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A SELECTION OF KEY CLIENTS WE WORK WITH...


INVESTMENT CONSULTING & RESEARCH


AV I VA INVESTORS 2 0 18 An array of ideas for the Aviva Investors Conference, exploring adaptation within nature, humans and animals. The selected route was biomimicry.


ABERDEEN S TA N D A R D I N V E S T M E N T S 2 0 18 The creative brief focused on the strapline ‘Transforming Investment Outcomes’ exploring subjects such as dichotomy, world politics. The final route chosen for development was an origami theme.


What is resilience?

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Looking at ways to communicate the conference theme ‘Resilience’, many ideas were considered. The client chose resilient animals for the creative.

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Wholesale Conference 2017

14 November, Corinthia Hotel, London

STAYING THE COURSE

Building resilience for long-term returns

"Working together in challenging terrain, penguins show true resilience in the harshest conditions."


JANUS HENDERSON 2 0 18 One of our longest standing event clients.


E X P A N D I N G

H O R I Z O N S

Investment Conference 2015

Cocktail menu P E R S P E C T I V E S

Expanding Horizons Using powerful images of the cosmos, signifying change on a massive scale. Possibly teaming up with the Insight sponsored astronomy photographer of the year competition.

T I D E S

Perspectives Satellite imagery showing global changes. Climate change, urban growth, political and social impact. Images can display ‘then and now’ aspects of different areas of the world.

O F

C H A N G E


TUESDAY 13 NOVEMBER 2018 • VILLA KENNEDY, FRANKFURT

FOR PROFESSIONAL CLIENTS ONLY.

B N Y U K I C 2 0 18 The value of investments can fall. Investors may not get back the amount invested. Important information. For Professional Clients only. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment managers, unless otherwise noted. This is not investment research or a research recommendation for regulatory purposes. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and its subsidiaries. Issued in Germany by BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England No. 1118580. Authorised and regulated by the Financial Conduct Authority. Issued in Germany by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), German branch, Frankfurt am Main – Amtsgericht (Registergericht) Frankfurt am Main, HRB 101424. Branch Manager: Thilo Wolf. Directors: David Michael Turnbull, Matthew John Oomen, Gregory Allan Brisk. PRE02101-005. EXP31/12/2018.

Agents of Change BNY Mellon Annual Thanksgiving Konferenz 2018

A selection of concepts for the BNY conference leveraging the ‘Agents of Change’ strapline.


BNY CLIENT E V E N T 2 0 18

A variety of suggested themes for the BNY ‘Living Japan: Kaizen’ event in Madrid. Themes explored traditional and futuristic Japan.


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KAIZEN: Se traduce del japonés como: “mejora continua” desde un punto de vista personal, así como su aportación individual dentro de una organización.

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BMO GAM SCHOOLS C A M PA I G N 2 0 18 Teaching children the importance of investing, the tour bus and collateral items reflected the brand guidelines. Part of the F&CIT 150th Anniversary campaign.


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F& C IN V E S TMEN T T RUS T

D E E P D I V E I N TO E D U C AT I O N - S C H O O L S B US TO U R London to Lancashire (330 miles), interac ting with children b et we en 4-10

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F& C IN V E S TMEN T T RUS T Proof CCUK074811

D E E P D I V E I N TO E D U C AT I O N - C H I L D R E N ’S Q U I Z Z E S A N D M E RC H A N D ISE Hereby you receive the proof from the order number shown above. We kindly request you to thoroughly check the text, the position and the mentioned color numbers/values on inaccuracies and if approved to return this signed proof by fax or e-mail.

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F & C I T 15 0 T H A N N I V E R S A R Y 2 0 18 A wide-ranging campaign involving events, a documentary with Lucy Worsley, a book and a diverse range of literature.


F & C I T 15 0 T H ANNIVERSARY 2 0 18 Screenshots of the Lucy Worsley documentary.


