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Better Predictors Compare tax drag to the tax exemption multiple (TEM) and the tax deferral multiple (TDM) Dillerecxe in Value Atter 10 Yeas (Tai-Itempt lac DINJ TEM Portiolm) fRi INIererice in Value Atter 20 Years iTax-belated Panora) Asset Class I Asset Class 2 1.28% 19 39.9 mimics 0,35 111% 2* 124.6 million I.9! 119./million 33.6 million Note Assumes an atlal :doe $10 are captal pats tai meteams oraant 1,4iitomt exclude mattegeftent lees — Deutsche Asset & Wealth Management the most logical choice for use in private placement portfolios. Which asset classes could be more powerful in a private placement portfolio? Emerging market equities have, by far, the most utility. The difference in the value of a dollar invested in that asset class in a private place- ment (versus taxable) portfolio over 20 years is more than three times the difference of a dollar invested in emerging market bonds, for example. The difference in the value of a dollar invested in developed market equities in a private placement (versus taxable) portfolio is anywhere from 1.5 to 2.5 times greater than one dollar invested in emerging market bonds. The combination of expected return, turnover and tax rate makes all the difference. It's important to note that these arc our long-term asset class assumptions and are based on index returns. Actual returns might differ depending on the particular manager. Moreover, they reflect Deutsche Asset & Wealth Management's views. With the help of a good advisor, an investor can combine their own views and the characteristics of their selected managers, to cre- ate a custom set of tax deferral metrics. Once an investor has determined what percentage of their overall portfolio they'd like to place in private placement. and his advisor has calculated the tax defer- ral metrics for each available asset class, the investor and advisor still need to determine which asset classes should be placed in the private

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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