Introducing Allianz Global Investors

Transcription

1 Introducing Allianz Global Investors August 2014 Understand. Act.

2 Why we re here and how we operate Our Purpose: To help our clients achieve their investment goals. Our Philosophy: Understand. Act. At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. This is as powerful as it is succinct. It describes how we look at the world and how we behave. It signals our belief that with so much information available, the best way to gain an advantage is through understanding. To this, we add a commitment to taking action that capitalizes on potential and drives performance. 2

3 Who we are and how we help our clients Diversified active investment manager with a strong parent Strength and stability are vital in uncertain times. Our solid foundation helps us toward our goal of building long-term relationships with our clients. Global investment and research capabilities To create sustainable outperformance, in-depth market knowledge is essential. Our distinct centres of expertise will help us bring best-in-class investment capabilities and global insights to our clients. Consultative local delivery Understanding clients is key to providing service excellence. The goal of our consultative delivery approach is to offer solutions that truly address our clients unique needs. A culture of risk management Risk is a challenge and an opportunity. We aim to provide our clients with customized risk-management solutions, products and insights covering the risk-reward spectrum. 3

4 Diversified active investment manager with a strong parent Active investment strategies: EUR 373 billion total AuM and EUR 41 billion total AuA 1 AuM by asset class Equity Multi-Asset Money Market and Alternatives Fixed Income 76 bn (20%) 11 bn (3%) 156 bn (42%) 130 bn (35%) AuM by region Europe: EUR 274 bn (74%) US: EUR 72 bn (19%) Asia-Pacific: EUR 27 bn (7%) AuM by clients Institutional 2 : EUR 255 bn (68%) Retail: EUR 118 bn (32%) The world s largest insurer 3 Financially stable 4 Over 120 years experience in managing risk Over 83 million clients in more than 70 countries 5 Our commitment is to be a reliable partner for our clients in an uncertain world 1 Assets under Advice and Assets under Management as at 30 June Includes Institutional share classes of mutual funds. 3 "Forbes Global 2000: The World's Biggest Public Companies, Forbes, July 2014, based on sales and market value ,8 bn in revenue and solvency ratio of 182% in As at 31 December

5 Our global capabilities Active investment strategies 1 Equities Fixed Income Alternatives Multi Asset Solutions Value Global, US, Emerging Markets Core Global, US, Europe, Asia, Emerging Markets Growth Global, US, Europe, Asia Systematic Emerging Markets, Managed Volatility, Global Best Styles Sector and Specialty Technology, Industrials, Sustainable and Responsible Investing, Small Cap High Yield US, Europe Convertible US, Europe Credit US, Europe, Asia Aggregate Europe, Asia Advanced Fixed Income Global, Europe Emerging Market Debt Global Options Strategies Commodities Infrastructure Volatility Global Macro Long/ Short Equities Global Tactical Asset Allocation Risk Management Overlay Target Date Target Risk Risk Parity Liability Driven Investments Asset-Liability-Management Investment Advisory Strategic Asset Allocation, Lifecycle Risk Management Advisory Portfolio Risk Analytics Pension Advisory & Administration Defined Contribution Plans Fiduciary Management Manager Research & Selection Life Asset Leverage unique global insights Macroeconomic & Global Allocation Research Research Retirement Sustainability Research AllianzGI Investment Forum Global Policy Council Fundamental Equity and Sector Research Fixed Income Research Quantitative Research AllianzGI Center for Behavioral Finance Environmental, Social and Governance Team We focus on distinct areas to help us deliver sustainable outperformance 1 Representative list of investment strategies. Not all strategies are currently available in all markets. Not all Allianz entities operate in all markets. 5