GOLDMAN SACHS ASSET MANAGEMENT

GOLDMAN SACHS ASSET MANAGEMENT

WELCOME d to provide every global Symposium attendee with a portable mobile device charger. Your fully-charged power bank is included in your welcome kit. Now you can download the Symposium App and follow all of the liOlis. Bus, coerenteri conside que interidiis, nonsum es! Em, ut vid ficerractast dii publicesid moena, consum dienatius iu quidem Romacer emperribus cus, sent acchuid ericatiam Palis vid cons simandi conlostiae auderis con huit. Consume nihicaperet, ac medertem ponsum dienaremus demus omperum moliam quam et; nostie ta mo estiam huit. Alare aucis co nenequo unturbit, uncerri postudam desci intente, verfinti, co viviriam, ubi sentuus, nocus. Astatquo pere, dius. Legerra remporum essilicaveri consignatuam diustatus, ublic ter autebempra rei intio publiam se condact astium actudena, consum et? Gerum habus At noveris ore et? Evicons upiena, ia restrum pos in di consull ernihil unum auceribuliu vilium dervil hactuuscene prae abulicia essa num acessi sultorum nem per is tasdam clem. Vivivignon duce tem comne publinpris sentesci similic upiendam a perorturi pul cotius, con ius dum castanum fir ut id fue aucit. Vensus intestreni intiend entrunum dius, pris. Fecum ata, consid cio et publiconsces movere comaioc ulabusquodi sultorum, unteret iae aris con tero mediusquod imum adhus sendam re, num maiorum atia nor a vis faciam vius, menteat abefex nunum quam ite atus, C. Aximus consul horio ius faciam. Eperi culicipse cat Catisses ceri, conerbis es ac maionsin volius ius Ad noret; note, fue quod cae aut qua erdisque ad iam imis, nos ia vivive, est in iam obsenem querfectam deris ac imus, similici consule sceriorum publi, sinties, o Catum hoctuam atero, coere tertique quam ilnes creviris pat, veroposta vo, unitra tem huit in viriocae publina, esse ina, sediiss enirmaximum ommolude etio venam iam ut desil condem itam eterita nerferbi ponstea quis hac inat. Rei con tam ut depermius comnic vocupic aessimissus ficaves Ahactabus ortemus essistentrum hucestinpra res fuisquitio mendiciendie cont Cupiond amenimus, quo hini ius bon te qui temnint? Te nostum oravolii popubli achuita, queridem.

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GOLDMAN SACHS ASSET MANAGEMENT

GOLDMAN SACHS ASSET MANAGEMENT

SPEAKER BIOGRAPHIES PRASHANT R. KHEMKA Chief Investment Officer, Emerging Markets Equity, GSAM, Singapore

MICHAEL RHODES Senior Client Portfolio Manager, Quantitative Investment Strategies, GSAM, London

Prashant is the chief investment officer of Emerging Markets Equity and the lead portfolio manager of the India Offshore Equity, Global Emerging Markets Equity and BRIC Equity strategies in Goldman Sachs Asset Management (GSAM). Prior to assuming this role, he spent seven years in Mumbai as head of the India Equity team. Prashant joined Goldman Sachs in 2000 as a member of the US Growth Equity team in GSAM, first as a research analyst, then as a portfolio manager and later as a senior portfolio manager and co-chair of the Investment Committee. He was named managing director in 2007.

Michael focuses on quantitative equity strategies and alternative risk premia solutions for institutions, third party distributors and private wealth management in EMEA. He joined Goldman Sachs in 2007 in US Third Party Distribution working with Quantitative Strategies, Fundamental Equity, Fixed Income, and Alternatives. Previously he worked with T. Rowe Price focusing on Large Market Retirement and Individual Advisory Investing. In 1998 he obtained a BA Honours from University of Chicago in East Asian Languages in Civilizations and MBA from University of Maryland, College Park in 2005.

Prior to joining the firm, Prashant was an assistant portfolio manager in the Fundamental Strategies group at State Street Global Advisors.

