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IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
IPD, an MSCI brand, at MIPIM 2013
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IPD, an MSCI brand, at MIPIM 2013

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IPD is joining the world’s leading real estate investors, developers and property managers at MIPIM in Cannes, 12th – 15th March 2013. …

IPD is joining the world’s leading real estate investors, developers and property managers at MIPIM in Cannes, 12th – 15th March 2013.

Join us in Auditorium E for a full programme of index launches, investor briefings, and market presentations. As part of the conference programme, IPD directors are also leading a number of Geography-focused and Finance & Investment sessions, with panel discussion from industry experts.

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  • 1. IPD is a world leader in performance analysis for the owners, investors, managers, lenders on and occupiers of real estate. IPD provides critical business intelligence, including analyticalservices, indices and market information regarding performance and risks to the real estate industry worldwide. IPD is a subsidiary of MSCI Inc., a leading provider of investment decision support tools to investors globally.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 1
  • 2. Tuesday 12 March 2013 IPD programme of events in Auditorium E 12.00pm IPD Pan-European Investor Briefing: Launching the IPD Pan-European Quarterly Property Fund Index 1.30pm Property EU Investment Briefing: Will logistics move up the wish list for investors in 2013? 4.00pm AIFMD Implementation: Real estate risk management©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 2
  • 3. IPD Investor Briefing: Launching the IPD Pan-European Quarterly Property Fund Index 12.00pm, Tuesday, HERE, Audi. E Speakers: Peter Hobbs, Senior Director, IPD Joseph Kelly, Director of Market Analysis, RCA Peter Epping, Portfolio Manager, Hines Simon Radford, Board Member, AREF Moderated by Richard Betts, PropertyEU©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 3
  • 4. PropertyEU Investment Briefing: Will logistics move up the wish list for investors in 2013? 1.30pm, Tuesday, HERE, Audi. E Speakers: Peter Hobbs, Senior Director, IPD Emmanuel Van der Stichele, Fund Director, GELF Stefan Wundrak, Director of Research, Property, Henderson Global Investors, Germany Jean Lavieille, Deputy CIO, AEW Europe Moderated by Richard Betts, PropertyEU©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 4
  • 5. Passages to Africa: South Africa and its neighbouring markets 2.30pm, Tuesday Hoban Room Speakers: Sedise Moseneke, CEO, SAPOA Arnold Meyer, CEO, Rendeavour Carlo Matta, CEO, Laurus Samuel Ogbu, CEO, Liberty Properties Moderated by Phil Tily, Managing Director UK & Ireland, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 5
  • 6. AIFMD Implementation: Real estate risk management 4.00pm, Tuesday, HERE, Audi. E Speakers: Daniel Piazolo, Managing Director DACH, IPD Alexander Taft, Managing Director, Structured Finance Europe, Invesco Real Estate GmbH©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 6
  • 7. Survival in a world of multi-channel: European retail as an investment 5.30pm, Tuesday Hoban Room Speakers: Frédéric de Klopstein, CIO, Klépierre Martin Bjöörn, Property Director, Eurocommercial Robert Bonwell, CEO EMEA Retail, Jones Lang LaSalle Moderated by Olivier Mège, Deputy Director Southern Europe, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 7
  • 8. Wednesday 13 March 2013 IPD programme of events in Auditorium E 11.00am Launch of IPD Barometer, in partnership with Crédit Foncier Immobilier (FRENCH) 3.00pm French real estate environmental performance: Presentation of IPD key indicators (FRENCH) 4.00pm Launch of the IPD/BVI German Quarterly Spezialfonds Index 5.15pm Lisbon as a bridge for new Portuguese investment opportunities©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 8
  • 9. Brazil: New grounds for development 10.00am, Wednesday Gaudi Room Presenter: Antonio Gil Machado, Director Portugal, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 9
  • 10. Launch of IPD Barometer in partnership with Crédit Foncier Immobilier11.00am, Wednesday, HERE, Audi. EPresenting in FrenchSpeakers:Olivier Mège, Deputy Director Southern Europe, IPDChristian de Kérangal, CEO, Crédit FoncierAntoine de Broglie, Chairman, STAM EuropeJacqueline Faisant, Chairman,BNP Paribas REIM France©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 10
  • 11. Evolving investment structures in Europe: Finding value in European funds & REITs 2.30pm, Wednesday Gaudi Room Speakers: Matthias Thomas, CEO, INREV Andrew Smith, Global Head of Property, Aberdeen Asset Management Olivier Elamine, CEO, Alstria Office REIT Jean-Edouard Carbonnelle, CEO, Cofinimmo Moderated by Daniel Piazolo, Managing Director DACH, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 11
  • 12. French real estate environmental performance: Presentation of IPD key indicators 3.00pm, Wednesday, HERE, Audi. E Presenting in French Presenter: Philippe Fixel, Associate Director France, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 12
