Fund Performance and Structure <br />Steve Falci, CFA <br />Head of  Strategy Development  - Sustainable Investment <br />...
Kleinwort Benson Investors<br /><ul><li>Asset management firm based in Dublin, London and New York
Boutique, built around specialist investment teams
Driven by strong conviction and belief
Founded 1980, 61 Employees
$5.5bn Assets Under Management
Focus on institutional channels
Pension consultants and manager research teams
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Steve falci

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Steve falci

  1. 1. Fund Performance and Structure <br />Steve Falci, CFA <br />Head of Strategy Development - Sustainable Investment <br />TBLI Conference Europe 2010 <br />
  2. 2. Kleinwort Benson Investors<br /><ul><li>Asset management firm based in Dublin, London and New York
  3. 3. Boutique, built around specialist investment teams
  4. 4. Driven by strong conviction and belief
  5. 5. Founded 1980, 61 Employees
  6. 6. $5.5bn Assets Under Management
  7. 7. Focus on institutional channels
  8. 8. Pension consultants and manager research teams
  9. 9. Public Funds, Corporates and Local Authorities
  10. 10. Charitable Organisations, Foundations and Endowments
  11. 11. Specialist wholesale distribution (sub advisory)</li></li></ul><li>Global Mega Trends - Driving Investment Solutions<br />Natural Resources – <br />Supply/Demand<br />Imbalance<br />Climate Change – <br />Operating in a Carbon <br />Constrained World<br />Worlds Changing <br />Demographic Profile<br />Investment Solutions<br />Infrastructure<br /><ul><li>Water Delivery
  12. 12. Energy Grid
  13. 13. Energy Efficient Building
  14. 14. Transportation
  15. 15. Irrigation</li></ul>Clean Technology<br /><ul><li>Energy Generation
  16. 16. Energy Storage
  17. 17. Energy Efficiency
  18. 18. Water Quality
  19. 19. Crop Yields</li></li></ul><li>Environmental Strategies - Investment Options<br />Investment Strategies as Portfolio Building Blocks <br />Alternative <br />Energy <br />Cleaner <br />Solutions<br />Water<br />Agribusiness<br />Wind<br />Solar<br />Biomass<br />Fuel Cells<br />Wave/Tidal<br />Geothermal<br />Energy Efficiency<br />Clean Energy<br />Waste / Recycle<br />Carbon Trading<br />Technology<br />Infrastructure<br />Utilities<br />Suppliers<br />Producers<br />Services<br />Processors<br />Climate Change <br />Portfolio<br />Global Environmental<br />Solutions Portfolio<br />
  20. 20. Diverse Sources of Alpha<br />3 Year Correlations of Excess Returns of Environmental Strategies<br />
  21. 21. Kleinwort Benson Investors Dublin Ltd. – Important Information <br />Kleinwort Benson Investors Dublin Ltd. is regulated and authorised by the Central Bank of Ireland and subject to limited regulation by the Financial Services Authority in the UK. Details about the extent of our regulation by the Financial Services Authority are available from us on request.<br />Past and simulated performance is not be a reliable guide to future performance and the value of investments may go down as well as up.<br />Income generated from an investment may fluctuate in accordance with market conditions and taxation arrangements.<br />This product may be affected by changes in currency exchange rates.<br />Certain investments may carry a higher degree of risk than others and are therefore unsuitable for some investors.<br />The views expressed are those of Kleinwort Benson Investors Dublin Ltd. and should not be construed as investment advice.<br />The Prospectus for this product is available upon request to Kleinwort Benson Investors Dublin Ltd. <br />
  22. 22. Kleinwort Benson Investors International - Important Information <br />Kleinwort Benson Investors International Ltd. is a registered investment adviser with the SEC and regulated by the Irish Financial Regulator. Kleinwort Benson Investors International Ltd. is also registered with the Ontario Securities Commission as an International Adviser. Kleinwort Benson Investors International Ltd is 100% owned by Kleinwort Benson Investors Dublin Ltd. Form ADV Part I and Part II are available on request.<br />This material is provided for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security, product or service including any group trust or fund managed by Kleinwort Benson Investors International Ltd., or any of its affiliates (collectively, “Kleinwort Benson Investors”).<br />Offers to sell or the solicitation of offers to purchase fund investments or any other securities in the United States from Kleinwort Benson Investors International Ltd. will only be made in connection with the delivery of current confidential private placement memoranda, information statements or disclosure documents (collectively “Disclosure Documents”) obtained directly from Kleinwort Benson Investors International Ltd. and/or as required by applicable law. <br />The information contained herein does not set forth all of the risks associated with these investment strategies, and are qualified in there entirety by, and are subject to, the information contained in other applicable disclosure documents relating to such strategies Kleinwort Benson Investors International Ltd. investment products, like all investments, involve the risk of loss and may not be suitable for all investors, especially those who are unable to sustain a loss of their investment.<br />
  23. 23. Kleinwort Benson Investors International - Important Information (Cont’d) <br />This introductory material may not be reproduced or distributed, in whole or in part, without the express prior written consent of Kleinwort Benson Investors International Ltd. The information contained in this introductory material has not been filed with, reviewed by or approved by the United States regulatory authority or self-regulatory authority and recipients are advised to consult with their own independent advisors, including tax advisors, regarding the products and services described therein.<br />RISK DISCLOSURE STATEMENT:<br />Past and simulated performance is not be a reliable guide to future performance and the value of investments may go down as well as up. The views expressed are those of Kleinwort Benson Investors International Ltd. and should not be construed as investment advice. <br />Investments denominated in foreign currencies are subject to changes in exchange rates that may have an adverse effect on the value, price and income of the product.<br />Income generated from an investment may fluctuate in accordance with market conditions and taxation arrangements.<br />Certain investments may carry a higher degree of risk than others and are therefore unsuitable for some investors<br />

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