This document discusses Credit Suisse's offering for external asset managers. It provides a dedicated team and global infrastructure to support external asset managers. Credit Suisse services over 1,000 external asset managers worldwide with approximately $55 billion in assets under management through this program. The program offers a flexible, customized approach and tailors solutions to meet each asset manager's specific business needs and goals for long-term growth.
Commerzbank is a leading German commercial bank with a strong presence in Germany and across Europe. It has over 7,000 bank clients in more than 60 locations worldwide. Commerzbank provides trade finance services like letters of credit and guarantees to help manage risks in international trade for both importers and exporters. It has deep expertise in these services, with staff experienced in trade finance and knowledge of global markets. Commerzbank aims to enhance the success of its financial institution clients through its global network and trade finance expertise.
PRI Asia Environmental Investment FocusFlorianSommer
Fortis Investments is the asset management division of Fortis Group, managing $192 billion in assets. It has a global network of 40 investment centers serving both institutional and individual investors. Fortis adopted the Principles for Responsible Investment in 2007, believing that environmental, social and governance issues can impact investment performance. It takes a decentralized approach, with each of its autonomous investment centers responsible for integrating ESG factors into investment analysis and decisions, supported by a central SRI investment center for coordination.
Pöyry Group is a global consulting and engineering company with core operations in energy, forest industries and chemicals, and infrastructure and environment. It has over 8,000 project services personnel working in over 200 offices across 49 countries. The document discusses Pöyry's services related to bioenergy, which is an important part of renewable energy. It can provide services across the entire bioenergy value chain and project lifecycle, including resource assessment, feasibility studies, project management, and operations and maintenance. Bioenergy includes sources like bioethanol, biodiesel, biomass for energy, and areas of interest include markets, policy, technology, and business strategy. Pöyry aims to support the growth of the large global
The document discusses global economic volatility in the 4th quarter of 2011. It notes uncertainty from events like the Japan earthquake, Eurozone debt crisis, and US debt ceiling debate. Markets became extremely volatile since late July as risk aversion increased. The portfolio has reduced its allocation to JSE equities as prices fell despite strong company earnings. It remains defensively positioned in resources and retailers. The strategy is to reduce cash holdings and selectively buy equities at cheaper prices. The Foord International Trust aims to do this while avoiding long-dated bonds due to low yields and inflation risks. It focuses on multinational companies with emerging market exposure and defensive sectors. LVMH is highlighted as benefiting from growth in mainland Asian consumers
This document provides an overview of Efficient Group's boutique investment offerings, including:
1. Efficient Select, which manages single manager, multi-manager, and private client boutiques. Funds under management total $3 billion across various strategies.
2. Key investment funds offered by Efficient Select's single manager boutique, including the Efficient Equity Fund and Efficient Property Fund.
3. Efficient Select's multi-manager boutique employs a process of manager and fund diversification to reduce risk. It offers portfolios with various risk profiles.
4. Efficient International FoF, a global fund of funds with a 79% allocation to equities and the remainder across real
Africa's economy has grown significantly since 2000, with GDP rising 4.9% annually compared to slower growth in previous decades. Key drivers include growth in telecom, banking, retail, and construction, as well as increased foreign investment. However, many African countries still face serious challenges such as poverty and disease. Going forward, Africa's economy is projected to continue expanding rapidly, with total GDP projected to reach $2.6 trillion by 2020, creating substantial business opportunities.
The document discusses several economic and political issues:
1) European authorities have struggled to effectively address the escalating sovereign debt crisis, providing only temporary solutions while the problems get worse.
2) The US debt level has risen significantly due to tax cuts, spending increases, and the financial crisis, reaching nearly 100% of GDP.
3) Emerging markets saw large declines as investors fled to safe havens like US treasuries, though some emerging countries remain attractive long-term investments due to growth and demographics.
4) South Africa faces economic challenges including slowing growth compared to other emerging markets, while political risks also loom over policy and foreign investment.
Commerzbank is a leading German commercial bank with a strong presence in Germany and across Europe. It has over 7,000 bank clients in more than 60 locations worldwide. Commerzbank provides trade finance services like letters of credit and guarantees to help manage risks in international trade for both importers and exporters. It has deep expertise in these services, with staff experienced in trade finance and knowledge of global markets. Commerzbank aims to enhance the success of its financial institution clients through its global network and trade finance expertise.
PRI Asia Environmental Investment FocusFlorianSommer
Fortis Investments is the asset management division of Fortis Group, managing $192 billion in assets. It has a global network of 40 investment centers serving both institutional and individual investors. Fortis adopted the Principles for Responsible Investment in 2007, believing that environmental, social and governance issues can impact investment performance. It takes a decentralized approach, with each of its autonomous investment centers responsible for integrating ESG factors into investment analysis and decisions, supported by a central SRI investment center for coordination.
Pöyry Group is a global consulting and engineering company with core operations in energy, forest industries and chemicals, and infrastructure and environment. It has over 8,000 project services personnel working in over 200 offices across 49 countries. The document discusses Pöyry's services related to bioenergy, which is an important part of renewable energy. It can provide services across the entire bioenergy value chain and project lifecycle, including resource assessment, feasibility studies, project management, and operations and maintenance. Bioenergy includes sources like bioethanol, biodiesel, biomass for energy, and areas of interest include markets, policy, technology, and business strategy. Pöyry aims to support the growth of the large global
The document discusses global economic volatility in the 4th quarter of 2011. It notes uncertainty from events like the Japan earthquake, Eurozone debt crisis, and US debt ceiling debate. Markets became extremely volatile since late July as risk aversion increased. The portfolio has reduced its allocation to JSE equities as prices fell despite strong company earnings. It remains defensively positioned in resources and retailers. The strategy is to reduce cash holdings and selectively buy equities at cheaper prices. The Foord International Trust aims to do this while avoiding long-dated bonds due to low yields and inflation risks. It focuses on multinational companies with emerging market exposure and defensive sectors. LVMH is highlighted as benefiting from growth in mainland Asian consumers
This document provides an overview of Efficient Group's boutique investment offerings, including:
1. Efficient Select, which manages single manager, multi-manager, and private client boutiques. Funds under management total $3 billion across various strategies.