  • 13. Launch of the IPD/BVI German Quarterly Spezialfonds Index 4.00pm, Wednesday, HERE, Audi. E Speakers: Daniel Piazolo, Managing Director DACH, IPD Eitel Coridaß, Managing Director, Warburg Henderson©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 13
  • 14. Lisbon as a bridge for new Portuguese investment opportunities 5.15pm, Wednesday, HERE, Audi. E Speakers: Antonio Gil Machado, Director Portugal, IPD Manuel Salgado, Vice-Mayor of Lisbon Rui Coelho, CEO, Invest Lisboa©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 14
  • 15. Thursday 14 March 2013 IPD programme of events in Auditorium E9.00am The UK property market: investor & global context11.30am French occupiers benchmarking: introducing multinational occupiers benchmarking (FRENCH)3.00pm Property EU CEE Investment Briefing: Where are the best returns? Is it time to look at secondary?4.00pm German and European returns of real estate©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 15
  • 16. The UK property market: Investor & global context 9.00am, Thursday, HERE, Audi. E Speakers: Phil Tily, Managing Director UK & Ireland, IPD Peter Hobbs, Senior Director, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 16
  • 17. French occupiers benchmarking: Introducing multinational benchmarks 11.30am, Thursday, HERE, Audi. E Presenting in French Presenter: Philippe Fixel, Associate Director France, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 17
  • 18. The regulation game: Implications of Basel III, AIFMD and Solvency II for investment & financing debt 2.30pm, Thursday Gaudi Room Speakers: Alexander Taft, Head of Investment Structuring, Europe, Invesco Deborah Shire, Global Head of Business Development, AXA Real Estate Jean-Roch Varon, EMEIA Real Estate Assurance Leader, Ernst & Young Moderated by Peter Hobbs, Senior Director, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 18
  • 19. PropertyEU CEE Investment Briefing: Where are the best returns? Is it time to look at secondary? 3.00pm, Thursday, HERE, Audi. E Speakers: Daniel Piazolo, Managing Director DACH, IPD Michael Atwell, Head of Capital Markets, CEE, CBRE Poland Martin Erbe, Head of International Real Estate Finance, Northern & Central Europe, Helaba Daniel Harris, Managing Director, Europe & CE, Tristan Capital Partners Moderated by Richard Betts, PropertyEU©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 19
  • 20. Investing in residential and social housing 4.00pm, Thursday Auditorium A Speakers: Alan Collett, President, RICS Jorge Hereda, President, Caixa Economica Peter Willisch, Managing Director, Patrizia WohnInvest Stéphane Imowicz, Managing Director, Crédit Foncier Moderated by Laurent Ternisien, Group Managing Director, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 20
  • 21. German and European returns of real estate4.00pm, Thursday, HERE, Audi. EPresenter:Daniel Piazolo, Managing Director DACH, IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 21
  • 22. IPD’s market coverage as at end-2011 With more than 320 employees in 10 offices around the world©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 23
  • 23. IPD is now part of MSCI’s global footprintWith more than 2,400 employees in 29 cities across 20 countries ©2013. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com msci.com 24 24
  • 24. IPD works with global industry leaders Top 10 Global Fund Managers Top 10 European REITs 1 CBRE Global Investors, LLC  1 Unibail - Rodamco 2 Brookfield Asset Management  2 Land Securities Group  3 The Blackstone Group (HK) Ltd. 3 British Land Co  4 UBS Global Asset Management  4 Corio  5 RREEF Real Estate  5 Hammerson  6 Morgan Stanley Real Estate Investing  6 Capital Shopping Centres Group  7 TIAA-CREF Asset Management  7 Klepierre  8 AXA Real Estate  8 Segro  9 J.P. Morgan Asset Management  9 Derwent London  10 Pramerica Real Estate Investors  10 Fonciere Des Regions Source: INREV/ANREV Fund Manager Survey, 2012 Source: FTSE Group, September 2011 Top 5 Global Investors Top 5 Global Diversified Insurance Companies 1 Abu Dhabi Investment Authority (ADIA)  1 American Intn Group 2 Stichting Pensioenfonds ABP (APG  2 AXA Group  Investments) California Public Employees’ Retirement 3 Allianz  3 System (CalPERS) 4 MetLife  4 Qatar Investment Authority 5 Zurich Financial Services  5 Allianz  Source: Forbes Global 2000, 2012 Source: PERE Connect, 2012 25 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 25
  • 25. The nature of IPD’s services From industry-wide market information to client-specific analysis Services for the industry Indices, Research & Market Information Publication of market indices lead to more transparent property markets. Strict rules guarantee the confidentiality of individual contributor’s data One databank constructed to IPD global standards Benchmarks & Portfolio Analysis Independent certification and benchmarking of investment property performance is provided to fund managers on a strictly confidential basis Services for our clients©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 26
