Portfolio

1,041 views

Published on

Published in: Economy & Finance, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,041
On SlideShare
0
From Embeds
0
Number of Embeds
7
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Portfolio

  1. 1. International Bond Direct Mail Direct mail with offer for International Bond research paper YOURS FOR FREE YOURS FREE. Portfolio Manager Perspective: Why Is The U.S. share of the International Fixed Income Compelling in the Current Market Environment? offers global bond market U.S. BOND MARKET: 21 THE CASE FOR market insights that support the case for IMPORTANT: DO NOT ENLARGE, REDUCE OR MOVE the FIM and POSTNET barcodes. They are only valid as printed! Special care must be taken to ensure FIM and POSTNET barcode are actual size AND placed properly on the mail piece INTERNATIONAL BOND has fallen to 21%. The international bonds. INTERNATIONAL BOND MARKET: 79 INVESTING IN international share of Call <Ext wholesaler> UNITED STATES at <xxx.xxx.xxxx> NO POSTAGE NECESSARY IF MAILED TODAY’S MARKETS the global bond market IN THE or send in the postage-paid reply card Turn the score into opportunity SEND FOR IT TODAY is 79%, and growing.1 A Proven Expert Shares His Insights GLUE Your clients with an Portfolio Manager Perspective: Tony Norris of Evergreen International Advisors makes Why Is International Fixed Income Compelling in the Current Market Environment? a strong argument for the value of diversifying to allocation only to international bonds. ATTN: CRAIG TAYLOR MAILCODE: MA1950 Portfolio Manager Perspective: Why Is International Fixed Income to meet both USPS regulations and automation compatibility standards. domestic bonds could Compelling in the Current FIRST-CLASS MAIL PERMIT NO 1273 CHARLOTTE NC BUSINESS REPLY MAIL Market Environment? Mutual funds: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE How Evergreen Investments Can Help POSTAGE WILL BE PAID BY ADDRESSEE be missing out on some Get the most value out of your business by partnering John Sample with Evergreen Investments. Call your consultant for strong opportunities in CHARLOTTE NC 28256-9903 EVERGREEN INVESTMENTS 123 Any Street resources you can put to immediate use, including Boston, MA 00000-0000 up-to-date market analysis, product information Mutual funds: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE the bond markets. <Test Code> and new strategies for capturing opportunities in today’s markets. For investment professional use only. Not to be distributed to the general public. PO BOX 563998 Source: Merrill Lynch Index Series CLAIM YOUR FREE COPY TODAY 1 As of April 30, 2008. Cover Business Reply Card For more information about International Bond Fund or other Evergreen funds, please contact your Evergreen consultant or visit EvergreenInvestments.com. Making the case for international fixed income Why Evergreen International Bond Fund? Four Reasons to Invest Overseas Partner with Top Performers A Leader in Its Category A Disciplined Investment Process The question on many advisors’ minds is whether a case can be Australia, Norway, Canada and Sweden have all been top-performers • A diversified, risk-sensitive portfolio of international fixed Managers use these tools and strategies to find what they believe made for investing in international fixed income. Claim your free in the global bond market at least once over the past five years income securities managed by Evergreen International are the best opportunities in international bonds. white paper to find out why Evergreen International Advisors (Canada topped the list twice, in 2005 and 2007). Advisors, one of the longest-tenured management teams in • Proprietary investment technology designed to help believes the answer is “yes.” Over the same time period, from 2003 to 2007, the United States the Morningstar World Bond category management seek opportunities in international debt • Add a core asset class to a diversified portfolio ranked 19th, 19th, 2nd, 17th and 19th.2 • Lead managers Tony Norris and Peter Wilson have managed • Extensive research of regional economic and business the portfolio since its inception in 1993. Together, they average • Broaden the ability to invest in higher yielding markets conditions Are you helping your clients take advantage of this opportunity? more than 34 years of global fixed income experience • Improve the potential for improved risk-adjusted returns • Bottom-up analysis of individual issuers that may meet • A time-tested investment approach has produced historically due to low-to-negative correlation with other markets and 2003 2004 2005 2006 2007 management’s strict investment parameters consistent value-added