2. Key investment funds offered by Efficient Select's single manager boutique, including the Efficient Equity Fund and Efficient Property Fund.
3. Efficient Select's multi-manager boutique employs a process of manager and fund diversification to reduce risk. It offers portfolios with various risk profiles.
4. Efficient International FoF, a global fund of funds with a 79% allocation to equities and the remainder across real
Africa's economy has grown significantly since 2000, with GDP rising 4.9% annually compared to slower growth in previous decades. Key drivers include growth in telecom, banking, retail, and construction, as well as increased foreign investment. However, many African countries still face serious challenges such as poverty and disease. Going forward, Africa's economy is projected to continue expanding rapidly, with total GDP projected to reach $2.6 trillion by 2020, creating substantial business opportunities.
The document discusses several economic and political issues:
1) European authorities have struggled to effectively address the escalating sovereign debt crisis, providing only temporary solutions while the problems get worse.
2) The US debt level has risen significantly due to tax cuts, spending increases, and the financial crisis, reaching nearly 100% of GDP.
3) Emerging markets saw large declines as investors fled to safe havens like US treasuries, though some emerging countries remain attractive long-term investments due to growth and demographics.
4) South Africa faces economic challenges including slowing growth compared to other emerging markets, while political risks also loom over policy and foreign investment.
SIM is a philosophically grounded, multi-specialist asset manager with one investment platform that leverages off the Sanlam book and brand. It manages a range of multi-asset class funds including the SIM Balanced Fund, SIM Inflation Plus Fund, and SIM Low Equity Fund. The funds employ disciplined asset allocation strategies with a focus on downside protection and risk-adjusted returns.
Credit Suisse is a world-leading financial services company advising clients in all aspects of finance globally. It has over 50,000 employees across over 50 countries and manages over $1.25 trillion in assets. Credit Suisse focuses on complex client needs through its divisions of Private Banking, Investment Banking, and Asset Management. The External Asset Manager desk specifically serves wealth managers, asset managers, multi-family offices, financial planners, and fund providers/managers with over 250 employees across 11 locations.
The newsletter provides updates on various ODOT District 2 activities, including:
- Promoting safety messaging to drivers, especially in work zones.
- Implementing a new behavior-based safety program.
- Previewing the large construction season, with nearly $450M in projects.
- Announcing funding approval for preliminary engineering of two new I-475 interchanges.
- Discussing salt procurement strategies due to high prices and a focus on smart salt methods.
- Highlighting several ODOT employees who coach local youth sports teams.
- Thanking the community for support of their annual Santa project.
- Recognizing new hires and promotions within the district.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Two Rivers Marketing is celebrating 10 years spent in its current building in Des Moines' East Village neighborhood. Check out how our historic building has changed over the last 75 years.
The document discusses how brands must embrace social media and actively manage their online reputation, as consumers now extensively research brands online through reviews and social networks before making purchase decisions. It emphasizes the importance of listening to customers, promptly responding to any issues, and encouraging positive feedback to control the brand narrative and protect from negative impacts of online commentary. Brands are advised to have a social media strategy and response plan in place to engage with customers and grow their reputation.
The document discusses sprinkler system design criteria for flammable and combustible liquid storage. It outlines the history of criteria development in NFPA 30 based on full-scale fire tests involving various liquids, containers, and storage arrangements. Key points include:
- NFPA 30 criteria are now based on over 155 fire tests, providing more options for liquids, containers, and protection methods.
- Tests examine factors like material properties, container design, storage setup, and sprinkler parameters to understand liquid burning behaviors and develop pass/fail criteria.
- Criteria have limitations given variability in liquids and potential fire scenarios not yet tested. Additional testing is still warranted.
This document provides guidance on developing an effective social media strategy for nonprofits. It stresses the importance of the assessment phase to [1] understand target audiences and how they receive information before planning outreach. Key steps in assessment include focus groups, surveys, and analyzing existing web and social media analytics. With information gathered, nonprofits can then [2] prioritize goals and tasks in the planning phase based on available resources and what needs changing. Implementation requires assigning roles and timelines to carry out the strategic plan. Ongoing evaluation is also critical to measure success and make refinements. The overall process emphasizes listening to audiences as a foundation for developing relevant and impactful social media outreach.
The document provides audience feedback on a nature documentary. Positives included the variety of interviewees, music choice, interesting content, and professionalism. Negatives were that sometimes cutaways did not match, volume momentarily dropped, and the opening titles lacked professionalism. Suggestions were made to decrease music volume during voiceovers, film extra cutaway shots, allow more time between questions, refilm the opening titles, and pay closer attention to details in interviews.
A empresa de tecnologia anunciou um novo produto revolucionário que combina hardware, software e serviços em nuvem. O dispositivo é pequeno, portátil e oferece conectividade sem fio para acessar aplicativos e armazenamento na nuvem. A empresa espera que o novo produto impulsione o crescimento e a liderança no mercado de dispositivos conectados.
The document provides guidance on effective customer service skills. It emphasizes the importance of understanding customers, caring about their needs, and having the ability to solve problems honestly. Key communication skills include being friendly, enthusiastic, interested, and knowledgeable. Active listening skills such as personalizing contact, avoiding assumptions, asking clarifying questions, repeating back to ensure clarity, and not interrupting are also important. The document outlines tips for dealing with difficult customers which include monitoring tone, body language, emotions, and ego. It suggests respecting customers, owning up to mistakes, focusing on goals, using silence, and responding rather than reacting.
