build your brand

Download Build your brand

Post on 25-Feb-2016

34 views

Category:

Documents

1 download

Embed Size (px)

DESCRIPTION

Build your brand. Essential strategies for uncovering your true value. FOR INVESTMENT PROFESSIONAL USE ONLY. ADVISOR EDUCATION. Natixis Global Asset Management, S.A Asset management holding company. Over $706 billion in assets under management as of 12/31/11 - PowerPoint PPT Presentation

TRANSCRIPT

Slide 1

Build your brandEssential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLYADVISOR EDUCATION#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY1Good afternoon/morning, as many of you know, Im ______________, with Natixis Global Asset Management (Natixis).* Todays topic, Build Your Brand, is very popular not only in the advisor community, but in many industries where closing and maintaining important pieces of business are becoming more and more challenging. From todays session, youll discover that a strong personal brand is one of the best ways to increase your sales effectiveness and reach your potential. And it is critical in attracting and retaining high-net-worth clients.We had the opportunity to work with Excella, a strategic marketing firm focused on helping clients reach their growth potential in the high-net-worth market. Excella works with the financial community, luxury brands and nonprofits. These are three verticals that are aggressively targeting affluent individuals. Lets begin by talking about why todays workshop is important to you.

*Natixis Global Asset Management consists of Natixis Distributors, L.P., Natixis Asset Management Advisors, L.P., Natixis Global Associates, LLC, Natixis Global Associates S.A., and business development units located across the globe, each of which is an affiliate of Natixis Global Asset Management.

Natixis Global Asset Management, S.AAsset management holding company

Over $706 billion in assets under management as of 12/31/11Among the top 15 largest asset management companies worldwide*Our model allows for independent thinking among our asset managers#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY

Global presence, local insightLondonDubaiBostonBeijingTaipeiTokyoSingaporeStockholmFrankfurtAmsterdamParisLuxembourgGeneva/ZurichMilanSydneySantiagoOakland#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY

Our global capabilities1A division of Natixis Asset Management Advisors, L.P.Alternatives, equity and fixed-income solutions

1

1Natixis Caspian Private Equity#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLYRecognized for top money management talent NGAM Distribution, L.P.1. The Morningstar Manager of the Decade Award (2000-2009) is selected by Morningstar Fund analysts. The award is decided by evaluating the risks managers assumed to achieve investment return taking into account asset size, strength of the manager, strategy, and firms stewardship. There are five nominees for each award: domestic, foreign, and fixed-income.2. Each year Morningstar selects managers who they believe have done right by shareholders, delivered superior long-term returns, and produced strong results for the year. Morningstar looks for good stewards who have developed sound strategies.

David Herro of Harris Associates L.P.1

Multisector Bond Team of Loomis, Sayles & Co.2

#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY1. Cerulli Quantitative Update: Global Markets 2011, based on December 31, 2010 AUM of $713 billion. 2. IPE Survey, Listing of asset managers active in the European marketplace - June 2010, based on total assets under management as of 31 December 2009.

3. Investment & Pensions Europe, "The Top 400 Asset Managers", June 2011 - List of top 120 European institutional managers based on total third-party assets under management for all types of European institutional clients: pension funds, insurance companies, corporates, charities & foundations as of 12/31/2010. 4. Investment & Pensions Europe, "The Top 400 Asset Managers," June 2011 -- List of asset managers with headquarters in Europe on a country basis according to AUM worldwide as of 12/31/10. 5. The award, sponsored by The Journal of Investment Management and investment manager New Frontier Advisor, honors the influence of Mr. Markowitzs work on both theoretical finance and the practice of asset management, according to a news release. Recognized as a global leader

Among 15 largest asset management companies worldwide1Among 15 largest asset management companies in Europe2Ranked #3 among European institutional managers as of June 20113Ranked #3 among asset management companies in France as of June 20114Markowitz Award: For paper, Warning: Physics Envy May Be Hazardous to Your Wealth, Andrew Lo and Mark T. Mueller5

Natixis Global Asset Management, S.A

Investment & Pensions Europe

#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY66Recognized for top money management talent

***The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.**The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.*Loomis Sayles ranked #1 out of 41 eligible companies. Large complexes are defined as fund families with more than $34.5 billion in total net assets. Eligible asset class group awards are given to fund groups with at least five equity, five bond, or three mixed-asset portfolios in the respective asset classes. The lowest average decile rank of the three-year Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results the lower average percentile rank will determine the winner. Asset class group awards will be given to the best large and small groups separately. Small groups will need to have at least three distinct portfolios in one of the asset classes equity, bond, or mixed-asset.

Loomis Sayles Fixed-Income Family*Fixed-Income Fund Family of the Year Loomis Sayles Global Bond Fund, Institutional**Global Income Funds Category Winner for 10-Year PeriodLoomis Sayles Strategic Income Fund, Y***Multi-Sector Income Funds Category Winner for 10-Year Period

#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLYRecognized for top money management talent Harris Associates: Clyde McGregor, Portfolio Mgr.*Excellence in Fund Management Award Oakmark Equity and Income Fund**Mixed-Asset Target Allocation Funds Category Winner for 10-Year PeriodOakmark Fund***Large-Cap Core Category Winner for 3-Year Period

**The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.*Managers had to have served a minimum of five years at a fund that is consistently top-rated by Lippers research analysts. Candidates were evaluated in criteria including risk-adjusted returns, total returns, expenses, and tenure. Evaluations were conducted in February 2011, based on data compiled through the end of 2010. ***The Lipper Fund Awards is part of an annual, global program of events held in 18 countries to reward funds that have delivered consistently strong risk-adjusted performance relative to their peers. The winners were selected using the Lipper Leader rating for Consistent Return for the period ending December 31, 2010. Past performance is no guarantee of future results.

#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLYAlphaSimplex Group *As of December 31, 2011Dr. Andrew Lo Portfolio Manager and Chief Scientific OfficerProfessor of Applied Mathematics, Massachusetts Institute of TechnologyAuthor: A Non-Random Walk Down Wall Street

Expertise: Absolute return strategiesFounded: 1999Headquarters: Cambridge, MAAUM: $3.6 billion*Hedge fund beta replication strategiesManaged futures focus provides liquidity and transparency missing in many so-called alternativesBased on Los Adaptive Market Hypothesis

#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY9Harris Associates*As of December 31, 2011Past performance is no guarantee of future results. The Morningstar Manager of the Decade Award (2000-2009) isselected by Morningstar Fund analysts. The award is decided by evaluating the risks managers assumed to achieve investment return taking into account asset size, strength of the manager, strategy, and firm's stewardship. There are five nominees for each award: domestic, foreign, and fixed income.

David HerroMorningstar International Manager of the Decade, 2010Expertise: Value investments Founded: 1976Headquarters: Chicago, IL AUM: $64.4 billion*Value specialists with experience that spans five decadesReputation for consistency

Bill Nygren

#Build your brand: Essential strategies for uncovering your true valueFOR INVESTMENT PROFESSIONAL USE ONLY10Gateway Investment AdvisersExpertise: Hedged equity strategies Founded:1977Headquarters: Cincinnati, OH AUM: $8.1 billion*Hedged