-256
4655774065aec5e7aa263c3a5966441580d446e7f05e11077b55b0af6a3e88ba
Bates Number
EFTA01362941
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0