International Journal of Engineering Research and Applications (IJERA) is an open access online peer reviewed international journal that publishes research and review articles in the fields of Computer Science, Neural Networks, Electrical Engineering, Software Engineering, Information Technology, Mechanical Engineering, Chemical Engineering, Plastic Engineering, Food Technology, Textile Engineering, Nano Technology & science, Power Electronics, Electronics & Communication Engineering, Computational mathematics, Image processing, Civil Engineering, Structural Engineering, Environmental Engineering, VLSI Testing & Low Power VLSI Design etc.
ATLAS OF MINERAL RESOURCES OF THE ESCAPE REGION VOLUME 12 GEOLOGY AND MINERAL...MYO AUNG Myanmar
Atlas of Mineral Resources of the ESCAP Region:
Geology and Mineral Resources of Myanmar
This series shows the distribution of mineral deposits and occurrences in the countries of the Asia and Pacific region irrespective of their economic significance and provides information on their contained commodities, reserves, geographic locations, their relation to the geological environment and other characteristics.
Book Ordering Information:
Sales Number: E.95.II.F.17 ISBN: 92111968250 Vol.12 Pages: 208pp.
Tài liệu thiết kế vest nam. Hướng dẫn may vá, chia sẻ tài liệu....
Tham gia fanspage để cập nhật thường xuyên : http://facebook.com/maymaymininhat
Mua máy may Nhật giá rẻ : http://muangay123.com/may-khau
The document discusses trends in the US natural gas market. It summarizes that:
1) Following a period of low gas prices and a building boom, concerns grew about potential domestic gas shortages and increased reliance on LNG imports.
2) However, extensive unconventional gas reserves were discovered, undermining the need for LNG. High domestic gas prices drove growth in unconventional supply.
3) Today, unconventional gas reserves are substantial but production is stabilizing as investment declines in response to lower prices. The future role of LNG imports remains uncertain.
The document summarizes the regulatory landscape around palm oil-based biofuels in Europe. It discusses the European Commission's proposal to cap first generation biofuels at 5% and impose indirect land use change factors that would make palm oil and biodiesel non-compliant. It also notes growing political pressure against palm oil in Europe from environmental groups and reviews implications for other policy areas like food labeling. The proposal faces further debate and decision by European Parliament and Council in 2013, requiring industry to make the case that palm oil sustainability has improved.
This publication demonstrates where and how CMS works across a number of practices, industry sectors and countries to provide high-quality advice in more European jurisdictions than any other legal services provider. It shows how CMS understand clients, their businesses and the legal landscape in which they operate. And it documents how CMS can coordinate complex transactions across
borders - no easy task when you consider Europe\'s diverse
jurisdictions.
SIM is a philosophically grounded, multi-specialist asset manager with one investment platform that leverages off the Sanlam book and brand. It manages a range of multi-asset class funds including the SIM Balanced Fund, SIM Inflation Plus Fund, and SIM Low Equity Fund. The funds employ disciplined asset allocation strategies with a focus on downside protection and risk-adjusted returns.
Credit Suisse is a world-leading financial services company advising clients in all aspects of finance globally. It has over 50,000 employees across over 50 countries and manages over $1.25 trillion in assets. Credit Suisse focuses on complex client needs through its divisions of Private Banking, Investment Banking, and Asset Management. The External Asset Manager desk specifically serves wealth managers, asset managers, multi-family offices, financial planners, and fund providers/managers with over 250 employees across 11 locations.
The newsletter provides updates on various ODOT District 2 activities, including:
- Promoting safety messaging to drivers, especially in work zones.
- Implementing a new behavior-based safety program.
- Previewing the large construction season, with nearly $450M in projects.
- Announcing funding approval for preliminary engineering of two new I-475 interchanges.
- Discussing salt procurement strategies due to high prices and a focus on smart salt methods.
- Highlighting several ODOT employees who coach local youth sports teams.
- Thanking the community for support of their annual Santa project.
- Recognizing new hires and promotions within the district.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Two Rivers Marketing is celebrating 10 years spent in its current building in Des Moines' East Village neighborhood. Check out how our historic building has changed over the last 75 years.
The document discusses how brands must embrace social media and actively manage their online reputation, as consumers now extensively research brands online through reviews and social networks before making purchase decisions. It emphasizes the importance of listening to customers, promptly responding to any issues, and encouraging positive feedback to control the brand narrative and protect from negative impacts of online commentary. Brands are advised to have a social media strategy and response plan in place to engage with customers and grow their reputation.
The document discusses sprinkler system design criteria for flammable and combustible liquid storage. It outlines the history of criteria development in NFPA 30 based on full-scale fire tests involving various liquids, containers, and storage arrangements. Key points include:
- NFPA 30 criteria are now based on over 155 fire tests, providing more options for liquids, containers, and protection methods.
- Tests examine factors like material properties, container design, storage setup, and sprinkler parameters to understand liquid burning behaviors and develop pass/fail criteria.
- Criteria have limitations given variability in liquids and potential fire scenarios not yet tested. Additional testing is still warranted.
This document provides guidance on developing an effective social media strategy for nonprofits. It stresses the importance of the assessment phase to [1] understand target audiences and how they receive information before planning outreach. Key steps in assessment include focus groups, surveys, and analyzing existing web and social media analytics. With information gathered, nonprofits can then [2] prioritize goals and tasks in the planning phase based on available resources and what needs changing. Implementation requires assigning roles and timelines to carry out the strategic plan. Ongoing evaluation is also critical to measure success and make refinements. The overall process emphasizes listening to audiences as a foundation for developing relevant and impactful social media outreach.
The document provides audience feedback on a nature documentary. Positives included the variety of interviewees, music choice, interesting content, and professionalism. Negatives were that sometimes cutaways did not match, volume momentarily dropped, and the opening titles lacked professionalism. Suggestions were made to decrease music volume during voiceovers, film extra cutaway shots, allow more time between questions, refilm the opening titles, and pay closer attention to details in interviews.
