Success through Partnership Our Offering for Institutional Investors

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1 Success through Partnership Our Offering for Institutional Investors

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3 A Clear Advantage with Credit Suisse 4 Experience and Expertise 7 Personalized Advice and Partnership 8 Range of Services 9 Strategic Investment Consulting 10 Implementing the Investment Strategy 12 Global Custody Solutions 16 Contact 18 To plan and implement complex projects successfully, having the right partner is crucial. As an institutional investor, you have exacting needs, which can be met with the help of a trusted partner and individual solutions.

4 A Clear Advantage with Credit Suisse As an institutional investor, you benefit from a collaborative partnership with your bank. This collaboration gives you the strongest foundation for attaining your long-term objectives. There are good reasons to choose Credit Suisse as your partner: Everything under one roof Whether you require strategic advice, implementation of your investment strategy, or custody of your securities, our modular range of services offers you the flexibility to create customized solutions. Comprehensive expert knowledge You benefit from the long-standing experience of our specialists, who have worked with institutional investors for many years and will be there to help you with their wide-ranging knowledge and extensive skills. A global network with a regional base Your regional managers give you access to the worldwide network of Credit Suisse. Informed global knowledge and consideration for regional issues form the basis for a profitable partnership. Your success is our goal To ensure the long-term success of your investments, we work with you to create solutions focused on your individual needs. 4 Put your trust in a competent partner to make your plans a reality.

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7 Experience and Expertise Established in Switzerland over 150 years ago, today Credit Suisse is one of the leading global financial service providers. Firmly rooted in Switzerland and with a worldwide presence, we are in a position to offer you competent support at a regional level at all times. This allows you to rely on the expertise of an integrated full-service bank. We offer institutional investors a comprehensive range of services, including advisory services and assistance with your investment strategy and how your investments are organized. Furthermore we provide you with comprehensive information relating to markets, solutions, and products. In the field of asset management, we lighten your load with our investment advisory services and investment mandates. Our Global Custody Services support and simplify your work with regard to focused custody of securities and controlling and reporting. As a Credit Suisse client, you have constant access to our global research, analysis, and reports. To make it easier for you to achieve your targets, we provide personalized, on-site advice. 7

8 Personalized Advice and Partnership Your needs as an institutional investor are exacting and varied. As a result, your requirements will depend on your initial situation. We will work with you to create solutions that provide a professional answer to your specific conceptual and strategic questions. Your personal relationship manager will act as your partner in this process, ensuring that you are able to make optimum use of Credit Suisse s comprehensive expertise to create your own customized solution, and bringing in additional specialists where necessary. Your relationship manager will be the central point of contact for all your questions and needs. As a trusted partner, your relationship manager will know you and your specific requirements. 8

9 Range of Services for Institutional Investors Services from our various areas and competence centers can be used as modular building blocks. Your relationship manager will help you to find and implement a solution tailored to your needs. Controlling Conceptual consulting Asset and liability management Custody and administration Reporting Solutions Global Custody Relationship managerclient Strategic Investment Consulting Training mandates Credit Suisse Management Independent Management mandates Mixed Category Consulting Research Collective investments Trading 9

10 Strategic Investment Consulting As a decision-maker, you want to find the right answers to conceptual and strategic questions. You can achieve this by relying on a partner that understands complex financial matters, has an in-depth knowledge of the legal framework, and can bring extensive and detailed asset management expertise, as well as many years of experience, to the table. We will provide conceptual consulting to help you define a framework for targeted and responsible asset management. Investment regulations are the central management tool with which to achieve this. They enable you to monitor the implementation of your investment strategy and provide you with a constant overview, thanks to comprehensive controlling and the resulting reports. Our strategic investment consulting assists you with the precise creation of this complex document, and helps you to clarify the significant risks entailed by its implementation. As a board of trustees or asset manager, defining an investment strategy is one of your central tasks. In order to facilitate targeted and professional preparation, we support you in this task by providing asset and liability analyses. These provide you with an overview of the situation, and help you to match your investment strategy to your objectives. They take into account the foreseeable development of obligations and financial markets, as well as the risk tolerance of the board of trustees. The initial and continued training of board members forms the basis that enables them to meet their management responsibilities. We offer you a wide range of training opportunities. Priority is given to topics in the areas of occupational pensions, financial market theory, and asset and liability management. How you benefit Years of experience provide for comprehensive expertise Targeted training and development of your decision-makers Professional support in defining concepts and investment strategies 10 From the very beginning, we provide comprehensive and competent support for all strategic issues.