  • 26. IPD is at the heart of real estate analysis Clients rely on IPD data & services to analyse their investment performance • Real estate as an asset class is growing and undergoing dramatic change as investment in real estate is becoming more institutionalised • As a consequence, the demand for more, higher-quality real estate information amongst all sector participants is growing rapidly • We provide services in 32 countries and our database contains properties valued at more than USD 1.4 trillion • The IPD databank holds over 70,000 properties broken down into 130 data fields, on average, which are the basis for portfolio analytics and other services • IPD data has transformed the quality of information on real estate assets and professionalised investment in the sector • IPD has built up a globally renowned client base from all parts of the investment community©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 27
  • 27. IPD’s flagship performance and risk analytics Portfolio Analysis Service (PAS) A reliable analysis & benchmarking service • Designed to review and analyse the strengths and weaknesses of your portfolio’s performance and risk Flexibility to tailor the service to your needs • Standard or customised benchmarks • From individual assets to portfolio/fund level • A variety of report frequencies • With the right access for the right people©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 28
  • 28. Global benchmarks can be defined using key variable components, with dimensions of flexibility Geography: weighting of countries to reflect investments made or targeted Sectors: property types can be weighted or excluded to match fund specialisation Leverage: debt can be applied assuming any profile over time and any level of interest payment Investment style: assets or portfolios can be included or excluded based on style Currency: returns can be generated in any currency Cash and Fees: can reflect industry average or fund’s own structure Frequency: quarterly reporting possible for many key markets©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 29
  • 29. The value of your real estate investment performance being measured by IPD©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 30
  • 30. IPD’s leading research & publicationsIPD undertakesextensive marketresearch eachyear, in responseto the demandand interestfrom the realestate industry©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 31
  • 31. IPD’s global profile through events and indices Research led initiatives with extensive reach IPD organises over 100 conferences, events and webinars globally, with industry sponsors, media partners and authoritative speakers IPD produces more than 160 indices annually, and is constantly adding to this suite with further sector and region based research©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 32
  • 32. REGISTER NOW Early bird rates end 31 March 2013©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 33
  • 33. 34 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 34
  • 34. 35 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 35
  • 35. Europe and Asia North America 9.30 - 10.30am GMT 1 - 2pm EST Register for the webinar launch at IPD.com/GFI 36 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 36
  • 36. The unique value of the new IPD Global Quarterly Property Fund Index Global benchmark • Consistent global dataset of funds and underlying assets • Quarterly releases allow early capture of changes in the market Improved decision-making & risk management • Better comparison of performance relative to peers • Valuable insight into drivers of individual fund performance Capital raising & asset class comparisons • Investors can better understand real estate and demonstrate benefits as an asset class alongside equities and bonds • Fund managers can prove track record, articulate drivers of performance and justify strategy©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 37
  • 37. REGISTER NOW Early bird rates end 28 March 2013©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 38
  • 38. 39 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 39
  • 39. ©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 40
  • 40. 41 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 41
  • 41. Launching the IPD Pan-EuropeanQuarterly Property Fund Index Join IPD for a buffet lunch and the results presentation HERE 12noon Tuesday in Audi. E The IPD Pan-European Property Funds Index tracks the performance of pan-European open-ended funds. This is the first investable index that allows comparison between fund and asset level performance across the European market.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 42
  • 42. Launching the IPD Barometer of French realestate investment for 2013: a year of transition Join the results presentation HERE 11am Wednesday in Audi. E For the first time, the IPD Barometer provides a two-year view to the end of 2014, giving a longer term perspective on the French market. Investor contributors in France have given their predictions for future trends in the property market.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 43
  • 43. Presenting the IPD French real estateenvironmental performance key indicators Join the results presentation here 3pm Wednesday in Audi. E IPD recently published the first set of Environmental Performance Indicators for the French real estate market. These indicators cover total energy consumption, primary energy consumption, CO2 emissions, water consumption and waste consumption.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 44