A empresa de tecnologia anunciou um novo produto revolucionário que combina hardware, software e serviços em nuvem. O dispositivo é pequeno, portátil e oferece conectividade sem fio para acessar aplicativos e armazenamento na nuvem. A empresa espera que o novo produto impulsione o crescimento e a liderança no mercado de dispositivos conectados.
The document provides guidance on effective customer service skills. It emphasizes the importance of understanding customers, caring about their needs, and having the ability to solve problems honestly. Key communication skills include being friendly, enthusiastic, interested, and knowledgeable. Active listening skills such as personalizing contact, avoiding assumptions, asking clarifying questions, repeating back to ensure clarity, and not interrupting are also important. The document outlines tips for dealing with difficult customers which include monitoring tone, body language, emotions, and ego. It suggests respecting customers, owning up to mistakes, focusing on goals, using silence, and responding rather than reacting.
International Journal of Engineering Research and Applications (IJERA) is an open access online peer reviewed international journal that publishes research and review articles in the fields of Computer Science, Neural Networks, Electrical Engineering, Software Engineering, Information Technology, Mechanical Engineering, Chemical Engineering, Plastic Engineering, Food Technology, Textile Engineering, Nano Technology & science, Power Electronics, Electronics & Communication Engineering, Computational mathematics, Image processing, Civil Engineering, Structural Engineering, Environmental Engineering, VLSI Testing & Low Power VLSI Design etc.
ATLAS OF MINERAL RESOURCES OF THE ESCAPE REGION VOLUME 12 GEOLOGY AND MINERAL...MYO AUNG Myanmar
Atlas of Mineral Resources of the ESCAP Region:
Geology and Mineral Resources of Myanmar
This series shows the distribution of mineral deposits and occurrences in the countries of the Asia and Pacific region irrespective of their economic significance and provides information on their contained commodities, reserves, geographic locations, their relation to the geological environment and other characteristics.
Book Ordering Information:
Sales Number: E.95.II.F.17 ISBN: 92111968250 Vol.12 Pages: 208pp.
Tài liệu thiết kế vest nam. Hướng dẫn may vá, chia sẻ tài liệu....
Tham gia fanspage để cập nhật thường xuyên : http://facebook.com/maymaymininhat
Mua máy may Nhật giá rẻ : http://muangay123.com/may-khau
The document discusses trends in the US natural gas market. It summarizes that:
1) Following a period of low gas prices and a building boom, concerns grew about potential domestic gas shortages and increased reliance on LNG imports.
2) However, extensive unconventional gas reserves were discovered, undermining the need for LNG. High domestic gas prices drove growth in unconventional supply.
3) Today, unconventional gas reserves are substantial but production is stabilizing as investment declines in response to lower prices. The future role of LNG imports remains uncertain.
The document summarizes the regulatory landscape around palm oil-based biofuels in Europe. It discusses the European Commission's proposal to cap first generation biofuels at 5% and impose indirect land use change factors that would make palm oil and biodiesel non-compliant. It also notes growing political pressure against palm oil in Europe from environmental groups and reviews implications for other policy areas like food labeling. The proposal faces further debate and decision by European Parliament and Council in 2013, requiring industry to make the case that palm oil sustainability has improved.
This publication demonstrates where and how CMS works across a number of practices, industry sectors and countries to provide high-quality advice in more European jurisdictions than any other legal services provider. It shows how CMS understand clients, their businesses and the legal landscape in which they operate. And it documents how CMS can coordinate complex transactions across
borders - no easy task when you consider Europe\'s diverse
jurisdictions.
This document provides an overview of a breakfast briefing on wireless broadband and maximizing current investments through new services. The briefing covered several topics:
1) Mobile WiMAX certification is being updated, with the first Wave 2 products certified at 2.5GHz. Over 100 Mobile WiMAX products are expected to be certified by the end of 2008.
2) Challenges for Mobile WiMAX adoption include MIMO antenna size/weight, intellectual property issues, delays in spectrum auctions, and short battery life of client devices.
3) Next steps discussed generating unique applications to drive adoption, using Mobile WiMAX for both fixed and mobile services, and improving the user experience to differentiate it from other wireless alternatives.
HubMilan is an international coworking space company that was founded in 2000 and has locations in many major cities around the world. It focuses on bringing people together in creative communities to promote profit, people, and planet. The document lists HubMilan's locations over time from 2005 to present day across Europe, North America, Africa, Asia, and South America. It also mentions the company provides services like community, selection, design, online hosting.
Hub Milan is a coworking space founded in 2000 in Milan, Italy that has since expanded to multiple locations globally including London, Copenhagen, New York, Roma, Cairo, and more. The company focuses on community and bringing people together through their shared workspaces and communities of practice. They offer services like selection, design, online hosting, and more to support professionals working remotely or as part of distributed teams.
The document provides information about The Hub, a coworking space company, over multiple years from 2000 to 2020. It lists the company's locations and growth from 1 location in 2005 to over 50 locations globally. It also lists various services provided like hosting, online platforms, and community building. The bottom of the document includes contact information for Nicolo' Borghi at The Hub and frequently asked questions about the company and its franchising model.
The document discusses entrepreneurship and social entrepreneurship. It mentions the Euro-Med School and focuses on the Hub Milan, a community space for social entrepreneurs. It provides information about the Hub's locations over time, starting in 2005 in London and expanding to other cities. It discusses principles for starting a business, including focusing on ideas, products, teams, hiring, funding, and passion. The document promotes an entrepreneurial mindset and community support for social entrepreneurs.
This document provides information about an event called the IULM BarCamp to be held on June 8, 2010. It includes a map showing the global growth of BarCamp events from their origins in London in 2005 to locations today across Europe, North America, Africa, Asia, and South America. The document discusses community, hosts, investors, the CEO, entrepreneurs, attraction, design, franchises, leadership, selection process, and legal aspects of The Hub organization behind the BarCamp events.