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12 Implementing the Investment Strategy You choose to implement your investment strategy with us as a partner. You will be able to shape the collaboration to meet your individual needs: from investment advisory services, execution and processing, to the complete delegation of your portfolio management, all forms of collaboration are possible. Credit Suisse Asset Management By means of a discretionary mandate, you transfer the management of your assets to Credit Suisse and benefit from our specialist expertise and global network. You receive security and your time is freed up for other activities. Our scope for acting is clear at all times. You can rest assured that your money will be managed professionally by specialists, in accordance with your individual investment strategy and risk considerations. We take care of the market analysis, the processing of purchases and sales, and risk control for you. Comprehensive reporting gives you regular and transparent insight into our investment activities. In addition to a wide range of basic mandates, we also offer customized solutions that are in line with your personal investment preferences. Should you decide to restrucure your assets, we will support you in the reallocation process with our transition management service. The assets or parts thereof will be transferred to the new portfolio structure in a targeted, efficient, cost-effective, and risk-aware manner using a structured approach. You will be freed of the time-consuming administrative tasks involved in this process and will receive a final report documenting the processes and transactions. Category mandates Collective investments Mixed mandates (active or passive) Credit Suisse Active Passive Institutional funds Investment Foundation Public funds Money market x x x x Bonds x x x x x Equities x x x x x Real estate x x x x x Private equity x x Commodities x x x x Hedge funds x x x x x How you benefit Maximum workload reduction A professional investment process guarantees performance High standards of quality and solid risk management Transparent reporting 12

13 Independent Management You want to make your own decisions about the implementation of your investment strategy, but still benefit from our expertise. With independent management, our experts are on hand to provide comprehensive investment advisory services, which you can use to increase the efficiency of your processes. Our consulting is tailored to your needs. We provide you with investment proposals for all investment categories and tools, advise you with regard to tactics and timing, and discuss safekeeping with you. When required, we will also analyze your investment process with a focus on the most important factors for successful investment activity (risk/return optimization, costs, and reporting and controlling). Asset Analysis + (AA+) identifies areas for improvement and demonstrates ways in which you can exploit this potential to the full. Information is crucial to success. For your investment decisions, you have constant access to our comprehensive research analysis on markets, investment categories, and trends, as well as our publications. If you are looking for first-hand market information, you can benefit from direct access to our trading specialists. They will create customized solutions for you, in tune with your or our market views. Their expertise will bring you closer to the market, enabling you to react more swiftly to changing situations. For the processing of your orders, we offer state-of-the-art online tools with a direct connection to the global markets, or Best Execution by our specialists. Independent Tactical Portfolio Management Do you want to combine the benefits of third-party management and independent management? With independent tactical portfolio management, you specify the tactics, and we offer you a comprehensive range of indexed investment funds. The modular structure allows you to implement your investment strategy efficiently. And since all funds can be subscribed or redeemed daily, you can make investment decisions in a quick and flexible manner. How you benefit Professional investment advisory services You have the responsibility for implementing your own investment strategy Direct access to Credit Suisse trading Comprehensive research by Credit Suisse Efficient order processing 13

14 Entscheiden Sie sich für den Weg, der Sie schneller an Ihre Ziele bringt: Ob Sie Ihre Anlagestrategie selber umsetzen und dabei von unserer Expertise profitieren wollen. Oder ob wir Sie von dieser Auf - gabe ganz einfach entlasten sollen. You decide how you will get to your goal whether you want to implement your investment strategy yourself, while benefiting from our expertise, or whether we should simply take over this task for you. 14