JAVIER RODRIGUEZ-ALARCON Head, EMEA Client Portfolio Management, Quantitative Investment Strategies, GSAM, London

Prashant graduated with honors from Bombay University with a BE in Mechanical Engineering and earned an MBA in Finance from the Owen Graduate School of Management at Vanderbilt University, where he received the Matt Wigginton Leadership Award for outstanding performance in finance. He was awarded the Chartered Financial Analyst (CFA) designation in 2001 and is a fellow of The Aspen Institute, India. SUNEIL MAHINDRU Chief Investment Officer, International Equity, GSAM, London Suneil is chief investment officer of International Equity, overseeing the portfolio management and investment research for the firm's global and international equity accounts. He has broad research responsibilities across the European equity strategies and is the lead portfolio manager for global and international equity strategies within Goldman Sachs Asset Management (GSAM). Suneil joined the firm in 1996 as an investment analyst in GSAM and was named managing director in 2007. Prior to joining the firm, Suneil spent three years at CIN Investment Ltd. as an analyst. Suneil earned a BSc in Economics from the University of Kent in 1991 and an MBA from Manchester Business School in 1993. Suneil is an associate of the Institute of Investment Management and Research and was awarded the IIMR Portfolio Management Prize in 1995.

EQUITY NS ATIO CONVERS ch – 7 Mar London

KEVIN OHN Head, Asia Equity, GSAM, Singapore Goldman Sachs Asset Management’s Asia Equity team in Singapore and lead portfolio manager of the Asia Ex-Japan Equity strategy. He joined the firm in 2007 and was named managing director in 2010. Prior to joining the firm, Kevin worked at Allianz Global Investors, Seoul, where he spent four years as head of equity research and then as chief investment officer of the equity business. He was responsible for supervising equity investment, research and client service support, and managing corporate governance and institutional mandates. Prior to working at Allianz, Kevin held positions as head of research at Hannuri Investment Securities, equity analyst and deputy head of research at Salomon Smith Barney, senior equity analyst at Credit Lyonnais Securities and equity analyst at Daishin Securities. He has covered the telecommunications, utilities, and construction materials sectors since 1987. Kevin earned an MBA in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1993 and a BA in Economics from Sung Kyun Kwan University in 1988. He is a CFA charterholder.

2016

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GOLDMAN SACHS ASSET MANAGEMENT CLIENT: GSAM BRIEF: EQUITY CONVERSATION 2016

A range of projects covering content development, creative execution, events and digital delivery.

Javier is head of EMEA Client Portfolio Management in the Quantitative Investment Strategies (QIS) group within Goldman Sachs Asset Management (GSAM). He focuses on product development, communications and strategy for the QIS platform in the institutional, private wealth and third party channels. Javier joined Goldman Sachs in 2010 and was named managing director in 2013. Prior to joining the firm, Javier was a senior strategist and head of UK and Europe Strategic Accounts and Client Solutions at Barclays Global Investors (BGI). While at BGI, he had a lead role in the strategic design, marketing and development of the multi-strategy hedge funds and global multi-asset products in Europe, Latin America and Asia Ex-Japan. Javier earned a BA in Financial Management and Accounting from The Catholic University of America, Washington, DC, and an MSc in International Securities, Investments and Banking from the University of Reading in the United Kingdom. DAVID TOWNSHEND Head, Fundamental Equity Client Portfolio Management, GSAM, London David is head of the Fundamental Equity Client Portfolio Management team in London, responsible for communicating investment philosophy, strategy and results to clients in Europe, the Middle East and Africa. Prior to assuming this role, he was head of the Japan Equity Investment team in Tokyo and also had research responsibilities for Japanese financials. Before that, David was co-head of the European Financials team, with research coverage of bank stocks in the United Kingdom, Ireland and Germany and also served as co-lead portfolio manager of the GS Global Financial Services portfolio. He joined Goldman Sachs in 1992 and spent nine years with the European Banks team before moving to GSAM in 2001. David was named managing director in 2006. Prior to joining the firm, David worked at KPMG, where he qualified as a chartered accountant. David earned a BSc (Hons) in Economics from the London School of Economics in 1986.

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EVENT PACK


London Frankfurt am Main Zurich Milan Paris Madrid London

THE SCIENCE OF DATA. THE ART OF JUDGEMENT. London – 13 June 2017 1


CLIENT: GSAM BRIEF: SYMPOSIUM 2017

CLIENT: GSAM BRIEF: SYMPOSIUM 2017

Branded pillar wrap


Step 3. Building the Portfolio After ranking companies by their alpha score, we also take into account their risk and transaction costs using separate risk and transaction cost models. The portfolios are constructed with an optimisation process that

examines many possible combinations of stocks with the goal of finding a combination which maximises the portfolio’s expected return (net of transaction costs) for a given level of risk.