  • 44. Launching the IPD/BVI GermanQuarterly Spezialfonds Index Join the results presentation HERE 4pm Wednesday in Audi. E All German Spezialfonds and German open-ended public funds that are exclusively open to institutional investors can contribute to this index. The index includes property Spezialfonds regulated by the German Investment Law, together with public real estate funds for institutional investors.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 45
  • 45. Don’t miss IPD in the new Europe RE Yearbook 2013 GET YOUR FREE COPY from Stand R29.00 Riviera Hall Featuring the IPD Who’s Who, the new IPD Global Fund Index and European Conference, and Peter Hobbs, IPD’s Senior Director talks about “Risk, regulation and income: the role of rental analysis for European real estate investors”. 46 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 46
  • 46. Get your FREE copy of the Europe RE Yearbook for this year’s IPD features 47 ©2013 Investment Property Databank Ltd. All rights reserved.©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 47
  • 47. REGISTER NOW Early bird rates end 31 March 2013©2013 Investment Property Databank Ltd. All rights reserved. ipd.com 48
  • 48. MSCI Inc. Company Overview Q1 2013©2013. All rights reserved. msci.com msci.com
  • 49. MSCI – A Clear View of Risk & Return A leading provider of world class, mission critical investment decision support tools to financial institutions worldwide, with over 40 years of experience Delivering indices, risk and return portfolio analytics, corporate governance tools, and financial analysis services and products for use throughout the investment process Covering major asset classes: equity, fixed income, hedge funds, energy, commodities and real estate First provider of global equity indices and multi-factor risk models 1960s 1970s 1980s 1990s 2000s 2010s MSCI launches first Barra launches first Launch of MSCI Key product launches MSCI and Barra Merger with RiskMetrics family of global equity multi-factor risk Emerging Markets include Barra Aegis combine operations Group brings leading risk indices models Indices and GICS® management brands RiskMetrics acquires together RiskMetrics spins out ISS, CFRA, Innovest of JP Morgan and KLD Acquisition of IPD adds real estate expertise Large and experienced team of index, portfolio analytics and governance specialists  Over 2,700 employees in 22 countries Supporting around 6,200 clients across 82 countries, including asset managers, banks, hedge funds and pension funds ©2013. All rights reserved. msci.com 2
  • 50. Leading Brands Worldwide MSCI products include the Barra equity and multi- RiskMetrics multi-asset, IPD products and FEA energy and ISS governance CFRA forensic MSCI Global Equity asset class portfolio position-based risk and services provide critical commodity asset research and accounting risk Indices, MSCI ESG Indices analytics products and wealth management business intelligence to valuation products offer outsourced proxy voting research, and MSCI ESG Research services help products and services the real estate industry a variety of quantitative and reporting services legal/regulatory risk products and services. institutional investors enable clients to worldwide, including analytics tools for help institutional assessment, due- Typically used for asset manage their portfolios measure and quantify analytical services, valuing and modeling investors and diligence, and allocation, benchmarking more effectively. portfolio risk across indices and market physical assets and corporations around the educational services and performance Robust analytics are security types, information regarding derivatives across a world make more provide investors with measurement, MSCI powered by a range of geographies and performance and risk. number of market informed investment timely, impactful, and indices are also licensed industry-leading Barra markets. RiskMetrics is Clients include real segments. They are decisions on behalf of independent analysis. as the basis for over 6001 factor models, and well known for its Value estate owners, used by institutional the owners of They are used by leading financial products. MSCI combined with at Risk methodologies, investors, managers, clients including energy companies. financial firms, ESG Research provides in- advanced quantitative as well as being a lenders and occupiers. firms, money center insurance companies, depth research, ratings and tools. leading provider of credit banks, Fortune 500 and regulatory bodies. analysis of environmental, and counterparty risk companies, trading social and governance- systems. enterprises, and leading related business practices financial firms. to companies worldwide.1 As of October 2012 ©2013. All rights reserved. msci.com 3
  • 51. Global Presence Over 2,700 employees in 33 cities across 22 countries ©2013. All rights reserved. msci.com 4