6 Consultative local delivery North America Europe Asia Pacific Total Locations Relationship Managers 116 > > 395 Investment Professionals Global centers of investment expertise Centers of Solutions expertise San Francisco: Technology US Large/ Mid Cap San Diego: Income & Growth Multi Asset US Small Cap Systematic Equity New York: Multi Asset Structured Products Global EM Debt Dallas: Value Equities London: Global EM Equity Global EM Debt Global Equity Global Small Cap UK Equity Infrastructure Debt SRI Paris: European Equity European FI Multi Asset SRI Frankfurt: European FI European Equity Infrastructure Equity Multi Asset Systematic Equity Pensions Munich: Pensions Risk Management Advisory Singapore: Tokyo: Japan Equity Hong Kong: Pan-Asia Equity Investment / client service offices Solution service offices Average portfolio manager tenure of 10+ years Pan-Asia FI Global EM Debt We are committed to understanding and acting to deliver on clients unique needs Note: All numbers as at 30 June Abbreviations: fixed income (FI), sustainable and responsible investing (SRI), emerging markets (EM). 6

7 A culture of risk management Risk management is in our DNA Allianz has experience in managing risk for over 120 years Embedded in the way we manage and monitor investments Risk specific solutions for clients 70+ dedicated specialists averaging 10+ years of risk-management experience Offerings include institutional portfolio analytics, active asset allocation strategies, risk management and overlay strategies, pension solutions, and target-date and target-risk strategies - 33bn 1 in risk managed multi-asset mandates - 33bn 1 of assets in risk management overlay mandates Partnerships with leading universities, supranational organizations (e.g., OECD) and industry associations Insights on risk Thoughtful perspectives on risk management through surveys, whitepapers and periodicals Example: RiskMonitor a survey of 400 institutional investors Our focus is on protecting and enhancing the value of our clients assets 1 Data source: Allianz Global Investors. Data as at 30 June

8 Allianz Global Investors at a glance Diversified active investment manager with a strong parent 373 billion in AuM Supported by the world s largest insurance company 1, in business for 120 years Our commitment is to be a reliable partner for our clients in an uncertain world Global investment and research capabilities 525 investment professionals with average tenure of PMs of 10+ years Centres of investment expertise and a robust research platform We focus on distinct areas to help us deliver sustainable outperformance Consultative local delivery Over 395 client relationship managers 23 locations in 17 countries We are committed to understanding and acting to deliver on clients unique needs A culture of risk management 70+ dedicated, experienced risk specialists Products, services and insights covering the risk-reward spectrum Our focus is on protecting and enhancing the value of our clients assets Data source: Allianz Global Investors. Data as at 30 June "Forbes Global 2000: The World's Biggest Public Companies, Forbes, July 2014, based on sales and market value. 8

9 Disclaimer Investing involves risk. The value of an investment and the income from it will fluctuate and investors may not get back the principal invested. Past performance is not indicative of future performance. This is a marketing communication. It is for informational purposes only. This document does not constitute investment advice or a recommendation to buy, sell or hold any security and shall not be deemed an offer to sell or a solicitation of an offer to buy any security. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer or its affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed and no liability is assumed for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted. This material has not been reviewed by any regulatory authorities. In mainland China, it is used only as supporting material to the offshore investment products offered by commercial banks under the Qualified Domestic Institutional Investors scheme pursuant to applicable rules and regulations. This document is being distributed by the following Allianz Global Investors companies: Allianz Global Investors U.S. LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC); Allianz Global Investors Europe GmbH, an investment company in Germany, authorized by the German Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin); RCM (UK) Ltd., which is authorized and regulated by the Financial Services Authority in the UK; Allianz Global Investors Hong Kong Ltd. and RCM Asia Pacific Ltd., licensed by the Hong Kong Securities and Futures Commission; Allianz Global Investors Singapore Ltd., regulated by the Monetary Authority of Singapore [Company Registration No Z]; and Allianz Global Investors Japan Co., Ltd., registered in Japan as a Financial Instruments Business Operator; Allianz Global Investors Korea Ltd., licensed by the Korea Financial Services Commission; and Allianz Global Investors Taiwan Ltd., licensed by Financial Supervisory Commission in Taiwan. 9

10 Thank You! Understand. Act.