Jones Lang LaSalle 2013 Global Real Estate OutlookGiles Wrench
Jones Lang LaSalle's global research experts track rental performance of prime office space across 81 major markets in the Americas, Asia Pacific and Europe.
2013 Global Real Estate Outlook
Authors:
Jeremy Kelly
Global Research, Jones Lang LaSalle
David Green-Morgan
Global Capital Markets Research, Jones Lang LaSalle
Ben Breslau
Director of Research, Americas, Jones Lang LaSalle
Zinnov reviewed over 400 global cities and identified the top 100 most promising technology hubs for deep dive analysis. Key factors considered included the size and quality of the local talent pool, university ecosystem, technology depth, infrastructure, and cost competitiveness. Approximately 45% of the top 100 cities were in the Americas region, with 28% in EMEA and 27% in APJ. Conducive business climates and developed infrastructure, along with access to highly qualified talent, were the main drivers for the emergence of these locations as global engineering hubs.
This document summarizes real estate market indicators across various European cities in autumn 2008. It shows the position of cities in their local prime rental cycles for offices, distribution centers, and shopping centers. Tables provide data on prime rental rates and yields for different property types in cities like London, Paris, Frankfurt, Madrid, and others. Charts depict trends in office vacancy rates across major European markets from 2006 to 2008.
This presentation from MATRADE discusses their roles in promoting ICT exports from Malaysia. MATRADE has over 35 trade offices globally and works to promote ICT exports through trade fairs, specialized marketing missions, and providing market intelligence and business matching services. The presentation outlines MATRADE's work program for 2012, which includes over 120 programs like trade fairs, sector-focused SMMs, and flagship events to promote ICT exports to key markets like ASEAN, South Asia, and West Asia. Trends discussed include growth in mobile technologies, cloud services, and security solutions. MATRADE aims to facilitate greater ICT exports by introducing Malaysian companies and providing support through their global network of offices.
Adeo Ressi - Founder Institute - Stanford Engineering - Mar 12 2012Burton Lee
Build Your Dream Company is a program that helps graduates build meaningful technology companies through a global network of over 500 graduates and 700 mentors across 25+ cities. The goal is to build successful, enduring companies by providing resources, connections, and support. Locations include major cities in North America, Europe, Asia, South America, and more are in development. Past results show that 91% of graduates have made progress with their companies, with 46% achieving moderate progress and 14% achieving fast progress after joining the program.
A detailed overview of AWS including how you can get started quickly, deliver agility and reduced time to market.
By Ryan Shuttleworth, AWS Technical Evangelist
This document discusses HSBC's global technology strategy and initiatives. It provides an overview of HSBC's global technology network including data centers, satellite hubs, and service centers around the world. It highlights several key technology programs including migrating credit card platforms to a single global system, the HSBCnet platform for corporate and commercial banking, and a next generation internet banking platform called 2G. The document also discusses the business impacts of these programs including cost savings, traffic and sales increases, and customer experience improvements.
Pöyry is a global consulting and engineering firm with over 8,000 experts operating in 49 countries. It provides services across various industries including chemical process, pulp and paper, oil and gas, power, renewable energy, and more. For the chemical process industry specifically, Pöyry offers technical consulting, engineering, project management, EPCM project implementation, and long-term partnerships utilizing its global network of over 1,300 chemical industry specialists.
The document discusses techniques for extreme rich internet application (RIA) development using DotNetNuke (DNN). It covers how web delivery methods have changed with faster speeds, AJAX, CSS, and the growing importance of JavaScript. It discusses the client-side architecture including browsers, UI libraries, and the spectrum from structured to ad-hoc layouts. The document outlines DNN's progression of RIA usage from modules to scripted modules to full client-side frameworks like Sencha. It also covers quickly deploying scripted modules using tools like Open Web Studio without recompiling or restarting servers.
Proposte is an executive search firm based in Italy that is part of the global Penrhyn International network. Penrhyn International has 23 member firms across 5 continents. Proposte focuses on senior level executive and management searches for multinational and family-owned businesses in industries like consumer goods, financial services, automotive, and energy. The document provides information on Proposte, Penrhyn International, the Association of Executive Search Consultants professional standards group, Proposte's search methodology, and representative client projects and searches in Italy.
The document provides instructions for registering for and using the Old Mutual Rewards program. It describes the registration process for first time users, which involves opening the Old Mutual Rewards homepage in a browser, clicking "Join Now", and following the registration steps. For existing users, the instructions note to open the homepage and click "Login". The document also covers terms and conditions, troubleshooting, and resetting usernames and passwords.
This document summarizes key trends and statistics for an insurance provider over multiple years:
- Claims payout ratios have remained consistently high between 95-97% every year from 2013-2018. Total claims paid in 2018 were R5.08 billion.
- Average ages for disability, death, and illness claims are provided. Cancer/tumors account for the highest percentages of illness claims.
- Metrics on points redeemed and members in the company's rewards program are presented, as well as the top redemption partners.
- Meeting more financial needs with the company results in higher tiers and more points earned in the rewards program.
This document provides a summary of Myriad life insurance products and claims statistics. It discusses:
- Over R1.3 trillion in total sum assured on Myriad policies and billions paid out in claims and benefits.
- Claim statistics showing 95.4% of claims were paid and reasons for the small percentage of repudiated claims.
- Examples of largest individual claims paid in 2018.
- Observations about trends in critical illnesses, disabilities, and deaths claimed by gender and age.
- Longevity protection benefits that have been triggered.
- The role of underwriting in assessing risk factors to determine premiums.
- Premium guarantees and pricing approaches to ensure sustainability.
- Living benefit enhancements recently
This document provides an overview of the Investec Diversified Income Fund, including its performance, investment framework, and views on the current economic environment. Some key points:
- The fund has outperformed its benchmark over various time periods since inception, with an annualized return of 8% vs the benchmark's 7.3%. It aims to participate in rallies and protect in sell-offs.