  • 52. MSCI Indices  Calculated since 1969, the MSCI Global Equity Indices have become integral tools in the investment processes of institutional investors around the world  They are used for research, asset allocation, benchmarking and performance measurement analysis  MSCI indices also form the basis of index linked products such as indexed funds, ETFs, and derivatives  Close to USD 7 trillion is estimated to be benchmarked to MSCI indices on a worldwide basis1  Over 5002 ETFs are based on MSCI indices Key products include:  MSCI Country & Regional Indices  MSCI Sector Indices  MSCI Size & Style Indices  MSCI Risk Premia Indices  MSCI ESG Indices  MSCI Custom Indices  GICS ® - the Global Industry Classification Standard, developed jointly with Standard & Poor’s1 As of March 31, 2012, as published by eVestment, Lipper and Bloomberg in September 20122 As of October 2012 ©2013. All rights reserved. msci.com 5
  • 53. RiskMetrics & Barra Risk Management Analytics The depth and breadth of coverage offered by the RiskMetrics and Barra risk management products and services enables institutional investors to measure and quantify portfolio risk across security types, geographies and markets The RiskMetrics and Barra brands were pioneers for many of today’s leading risk management practices including Value at Risk, multi-factor modeling and stress testingKey products include: RiskMetrics RiskManager  A scalable framework, utilizing pricing models, analytics, and market-observable and derived risk factors for enterprise-wide risk management BarraOne  A single platform for multi-asset class investment risk management and performance attribution RiskMetrics HedgePlatform  Helps institutional investors better manage their hedge fund investments using analytics calculated on the position-level holdings of each fund RiskMetrics CreditManager  Provides a more complete picture of credit risk through the use of sophisticated risk and economic capital management techniques and tools RiskMetrics WealthBench  A highly configurable system incorporating robust analytics, market-consistent inputs, back-tested models and transparent methodologies for investment planning ©2013. All rights reserved. msci.com 6
  • 54. Barra Portfolio Management Analytics Barra portfolio management analytics products help fund managers and their teams construct, manage and analyze investment strategies and control the overall risk of their portfolios Optimization, risk and performance analytics are powered by a range of equity, fixed income, derivative and alternative investment fundamental multi-factor modelsKey products include: Barra Aegis  An advanced risk-adjusted equity portfolio construction tool, powered by Barra risk models Barra Portfolio Manager  Designed to help fund managers and their teams build better portfolios, regardless of investment process Barra Optimizer  An open software library that enables integration of the Barra optimization engine in investment platforms Barra Models  Designed to help Barra products forecast risk for equity, fixed income, cash and derivative instruments, at both the asset and portfolio level ©2013. All rights reserved. msci.com 7
  • 55. IPD Real Estate Indices & Analytics A world leader in real estate performance and risk analysis, providing critical business intelligence to real estate owners, investors, managers, lenders and occupiers worldwide IPD analysis tools can be applied across all types of real estate: direct property, listed and unlisted vehicles, joint ventures, separate accounts and debt Clients include global fund managers, boutiques, listed companies, REITs, unlisted funds, pension funds, insurance companies, sovereign wealth funds, endowments, banks, private equity real estate managers, property consultants, public sector organizations and governmentsKey products include: Portfolio Analysis Service (PAS)  Provides independent performance analysis and benchmarking of real estate portfolios and investments using an array of powerful comparative measures and analytics that are used to inform investment strategies Indices  Direct property market indices, property fund indices and transaction-linked indices provide definitive statements of investment returns to property markets across the globe Digests  Key market information detailing market level analysis on national markets with regional and sector level segments IPD Rental Information Service (IRIS)  Helps researchers, fund managers and investors to assess the strengths and weaknesses of their cashflow, including covenant strength analysis RiskWeb  Identifies where the risk of investment lies, and how it compares with the corresponding benchmark. RiskWeb focuses on risks such as income security, lease length, covenant strength, development exposure, vacancy rate and asset / location / tenant concentration ©2013. All rights reserved. msci.com 8
  • 56. FEA Energy & Commodity Analytics A leading provider of commodity derivatives and asset optimization analytics to utilities, energy firms, trading houses and financial services firms FEA analytics are in use at over 200 institutions globallyKey products include: FEA @Energy Models  Valuation of exotic energy/commodity options FEA VaRworks, FEA PowerWorks  Portfolio risk management FEA Storage, FEA Swing, FEA Power Generation  Physical asset optimization for natural gas and power generation facilities FEA StoragePLUS, FEA StructureTool  Valuation of energy transportation and structured products ©2013. All rights reserved. msci.com 9