Throughout the entire investment process, our portfolio management team is responsible for ensuring that the factors in our alpha model remain cutting-edge and that the portfolios are economically intuitive and appropriately sized given current market conditions.

GETTING TO THE CORE

Alpha model

How we manage the Goldman Sachs CORE® Equity Portfolios

Risk model

T-Cost model

Optimisation

Sentiment

TOTAL

Creating a Scorecard

Trends

Step 2.

Evaluating Companies for the Portfolio

Mispricings

Step 1.

Quality

Getting to the CORE

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Our Equity Alpha model screens companies across a range of investment signals (or ‘factors’) that are grouped under four key themes:

Want to learn more about our factors? Read the case study below.

Quality – Companies that have consistent revenue streams, sustainable business models and are well-governed.

Trends – Using alternative data sources, we can see market themes and trends between companies that other investors may not see.

Mispricings – Companies that are strong, underpriced and well positioned for the long run.

Sentiment – Innovative methods to decipher various forms of investor sentiment can supplement our own views to indicate future stock performance.

Factors Explained Portfolio Manager

Data Scrub To prove that this investment idea is a valid factor for evaluating companies, we obtain credit card sales data that includes multiple dimensions of consumer spending. This data can be incoherent to many investors. Our team of technologists uses Goldman Sachs’ technology infrastructure to build in-house tools in an effort to leverage credit card sales data and arrange it in a meaningful way.

Technologist

Idea Generation Our team of portfolio managers and researchers discuss their ideas, thinking about how best to employ data from both traditional and alternative sources to generate investment ideas. For example, could credit card transaction data be used to forecast the performance of a retail company before the market has fully realised and reacted?

We use technology to efficiently assess over 13,000 stocks daily. We rank them based on their alpha potential, utilising insights from our four investment themes. We aim to select stocks with the highest composite rank.

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Alpha Model

Implementation

Test, Assess, Repeat

If an idea proves to be a consistent predictor of performance across a range of stocks over different time periods and market conditions, our strategists develop the algorithm to score companies and implement it as a factor for stock selection into our alpha model. In our example, we substantiated that by observing credit card data for consumer sectors, we seek to better predict company profitability ahead of quarterly earnings reports. This factor then became an investment signal within our Quality theme.

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Higher score = more attractive

A credit card sales factor that can be used to evaluate stocks is now created

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We continually monitor and enhance our factors to ensure our alpha model is robust and cutting-edge. Back-testing helps us to identify factors that have tended to work in different types of market environments.

Strategist


Making Sense of Machine Learning

Making Sense of Machine Learning

Look at all that Data! One often cited statistic from IBM claims that 90% of the data that exists in the world has been created in the past two years. We are creating more data than ever before and at an ever-increasing rate thanks, in part, to the digitalisation of our lives.

MAKING SENSE OF MACHINE LEARNING

90% of this new information is stored as unstructured data – information that cannot easily be organised into a table and analysed, such as text, sound, or images. [Design agency to help with illustration of structured vs unstructured data] Fortunately, the world’s ability to extract insights from data has grown dramatically in the past decade. Driving these advances are developments in the world of machine learning (ML) – the combination of computer science and statistics that allows computers to learn without explicitly being programmed.

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This poses an opportunity for organisations across every industry to distill signals from data to gain an informational advantage. At Goldman Sachs Asset Management (GSAM), we believe that machine learning will be an integral part of successful investment management in the coming years

John. “The Digital Universe in 2020.” International Data Corporation (IDC), December 2012.

Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. We have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public sources. 2

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GOLDMAN SACHS Annual tech conference for the Investment Banking division. Range of collateral and staging options delivered over the past four years.