- The investment framework focuses on balancing income, capital preservation, and diversification across different asset classes. In recent years it has benefited from exposures to bonds, credit, and selectively to property.
- Local economic growth is lagging while inflation is improving, which could allow interest rate cuts. However, external factors
This document provides an overview of the Investec Diversified Income Fund, including its performance, investment framework, process and current views. Some key points:
- The fund has outperformed its benchmark over various periods since inception in 2009, with an annualized return of 8% vs the benchmark's 7.3%.
- The investment framework aims to participate in bond market rallies while protecting against downturns by maintaining a capital preservation bias.
- The process involves developing strategic and tactical views through proprietary analysis and debate, then implementing these views through active management within the framework.
- Currently, improving local politics are being swamped by a hostile external environment, making valuations on local bonds compelling.
1) The document provides biographies and experience summaries for Andrew Bishop and Shamier Khan, portfolio managers at Element Investment Managers.
2) It discusses Element's investment philosophy and process, including a focus on long-term fundamentals, ESG factors, and capitalizing on market cycles.
3) The performance summaries show that Element's equity and balanced funds have outperformed peers and indices over multiple time periods, often placing in the top quartile for returns and risk.
The document discusses Absa Stockbrokers & Portfolio Management's investment offerings. It provides details on the portfolio management team and investment committee. It then summarizes Absa's investment philosophy which uses a top-down macroeconomic analysis combined with bottom-up fundamental research. The document proceeds to outline Absa's product offerings, including their personal portfolio range, equity portfolio, and fee structures.
The document discusses two investment products - the Absa Yield Enhancer and the Twin Fixed Return & Growth Protector.
The Absa Yield Enhancer is a 5-year investment linked to the performance of the S&P 500, Hang Seng China Enterprise, and Nikkei 225 indices. It offers the potential for an enhanced annual return and full capital protection if the indices do not fall by more than 40%.
The Twin Fixed Return & Growth Protector is also a 5-year investment with fixed returns of 25% of capital after 1 year and 25% of half the capital after 3 years. The remaining capital is linked to the Credit Suisse GEM 10% Risk Control Index, which balances
Lifestyle financial planning aims to achieve clients' lifetime goals through financial independence by focusing on lifestyle goals and using a team of strategists to provide comprehensive services like tax planning, retirement planning, cash flow planning, etc. The financial planner acts as a partner and buffer between the client and portfolio managers, with the goal of an ongoing relationship and annual meetings to review the clients' strategy and ensure it can achieve their goals. Asset allocation is key, determining most of returns and risk, while stock picking and market timing have less impact.
This document contains slides from a presentation given by Miranda van Rensburg, Regional Sales Manager at Prudential Investment Managers, in November 2018. The presentation discusses challenges in financial planning given volatility in asset class returns, impact of client behavior on investment performance, and strategies for mitigating sequence of returns risk in retirement. It provides analysis showing the benefits of active management, global diversification, and maintaining growth assets in retirement to maximize long-term returns. The final slides introduce Miranda and include the standard disclosure statement.
This document summarizes a meeting between Meyer Coetzee, Head of Retail, and Henk Kotze, PM Income Provider, on November 9, 2018. The agenda included a business update, discussion of the Prescient Income Provider fund, and the Prescient Balanced Fund. Key points included Prescient scaling up operations by focusing on people, operations, and strategy. An overview of Prescient's ownership structure post-BEE deal and staff share scheme was provided. The Prescient investment team and their experience was outlined. The Prescient philosophy of valuation-driven, risk-focused investing to maximize upside and minimize downside was discussed. Performance of the Income Provider fund since 2006, beating inflation and various market indices, was
This document discusses trends in the financial advice industry and how advisers can add value. It notes that client loyalty is driven by company/brand, product/service delivery, and advice experience. Good client experiences are defined by service, tailoring advice to individual needs through teaching, and investment returns. The document shows that advisers can help boost returns by 1.4-4.8% through managing expectations and providing advice. It emphasizes that technology, tailoring advice, and teaching clients are important for client engagement and loyalty, especially among younger clients. The key is focusing on what clients value, demonstrating the value of advice, and using technology and goals-based planning.
The document outlines an Estate Preservation Plan which provides clients with a professionally drawn up will and life insurance to ensure their estate has sufficient liquidity to cover costs associated with estate administration and dependents' needs, as over 30% of estates currently lack adequate funds. The plan offers both underwritten and non-underwritten options to clients with estates of varying sizes to structure life insurance benefits that flexibly address executor fees, maintenance expenses, and potential shortfalls.
The Senate Group is an alliance of independent financial advisors who meet three times a year to share experiences and expertise. Membership requires at least 15 years of experience and compliance with financial advisory standards. The group aims to enrich the practices of members and their clients through knowledge sharing. Modern investment platforms need to offer tailored solutions, integration support, portfolio structuring capabilities, and affordable products including unit trusts, discretionary fund management, and alternative investments. They also need continual innovation in areas like technology, online access, and value-added services to properly serve advisors' needs and support business growth.
The document discusses severe illness insurance and promotes Greenlight's products. It notes that only 12% of Old Mutual customers are covered for severe illness by Greenlight, and that 1 in 3 males and 1 in 4 females are at risk of cardiovascular disease before age 60. It then summarizes Greenlight's Elite, Premium, and Essential severe illness insurance products and highlights that 99% of Greenlight's 2017 severe illness claims were for 100% payout events.
The document provides step-by-step instructions for registering for the Old Mutual Rewards program. It details logging in to secure services, clicking register, completing the registration form, upgrading the profile, linking a cellphone number, updating login details, submitting the request, receiving a confirmation email, and accepting the terms and conditions. Once registered, the user can login to access the Rewards homepage.
Old Mutual is a licensed financial services provider that offers unique definitions for assessing claims. Their Greenlight product allows for a 100% payout for severe illness if symptoms last 24 hours, even with full recovery, requiring only raised cardiac markers or changes in ECG or symptoms. In comparison, other insurers require specific levels of all cardiac markers and only assess claims after 3 months, requiring permanent neurological impairment. Greenlight also offers a 30% payout for minor strokes lasting 1-24 hours with full recovery.