performance versus the fund’s asset classes 1 Australia Norway Canada Sweden Canada • Diversification across a wide array of sectors and regions Lehman Global Lehman Global Lehman Global Lehman Global Lehman Global benchmark, the JP Morgan Global Bond Index (ex U.S.)1 • Manage risk and enhance potential return by treating currency • A well-rounded portfolio focused primarily on investment- 2 New Zealand Ireland U.S U.K. Norway • Recognized in The Wall Street Journal on August 4, 2008, as a separate asset class Lehman Global Lehman Global Aggregate Lehman Global Lehman Global grade government, agency and corporate issues from major as a “Leader” in its category 3 Canada Sweden New Zealand Finland Australia Lehman Global Lehman Global Lehman Global Lehman Global Lehman Global foreign economies Participate in the Global Economy 4 Sweden Italy Australia Portugal Finland • Opportunistic investments in high yield corporate bonds from Lehman Global Lehman Global Lehman Global Lehman Global Lehman Global Consider this: On December 31, 1989, domestic fixed income developed nations and securities from emerging countries to 5 Ireland New Zealand U.K. Netherlands New Zealand made up 59% of the global bond market. But as of April 20, 2008, Lehman Global Lehman Global Lehman Global Lehman Global Lehman Global increase the fund’s return potential the U.S. bond market comprised only 21% of the global pie. U.S. • Diversification among currencies in an attempt to offer greater ranking 19th 19th 2nd 17th 19th What’s more, international fixed income markets are growing at a stability of capital while pursuing opportunities that could add faster pace than their U.S. counterparts.1 Top Top best-performing developed bond markets vs. United States, five five best-performing developed bond markets vs. United States, value or help mitigate currency-related risks January 2003 to December 20071 1 January 2003 to December 2007 1 Source: Merrill Lynch Index Series 1 Benchmark source: Confluence 2 Source: Zephyr Associates, Inc. For investment professional use only. Not to be distributed to the general public. For investment professional use only. Not to be distributed to the general public. Spread
  2. 2. Self mail with free offer of a small business seminar CD 40% Berkeley Street Boston, MA OF SMALL BUSINESSES YES. WILL SOON BE CHANGING HANDS1 SEND ME MY FREE CD on capturing the small Get a FREE CD in your hands business opportunity. on how to capture the opportunity Call 866.530.8569 and ask us for the Small Business CD Or e-mail smallbiz@EvergreenInvestments.com with “Small Business CD” in the subject line. Evergreen InvestmentsSM is a service mark of Evergreen 1 40% of U.S. businesses are facing transfer of Investment Management Company, LLC. Copyright 2008, ownership issues at any given time. Source: U.S. Evergreen Investment Management Company, LLC. Small Business Administration’s Office, 2008. For investment professional use only. For investment professional use only. Not to be shown or distributed to the general public. job# 111242 10/08 Not to be shown or distributed to the general public. Cover Build relationships, acquire more assets—and even TWO WAYS TO ORDER connect with multiple generations • Call 866.530.8569 and tell our representative Selling a business may be the largest and most important event for small you want the Small Business CD business owners. Whether the sale is prompted by retirement, illness, age, partnership disputes or financial hardship, selling a business can • E-mail smallbiz@EvergreenInvestments.com have far-reaching consequences for the owner and his or her family. with “Small Business CD” in the subject line. Position yourself as a leader of a small business owner’s sales team with: • An engaging, client-approved seminar that positions you as the THERE’S MORE subject matter expert by equipping you with current and relevant Once you receive your CD, you can access the expertise of a dedicated information in a FINRA-approved script. Evergreen consultant who will be on call to help you deliver an effective presentation and implement a successful sales strategy. • A client guide that promotes your value as a small business resource to help them make the most of their largest investment. • A customized invitation to draw small business clients and prospects to the seminar. Claim your free CD now and start attracting new business today. For investment professional use only. Not to be shown or distributed to the general public. For investment professional use only. Not to be shown or distributed to the general public. For investment professional use only. Not to be shown or distributed to the general public. Spread

×