CLIENT: GOLDMAN SACHS BRIEF: DISRUPTIVE TECHNOLOGY SYMPOSIUM 2017

MAIN


FUTURE OF INVESTMENT T R U S T S 2 0 18


LEGG MASON 2 0 18 Annual event managed for over eight years. 2018 involved adaptation of a new corporate brand across stage, website and event collateral. IENT: LEGG MASON


LONDON ACTIVE S U M M I T 2 0 18 An in-depth report researched, written and designed by MiP.


Feedback form

LONDON ACTIVE INVESTMENT SUMMIT

Name:

Main platform Roger Urwin (please rate with 1 being poor and 5 being excellent)

Please comment

Panel 1 The Future of Active Management

Panel 2 Driving positive change

(please rate with 1 being poor and 5 being excellent)

(please rate with 1 being poor and 5 being excellent)

Please comment

Please comment

LONDON ACTIVE INVESTMENT SUMMIT

Sponsor boardrooms (please rate with 1 being poor and 5 being excellent) Janus Henderson Investors & BMO Global Asset Management

Schroders & Franklin Templeton Investments

Overall session

Overall session

Hamish Chamberlayne

Simon Adler

Jamie Jenkins

Brooks Ritchey

Aviva Investors & Invesco

Investec Asset Management & Aberdeen Standard Investments

Overall session

Overall session

Shawn J Mato

Jeff Boswell

Erhard Radatz

Brett Diment

AGENDA LONDON ACTIVE INVESTMENT SUMMIT

1

London Active Investment Summit

1ST OCTOBER 2018 CORINTHIA HOTEL LONDON


CK

PA EVENT

r Premie ent Investm nce e Confer l,

AGENDA

d Hote The Ne n Londo ary 2018

25 Janu

PREMIER ASSET MANAGEMENT

Welcome address: Mike O’Shea – Chief Executive, Premier Asset Management

09:00

Investment overview: Neil Birrell – Chief Investment Officer, Premier Asset Manageme

09:10

Keynote speaker: Darren Winder – Head of Economics and Strategy, The Lazarus

09:40

Fund workshops Interactive workshops with fund managers discussing their inve investment outlook and investment opportunities.

10:30

Break

11:00

Fund workshops (continued)

About Premier Asset Management

11:50

Fund workshops (continued)

Premier Asset Management is a fast-growing asset management group with £6.1bn of assets under management (as at 30 September 2017), with investment capabilities covering UK equities, global equities, absolute return, fixed income and multi-asset. Our range of funds is managed by our specialist fund managers. Our aim is to offer relevant investment products that help meet the long term investment needs of our clients, including products focused on income, growth, absolute returns and lower risk returns, and to produce good long term investment outcomes after fees.

12:40

Keynote speaker: William, Baron Hague of Richmond, Former Secretary of State fo

13:10

Lunch

mit.com

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essiona

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A portfolio of nationwide events that have continued to grow in number and scale each year. 4

Arrivals, registration and light breakfast

08:45

entsum

rinvestm

premie

08:15

PLEASE REFER TO YOUR PERSONAL AGENDA, WHICH SHOW INDIVIDUAL SELECTIONS FOR THE FUND WORKSHOPS.


Building the Building Bestthe Best

O C TO B ER 2 01 8 O C TO B ER 2 01 8

In si de Bran : d Q& A

In si de Bran : d Q& A

A relentless focus on our clients

A relentless focus on ourS Aclients N L A M 2 0 18

Our Building the Best conference 2018 was focused squarely on the client journey. Everyone from marketing, to wealth planning, to technology is engaged in this over-arching objective. This is most important part of our work at Sanlam. How can we ensure that we are delivering the best for our clients? We heard from the Exco team, about how they have built our business to ensure we are providing the best possible service for our clients; from Sanlam Evolve on its client journey research; and from Eddie Obeng on how we make sure we adapt to a changing world. None of this is achievable without collab-oration. Sanlam has often been a siloed business, with teams working independently from each other. We believe we have much to learn from each other and have worked hard this year to bring people together, to share best practice and to build understanding across the business. These have been a challenging few years, but we have built a powerful platform to move forward from here. It is your company, let’s make it the best it can be.