The document provides information on the GREENLIGHT CARE 4U support programme available to Old Mutual customers. It offers a wide range of services for members' financial, emotional and physical wellbeing including emergency support, health screenings, family support services, safety services, and discounts on healthcare and fitness related items. Members can access these services and discounts by calling the GREENLIGHT CARE 4U call center.
The document provides guidelines on the death, disability, and illness benefits provided by Old Mutual Greenlight at different ages. It lists the benefit amounts for death, accidental death, final expenses, earning ability cover, severe illness, and physical impairment at ages 1 to 66+. It also provides multiples of gross annual earnings that can be used as limits for personal lump sum cover amounts. For individuals like home executives, students, and unemployed, it provides tiered guidelines for illness income benefits with maximum amounts ranging from R650,000 to R2,500,000.
Incompass has been providing financial solutions since 2003 and is one of South Africa's foremost experts in foreign exchange. They offer money transfers into and out of South Africa according to regulations. They provide a private banking experience with no fees for transfers over R50,000 ZAR and better exchange rates than retail banks through bulk buying. Your funds are kept safely in your own bank account and the process involves registration, exchange control clearance if needed, trading at your selected rate, and funds being received within 3 days.
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
Seminar: Gender Board Diversity through Ownership NetworksGRAPE
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
5 Tips for Creating Standard Financial ReportsEasyReports
Well-crafted financial reports serve as vital tools for decision-making and transparency within an organization. By following the undermentioned tips, you can create standardized financial reports that effectively communicate your company's financial health and performance to stakeholders.
3. CS Private Banking: A Global Franchise
London
Guernsey Luxembourg
Frankfurt
Paris Vienna
Lisbon Zurich
Milan St. Petersburg
Monaco
San Francisco Madrid Moscow
Chicago Boston
Gibraltar Beijing
Los Angeles New York Istanbul
Dallas
Atlanta Baltimore Athens
Beirut Shanghai
Miami Cairo Doha Dubai
Nassau Guangzhou Taipei
Abu Dhabi Hong Kong
Mexico
Mumbai Bangkok
Caracas
Bogotá Kuala Lumpur
Singapore
Lima Jakarta
Rio de Janeiro
São Paulo Johannesburg
Santiago Montevideo Sydney
Buenos Aires Cape Town
Melbourne
Service locations
Slide 3
4. Private Banking at Credit Suisse – Awards
We don't like talking about ourselves, but the pundits
do
Private Banking at Credit Suisse is one of the top names when it comes to putting your assets
in the right hands. This is confirmed also by the experts, as shown by the various awards we
have received.
Awards at a glance
Best Global Wealth Management House 2011 (Euromoney)
Best private bank globally 2011 (Euromoney)
Best Bank in Switzerland 2011 (Euromoney)
Best Global Bank 2010 (Euromoney)
Best Bank in Switzerland 2010 (Euromoney)
Best Private Banking Services Overall Global Award 2010 (Euromoney)
Best Private Banking Services Overall in Switzerland 2010 (Euromoney)
The 2010 asset management elite: magna cum laude (Handelsblatt Elite Report)
Best Bank in Switzerland 2009 (Global Finance)
Best Private Banking Services Overall in Switzerland 2009 (Euromoney)
Best Wealth Management House 2009 (Euromoney)
The 2009 asset management elite: summa cum laude (Handelsblatt Elite Report)
World's Best Developed Market Banks Awards 2009: Best bank in Switzerland (Global Finance)
Slide 4
8. Credit Suisse EAM department
EAM business operates on
Unmatched experience Dedicated team and staff
award winning CS PB platform
in servicing EAM globally supporting EAM requirements
and technology
Dedicated unit specialising in provision of services to EAM's for more than 10 years
Segregated and ring fenced organisation embedded within the global Private Bank division
Global presence via dedicated booking centers and staff, operating on CS PB platforms
Servicing more than 1'000 EAM's worldwide
250 dedicated staff globally
Approximately 55 bn CHF Assets under Management in EAM business
Slide 8
9. Credit Suisse EAM "Triangle Setup"
Full licensed Asset
Management
Documentation of "know your
Mandate
customer" and "flow of funds" (discretionary
due to regulatory duties and co-
or advisory)
operation with Credit Suisse
Limited
EAM1 Power of Your Client
External Asset Manager attorney
Co-operation Delegation Dedicated
agreement (EAM of client Delivery of
EAM services banking products
contract) identification
(e.g. Custody,
Brokerage)
Note 1: EAM = Credit Suisse term for wealth & asset managers, family offices, fund providers and financial advisors.
Slide 9
10. A flexible approach for you
We jointly develop your very own tailored solution
Every EAM is different
Size, structure, lifecycle and clients
Indivdidual needs vary
Long term strategic partners
Flexible approach
We try and listen
We understand EAM‘s Businesses
A focus on understanding your long term goals and objectives
We tailor
Solutions according to your specific business needs
Services to support your future growth
Credit Suisse has a flexible approach based on an open platform where we customize and tailor solutions based on your
business needs
Slide 10
11. Credit Suisse – delivers unrivalled service
Continuously assisting you through a unified team
Your dedicated team
Relationship Manager (RM) Investment Advisor (IA)
Manages your partnership across Credit Suisse Offers EAM specific investment solutions
Co-ordinates access to all the business services of the bank Devises innovative investment and trading ideas
Designs your own tailor-made solution Provides "best in class" transaction services
Help and support with day-to-day business needs Advises on market news and trends
Provides access to the whole bank
Credit Suisse has a dedicated team of experienced managers that will assist you in developing the appropriate strategy for
your business through a well versed methodology
Slide 11
12. Credit Suisse offers a "One Stop Shop"
Specialist supported with state-of-the-art product architecture
External Asset
Manager
EAM Relationship Manager / Investment Advisor
Products & Services for External Asset Manager
Basic eTools Investment Tailor-made Other
Products & Services Products & Solutions Solutions Services
Relationship Manager Tool Coach Investment Advisor IB, Solution Partners, Various specialists
PLF team etc. (legal, tax etc.)