15 Mit uns haben Sie die richtige Übersicht Basisreporting Das Basisreporting der Credit Suisse erlaubt Ihnen einen ganzheitlichen und detaillierten Überblick über Vermögen und Rendite. Alle Belege und Auszüge können jederzeit online via Direct Net abgerufen werden. Vermögen Alle Ihre bei der Credit Suisse gehaltenen Vermögenswerte werden Ihnen per Stichtag mit den jeweiligen Beständen übersichtlich aufgeführt. Analysen können nach verschiedenen Kriterien vorgenommen werden, z.b. nach: Anlagekategorien Währungen Ländern Branchen Fälligkeiten Schuldnerkategorien Restlaufzeit und Duration von Obligationen Fundunbundling für umfassende Fondspalette ( BVG-Kategorien Gewinn und Verlust Rendite Für alle Ihre Vermögenswerte, die bei der Credit Suisse liegen, werden täglich Vermögens- und Renditeberechnungen erstellt. Die Periodizität des Reportings richtet sich ganz nach Ihren Bedürfnissen. Selbst Positionen mit Forward Pricing (z. B. Fonds) oder Berichtigungen werden berücksichtigt. Folgende optionale Basisanalysen lassen sich erstellen: Renditeübersicht Mittelfluss-Ausweis Rendite auf Positionsebene Renditebeitragsanalyse Transaktionsliste 15

16 Global Custody Solutions Global Custody refers to the custody and administration of all globally bankable securities, financial instruments, and cash and cash equivalents by a global custodian bank the Global Custodian. Credit Suisse s Global Custody Solutions offers you a comprehensive range of services. All bankable assets such as bonds, equities, funds, hedge funds, options, structured products, but also precious metals and liquid assets in various currencies, are collected in a single place. Non-bankable assets such as mortgages, direct real estate investments, derivatives held by third parties, etc., are included as external items in the reporting of total assets. The individual reporting solution gives you a comprehensive and clear overview of your financial position, providing maximum transparency with regard to your assets and enabling effective risk management. As a result, you are ideally equipped to manage your total assets efficiently and successfully. With Global Custody Solutions, you can of course still appoint your preferred asset managers without limitation and they are free to select the brokers for securities trading themselves. Execution Additional services Securities accounting Core services Tax reclaim Basic reporting Liquidity management Contractual settlement Overlay management Private swift Network Additional online solutions Management of the turnover register Direct Net (online banking) Transition management Report consulting Private equity reporting Compliance monitoring Custody and administration Fund solutions Investment reporting Portfolio Net Securities lending For the overall solution to meet your individual requirements, the classic core services can be complemented with additional options. A level-appropriate reporting solution designed in accordance with your needs significantly reduces the volume of your control activities, while providing you with the desired level of transparency. In addition, we will be happy to support you in the automatic monitoring of your investment guidelines and restrictions (compliance monitoring). Or we can take care of your securities accounting for you. Our modular services ensure optimum support for your existing processes, while reducing your workload to the greatest extent possible. How you benefit Comprehensive overview of your financial position and its development Reduction in administrative tasks thanks to simple, streamlined processes High degree of flexibility in the use of your preferred asset manager Our experience enables you to benefit from the insight of other clients 16 Thanks to Global Custody Solutions, you are always up to date with the performance of your assets, enabling you to make informed investment decisions.

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18 We are your partner and would be happy to arrange a consultation with you. Contact us by phone at +41 (0) or visit 18

19 This document was produced for information purposes only and is for the exclusive use of the recipient. The information contained herein is indicative and subject to change at any time. No guarantee is made regarding the reliability or completeness of this document, nor will any liability be accepted for losses that may arise from its use. This document does not constitute an offer, recommendation, or invitation to purchase or sell investment instruments or to execute any other transactions. Investors should be aware that prices may fall as well as rise. For this reason, positive performance in the past is not a guarantee of positive performance in the future. Foreign currency investments are also subject to exchange rate fluctuations. This document may not be distributed in the United States or given to any US persons. The same applies in any other jurisdiction except where compliant with the applicable laws. Copyright 2012 Credit Suisse Group AG and/or its affiliated companies. All rights reserved. CREDIT SUISSE AG Institutional Clients Giesshübelstrasse Zurich, Switzerland Tel. +41 (0) SOLS 2

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