Our Building the Best conference 2018 was focused squarely on the client journey. Everyone from marketing, to wealth planning, to technology is engaged in this over-arching objective. This is most important part of our work at Sanlam. How can we ensure that we are delivering the best for our clients? We heard from the Exco team, about how they have built our business to ensure we are providing the best possible service for our clients; from Sanlam Evolve on its client journey research; and from Eddie Obeng on how we make sure we adapt to a changing world. None of this is achievable without collab-oration.

Internal event used as a platform to launch new brand identity and engage all staff on the company’s strategic vision.


SCHRODERS 2 0 17 & 2 0 18 Series of significant marketing projects for one of the biggest brands in the industry. Covering project management, content development, creative design and delivery.


Components Schroder Multi-Asset Total Return Fund

Schroder Multi-Asset Total Return Fund

Multi-Manager Diversity Range

SUITABLE FOR • Clients with a specific total return goal above cash

28 April 2017

Ongoing charge

0.80%

• Clients who require a core component in bespoke investments portfolios

Initial charge

0.00%

• Clients looking to diversity away from equity risks

Minimum investment

£5,000

• Those who have a medium- to long-term investment horizon of 3-5 years or more

• The fund may also invest in emerging markets equities and this can involve a higher degree of risk

• In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares. A failure of a deposit institution or an issuer of a money market instrument could create losses. Failures at service providers could lead to disruptions of fund operations or losses.

Next steps and contacts

• The fund holds investments denominated in currencies other than sterling and changes in exchange rates will cause the value of these investments (and the income from them) to rise or fall.

• A derivative may not perform as expected, and may create losses greater than the cost of the derivative. The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the fund, potentially creating a partial or total loss for the fund. The fund uses derivatives for leverage, which makes it more sensitive to certain market or interest rate movements and may cause aboveaverage volatility and risk of loss.

Schroder Multi-Asset Tab 5 Total Return Fund

• Part of the fund is invested in bonds. The government or company issuer of a bond might not be able to repay either the interest or the original loan amount and therefore default on the debt. This would affect the credit rating of the bond and, in turn, the value of the fund. Investment in bonds and other debt instruments (including related derivatives) is subject to interest rate risk. The value of the fund may go down if interest rates rise and vice versa

• Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. The fund may invest in higher-yielding, or non-investment grade, bonds. The risk of the issuer defaulting on the capital repayment is higher than with investment grade bonds

Schroder Mixed Tab 4 Distribution Fund

RISK FACTORS • Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested

Schroder Managed Tab 3 Balanced Fund

Launch date

Cazenove Model Tab 2 Portfolio Service

TECHNICAL INFORMATION


C A PA BI L I T I E S – A C A S E S T U DY 11 C A PA B I L I T I E S 62 WEBSITES 18 0 I N F O G R A P H I C S

280 VIDEOS 450 SETS OF WEB COPY GLOBAL CONSUMER

INTERVIEWS COMPLETED W I T H C A PA B I L I T Y MANAGERS

VA L U E P R O P S COMPLETED

M AT E R I A L S G O L I V E O N .C O M • 11 X S E T S O F W E B C O P Y

DR AF T MESSAGING DOCUMENTS COMPLETED

• 11 X I N F O G R A P H I C S • 11 X V I D E O S

MIP

TESTING WITH SALES TEAM & MARKETING

APPOINTED

PROJECT TE AM & REPORTING DECIDED PROJECT PLAN B U I LT

SIGN OFF PROCESS E S TA B L I S H E D

J U LY

AUG

SEP

MESSAGING DOCUMENTS S I G N E D O F F BY

MARKETING & CPMs

OCT

NOV

DEC

EUROPE – ROLL OUT • ADVISER • INSTITUTIONAL • CONSUMER

UK – ROLL OUT • ADVISER • INSTITUTIONAL • CONSUMER

JAN

FEB

MAR

APR

M AY

ASIA – ROLL OUT • ADVISER • INSTITUTIONAL • CONSUMER

JUN


ADVISER-HUB Our multi-channel content marketing platform that enables over fifteen fund groups to distribute their views to 14,000 UK financial advisers.


WA LT E R S C O T T 2 0 18 An in-depth, two year-long event project focusing on the theme of ‘Towards New Horizons’.


