Presentation DWS Floating Rate Fund - DWS Investments
Presentation DWS Floating Rate Fund - DWS Investments
Presentation DWS Floating Rate Fund - DWS Investments
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Model portfolio: shaped by analysts’ views,<br />
market factors<br />
Factors that influence model portfolio:<br />
Analysts’ research<br />
— Macro considerations<br />
Desired risk exposure based on<br />
economic environment, default<br />
expectations, and market<br />
technicals<br />
— Credit research<br />
Long-term and short-term alpha<br />
signals from the credit analysts<br />
— Risk management metrics<br />
Volatility scenario analyses<br />
from the analyst<br />
Position and sector limits<br />
— Limit the maximum exposure of<br />
individual obligors to 3%<br />
— Sector weights are limited by<br />
the greater of 2x the index<br />
or 15%<br />
Market considerations<br />
— Liquidity of the bonds<br />
— Transaction costs<br />
Deutsche Asset<br />
& Wealth Management Investment products: No bank guarantee I Not FDIC insured I May lose value 20
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