  • 57. MSCI ESG Research Provides in-depth research, ratings and analysis of the environmental, social and governance-related (ESG) business practices of thousands of companies and countries worldwide MSCI ESG Research builds on the expertise and achievements of sustainability pioneers KLD, Innovest and IRRC, acquired through MSCI’s acquisition of RiskMetrics Clients include institutional investors, asset managers, advisers, governments and government agencies, consultants and NGOsKey products include: MSCI ESG Manager  An integrated online ESG research, analytics and ratings platform designed to provide asset managers and owners with a suite of tools to efficiently manage ESG analysis and compliance tasks across the spectrum of ESG factors MSCI ESG Sovereign Ratings  Identifies a country’s exposure to and management of ESG risk factors and explains how these factors might impact the long-term sustainability of its economy MSCI ESG Portfolio Analytics  A unique tool for assessing the ESG characteristics and risk profile of portfolios and to measure ESG exposure of portfolios relative to index benchmarks MSCI Custom ESG Research  Provides bespoke services specified by clients to help them meet their particular ESG investment needs, with regard to content, formatting, and delivery schedules ©2013. All rights reserved. msci.com 10
  • 58. Institutional Shareholder Services (ISS) World’s leading provider of corporate governance solutions to the global financial community Provides comprehensive research, ratings and analysis of corporate governance practices on 40,000 companies across 115 markets worldwide More than 1,700 clients rely on ISS expertise to help them manage their fiduciary duties and make more informed investment decisions. Clients primarily include asset managers, pension funds, alternative investment advisors Separately, ISS’ Corporate Services unit is a leading provider of governance data and analytics to corporate issuers, while its Securities Class Action Services unit is a leading provider of class action research and claims filing services for institutional investorsKey products include: ISS Corporate Governance Advisory Services  Allows institutional investors to understand corporate governance risk within portfolio companies and take appropriate proxy voting action ISS M&A Edge  Delivers detailed insight and communication to help clients better understand the strategic rationale for the M&A and its impact on valuation, corporate governance and shareholder rights ISS Proxy Voting Services  Outsourced proxy voting solution, through the simplicity of a highly advanced and integrated platform, ProxyExchange ISS Governance Data  Helps institutional investors and corporate issuers analyze executive compensation, Board practices, shareholder rights and more through a company performance/shareholder value lens ISS RecoverMax  Outsourced solution that helps institutions maximize recoveries from securities class action settlements ©2013. All rights reserved. msci.com 11
  • 59. CFRA Since 1994, CFRA has been the recognized leader in forensic accounting research. CFRA’s unique exception-based research helps uncover underappreciated differences between reported financial results and underlying economic reality Companies uncovered through this process and added to CFRA’s Biggest Concerns List have significantly underperformed all relevant benchmarks Clients include top global institutional investors, hedge funds, and D&O insurers and regulatory bodiesKey products include: Advisory Services  Accounting Lens is CFRA’s flagship product and service that delivers market leading, accounting-based actionable ideas, thematic industry and accounting research, and a direct line to CFRA research analysts  Legal Edge provides proactive, timely analyses to help clients identify legal and regulatory risk Solutions Services  Bespoke Research is CFRA’s premiere custom forensic accounting service. The team of highly-skilled analysts deliver research, insight and consultation on client-specified companies, based on CFRA’s methodology or the client’s own criteria  QuickScore is CFRA’s unique family of quant models that provides earnings and cash flow risk screening of over 10,000 global and North American companies ©2013. All rights reserved. msci.com 12
  • 60. Throughout Your Investment Process Clients use MSCI’s indices, risk and return portfolio analytics, corporate governance tools, and financial analysis services and products throughout their investment processes to make more informed investment decisions ©2013. All rights reserved. msci.com 13
  • 61. Throughout Your Organization MSCI products and tools are used by many different departments— from portfolio managers to risk analysts, from marketing departments to CIOs  Asset Allocation  Risk Measurement  Derivatives & Structured  Risk Management Products  Enterprise Wide Risk  Research Management  Client Marketing &  Compliance Reporting  Proxy Voting Management  Portfolio Management  Due Diligence  Risk Reporting  Financial Analysis  Sales/Trading  Training  Asset Liability Modeling  Advisory Service  Performance Measurement  D&O Dashboards ©2013. All rights reserved. msci.com 14
  • 62. Contact Us MSCI, Barra & RiskMetrics FEA clientservice@msci.com fea_sales@fea.com www.msci.com www.fea.com IPD enquiries@ipd.com www.ipd.com ISS CFRA marketing@issgovernance.com cservices@cfraresearch.com www.issgovernance.com www.cfraresearch.com ©2013. All rights reserved. msci.com msci.com 15

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