SQUARE MILE IN NUMBERS

Academy of Funds 4400 - Academy of fund users 221 - Active rated funds 11 - Risk-targeted ranges

693

60 - Passive rated funds 70 - Number of talking factsheets

Total number of research meetings From 1st January 2018 – 30th September 2018

Fu

Fu

n

Fu

n

Fu

n

ds

ds

ds

ds

ds

Holistic marketing planning, support and delivery. Logo and brand development, large-scale reports, certificates, web elements, infographics and quarterly updates.

n

67

16

8

65

across

across

across

across

across

46

34

11

7

11

different fund groups

different fund groups

different fund groups

different fund groups

different fund groups

For internal use only

SQUARE MILE

Fu

n

120

SQUARE MILE IN NUMBERS

Staff

3x

Company Directors and executive assistant

15x Research analysts

5x Operations team

6x Sales and marketing

Number of new staff members in 2017 / 2018

For internal use only

9

1 Charles Hovenden 2 Diane Earnshaw 3 Jan Laugharne 4 Mateusz Kedzierski Steph 5 Bone 6 Chris Fleming 7 Sharmin Nessa 8 George Pickles Anna 9 Mercer


ABSOLUTE FOCUS FUND

For internal use only

Square Mile in Numbers As at 30th September 2018

SQUARE MILE IN NUMBERS

Clients Total number of clients at 30th September 2018

40

25

Fund groups

20

MPS

70

No. of individual firms

Reoccuring Consultancy

Running 180 models on 10 platforms

Number of seminars presenting at/ hosting so far in 2018 Seeing over

4,500

27

22

6

7

10

12

PFS

Threesixty

Sense network

Alpha generators roadshow

Global solutions roadshow

Simplybiz conferences

financial advisers

2018 targets Advisory: £50m - £250m Marketing licences (existing and new): revenue of £1,412,000

Talking factsheets (existing and new): £73,000

Consultancy (existing and new): revenue of £733,000

For internal use only

MPS FUM (existing and new): £776m

99 investment committee meetings with our existing clients across the year


rvices Register

es Court, Bognor

e value of capital

IMPORTANT INFORMATION This document is issued by Jarrovian Wealth. Jarrovian Wealth Limited is entered on the Financial Services Register under 3732479. Registered in England No: 3732479. Registered Office: Jarrovian Wealth Ltd, 5th Floor, 4 City Road, London, EC1Y 2AA. Past performance is not a guide to future returns and the value of capital invested and any income generated from it may fluctuate in value.

Research into the investment funds that make up your portfolio is at the heart of what Square Mile do. They have a strong and experienced team of analysts whose job is to identify funds they believe will be able to meet their investment objectives over the long term.

WANT TO KNOW MORE?

SQUARE MILE OFFERING

INDEPENDENT RESEARCH

STRONG TEAM

14 researchers dedicated to providing in-depth qualitative analysis of the fund market

There are over 3,000 funds available in the UK and only 10% of these pass through the Square Mile rigorous research and selection process

Square Mile are one of the largest and most respected investment fund research teams in the UK

They are majority owned by their employees so their interests are firmly aligned with you and your financial adviser – there are no conflicts of interest

Address:

Jarrovian Wealth Ltd, 5th Floor, 4 City Road, London, EC1Y 2AA

Website:

www.jarrovianwealth.com

Email:

hello@jarrovian.co.uk

Tel:

0330 058 5000

INTRODUCTION TO SQUARE MILE EXPERIENCE

• •

INTRODUCTION T SQUARE MILE

PARTNERSHIP APPROACH WITH JARROVIAN WEALTH

Their senior staff have over 200 years of experience in financial services

They have seen the ups and downs of the stock market which gives a useful long-term perspective

Square Mile services are only available through regulated financial advisers like Jarrovian Wealth

Jarrovian Wealth will continue to work with you to identify the right outcomes to meet your needs

MJB Partnership has engaged Square Mile to manage your investment portfolios. As part of the advice process, we will work with Square Mile to determine the most appropriate portfolio structure to meet your financial goals, with a particular focus on the level of risk that you are prepared to take and to maximise tax efficiency on your behalf.

