EFTA00238376.pdf
Extracted Text (OCR)
Message
From:
G Max I
Sent:
9/29/2016 5:11:08 PM
To:
Scott Stackman
Hi there. Saw Rob last night. His baby is so cute and so much hair!
Have a few questions re the portfolio
Over time, by Asset class, what is the performance net of fees for each section of portfolio
What is this performance relative to the benchmark index for that market
To achieve a target return of 5 percent what is your recommendation on a portfolio reallocation
What is you recomendation, other than staying in cash, to hedge against interest rate hikes
I'd like to call you on monday or tuesday to hear the answers for you or someone on your team
thank you
Let me know
Best
G
CONFIDENTIAL
UBSTERRAMAR00002985
EFTA00238376
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Dates
Document Details
| Filename | EFTA00238376.pdf |
| File Size | 40.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 716 characters |
| Indexed | 2026-02-11T11:55:33.490936 |
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