Allround coordinator EAM Net Home Brokerage and
Account setup / EAM Net execution Labelled Fund Succession Planning for
Framework Advanced Reporting Fund Lab Solutions EAM
Custody Portfolio Net Structured Investment Foundations & Trusts EAM Events & trainings
Execution Private Swift Network Products Direct Access Trading Investment Banking
Reporting (AIS/IPC) Forex Trading Alternative Investments Direct Order Solutions
Finance and Leverage Formalities Tool Primary- & Secondary Agreements Pension Fund Solutions
Credit Cards Secure Mail Research Customised SIP Retrocession reporting
Payments PM tool coordination Solutions Relocation Services
Day to day trouble Global Custody Cash Pooling Solutions
shooting Life Portfolio Market Data Providers
Report consulting
Slide 12
13. Unique global offering
We have a strong portfolio of products and services to meet your needs
Technology Execution Products
Comprehensive functionality Open product platform, covering all
supported by a powerful transaction Best execution capabilities asset classes
platform, state-of-the-art reporting, Comprehensive Multi-Asset Class Comprehensive product offering,
connectivity solutions and more
By E-Tool or Dealer delivering flexible solutions across
Simple to use, real time & flexible the whole value chain
Direct market access
Multi-national technology for all “One stop shop” encapsulating all
booking centers your investment needs
Location
Multi-booking center, providing
access to different market
jurisdictions
Slide 13
15. EAM Technology
One platform for EAM consisting of several integrated modules
Competitive advantages
EAM Net Comprehensive functionality, from
Home a powerful transaction platform to
Global information high-end-client reporting
portal
Private swift Formalities
Network Application
Connectivity with
Easy-to-use applications (that are
portfolio management Relationship opening
systems used internally within Credit
EAM Net Suisse)
Positions, portfolio
&transaction
Portfolio FOREX
Net Trading Real-time connectivity, compatible
Reporting & performance
with many Portfolio Management
FX deals
calculation
Systems
INVESTNet
Technology Portfolio analysis &
investment proposals Multi-national technology approach
for all booking centers world-wide
Our easy to use technology will support you in meeting your business needs and addressing the
demands of your clients through a single dedicated platform
Slide 15
16. EAM Net
EAM Net Home
Home
Global information portal
Main access point
Access Booking Platforms Zurich,
Singapore and Germany
Access Credit Suisse Private
Banking Research. Subscribe to
publications
Create watchlists of investments
and virtual portfolios
Access forms online and other
information for our EAM partners
Secure messaging
Slide 16
17. EAM Net
Versatile tool for portfolio management & transactions
Realtime portfolio Archiving, portfolio analyses &
viewing and transaction platform
management & transaction
platform allowing access
from anywhere at anytime
Place securities orders
directly to stock exchanges
around the world, including
bulk orders
Trading
Online trading access Enabling you to obtain
investment statements &
Direct market access
performance calculations,
Equity, Bond, Derivative trading
also as PDF
Research & Market Data
Archive functionality stores
documents, e.g. statements
& legal forms
Slide 17
18. EAM Net EAM Net
Client Management
Clients
Overview of clients placed in your care,
with the option of displaying EAM-
specific client responsibility
Client search
Client Search by different criteria (e.g.
name, domicile, place)
Personal views
Selection and ability to draw up client
lists
Information of account-overdraft
Information of money-market-maturities
Settings
Option to define personalized default
values
Slide 18
19. EAM Net EAM Net
Reporting & transactions
Asset / Liability
Accounts - Real-time-information of
accounts and securities positions
Performance - Online-information of
perfomance as well as direct order
possibilities
Print outs - Overview of ordered /
generated investments- &
performance statements
Best Execution
Order Entry online
Overview of pending, settled,
and expired stock market
orders of the past 10 days
Corporate actions overview
Position movement detailed
information
Booking instructions per trade
Move cash between accounts
Slide 19
20. EAM Net
Portfolio rebalancing
1 Chose your 2 Define 3 Generate 4 Check
Investment Strategy Client Groups Group Orders Portfolio
3
Generate group orders in only 3 steps:
Define desired target investments
Check selected clients and
calculated amounts and adjust if
necessary
Confirm and submit group order
Recent enhancement to block order functionality, enables PM tool like functionality, efficient client management, time
savings for your business
Slide 20
21. Portfolio Net CS
High-end client reporting with a wide range of reporting functionalities
Performance Attribution
—Management Effekte
Detailed analysis nach Branchen 01.10.2005
- 31.12.2005
1.00%
0.80%
0.60%
Transactions 0.40%
0.20%
Holdings and asset allocation 0.00%
-0.20%
Risk -0.40%
Total
Financials
Cash
Energy
Telecomm
Industrials
Materials
Information
Consumer
Health Care
Utilities
Discretionary
Technology
Services
Consumer
Staples
Return details and return time series Marktselektion Titelselektion Interaktion
Portfolio vs. benchmark
Contribution/attribution
Reporting Individuality
Zerlegung Tracking Error
nach Faktoren 31.12.2005
Benchmarking & asset allocation
Customizable consolidations 70.00%
60.00%
Performance & risk figures Individual benchmarks
50.00%
40.00%
Consolidation & holdings
30.00%
20.00%
10.00%
Historical data Print and export 0.00%
Länder
Branchen
Titelspezifisches
systematische
Währungen
Faktoren
Übrige
Risiko
Sophisticated PDF reports by
mouse click
Simple data export to Excel
Portfolio Net CS is fully integrated in EAM Net Home and appropriate only for end clients with assets in
excess of $15m
Slide 21