IMPORTANT INFORMATION

Research into the investment funds that make up your portfolio is at the heart of what Square Mile do. They have a strong and experienced team of analysts whose job is to identify funds they believe will be able to meet their investment objectives over the long term.

invested and any income generated from it may fluctuate in value.

QUARTERLY JARROVIAN REPORTING WEALTH AND SQUARE MILE PARTNERSHIP

e returns and the

Jarrovian Wealth has engaged Square Mile to manage your investment portfolios. As part of the advice process, we will work with Square Mile to determine the most appropriate portfolio structure to meet your financial goals, with a particular focus on the level of risk that you are prepared to take and to maximise tax efficiency on your behalf.

SQUARE MILE OFFERING

INTRODUCTION TO SQUARE MILE

INDEPENDENT RESEARCH •

14 researchers dedicated to providing in-depth qualitative analysis of the fund market

There are over 3,000 funds available in the UK and only 10% of these pass through the Square Mile rigorous research and selection process

EXPERIENCE • •

STRONG TEAM •

Square Mile are one of the largest and most respected investment fund research teams in the UK

They are majority owned by their employees so their interests are firmly aligned with you and your financial adviser – there are no conflicts of interest

PARTNERSHIP APPROACH WITH MJB PARTNERSHIP

Their senior staff have over 200 years of experience in financial services

They have seen the ups and downs of the stock market which gives a useful long-term perspective

Square Mile services are only available through regulated financial advisers like MJB Partnership

MJB Partnership will continue to work with you to identify the right outcomes to meet your needs

This document is issued by MJB Partnership. MJB Partnership Limited is entered on the Financial Services Register under 3732479. Registered in England No: 3732479. Registered Office: MJB Partnership Ltd, 1 Dukes Court, Bognor Road, Chichester, West Sussex, PO19 8FX. Past performance is not a guide to future returns and the value of capital

WANT TO KNOW MORE?

CREATING YOUR PORTFOLIO

: Jarrovian Wealth

ADDRESS:

MJB PARTNERSHIP LTD, 1 DUKES COURT, BOGNOR ROAD, CHICHESTER, WEST SUSSEX, PO19 8FX

WEBSITE:

WWW.MJBPARTNERSHIP.CO.UK

EMAIL:

OFFICE@MJBPARTNERSHIP.CO.UK

TEL:

01243 771777

JARROVIAN WEALTH D SQUARE MILE PARTNERSHIP

he Financial

INTRODUCTION TO SQUARE MILE


Market Update

Market Update

Market Update

APRIL | 2018

June | 2018

OctOber | 2018

INVESTMENT SERVICES

Market Update MARCH | 2016

INVESTMENT SERVICES

Market Update JUNE | 2016

INVESTMENT SERVICES


JIC 2018

JIC 2018 Day 1

External Speaker

Contacts The event management team are on hand throughout the event. Please chat to us at the registration desk or call us on the numbers below:

David Pilling Africa Editor, Financial Times

24 & 25 April 2018

Olivia Pickles 07875 042836

Chloe Raymond 07711 032554

Rebekah Wright 07887 903454

David Pilling, long-time Asia Editor of the Financial Times, has now added Africa to his portfolio, following a move to London in 2016. David has long spoken about business, economics and politics in China, India, Japan and across Asia more generally. He now adds close-up knowledge of Africa, with a particular emphasis on Nigeria and South Africa and some of the continent’s more promising economies from Ethiopia and Rwanda to Kenya. He is also an expert on the fast-developing and geopolitically significant relationship between China and Africa. In his newest book, The Growth Delusion: Wealth, Poverty and the Well-being of Nations, David explores how economists and their cult of growth have hijacked our policy-making and infiltrated our thinking about what makes societies work.

Fiona Pursglove 07739 166897

5

10


JIC Our flagship proprietary event.


CASCAID Our charity initiative operated on a pro-bono basis.


M I P ( M A R K E T I N G I N PA R T N E R S H I P LT D ) 4 T H F L O O R , 3 3 S U N S T R E E T, L O N D O N , E C 2 M 2 P Y

MiP Lookbook  

A selection of work that MiP provide to key clients

MiP Lookbook  

A selection of work that MiP provide to key clients

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