portfolio combined v9

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For professional clients / qualified investors only

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U 9 D E J K R X Y Z I U A L P Z X 1 D R

X U J S B Y G I 9 X V U D E C O D I N G

A W K 6 L U J O B D T S C A W X M T H E

X I 7 Z 0 D X T N 4 1 B C M F U T U R E

P I 0 Y G B M K G 0 N C H U W J Q J D 3

DECODING THE FUTUREANSWERS FOR AN INDUSTRY IN RAPID MOTION[Event Name]

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U 9 D E J K R X Y Z I U A L P Z X 1 D R

X U J S B Y G I 9 X V U X S E C T I O N

A W K 6 L U J 3 B D T S C D I V I D E R

X I 7 Z 0 D X T N 4 1 B C M O P T I O N

P I 0 Y G B M K G 0 N C H U W J Q J D 3

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FOR PROFESSIONAL CLIENTS / QUALIFIED INVESTORS ONLY

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[Client]Annual General Meeting[Date]

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Rightmanager

Right for shareholders

Right time

Right strategy

[Client]

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51

4

Funding a comfortable retirement

%

Preserving my wealth26%

Being able to earn or draw an income from savings and investments

24%

1 Aims for long term real capital growth

Aims for lower risk

Diversified income sources

2

3

Top three financial priorities Why a multi-asset approach?

Source: [ ]

Title

5

Reference to asset allocation on this slide is merely for explaining the investment strategy, and should not be construed as investment advice or investment recommendation of those companies.

4-8

Equity Derivative Strategies

UK Equities

Alternatives

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%

Brazilian Bonds

Emerging Markets Equities

6%

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[Title]3rd EDITION

[ ]

[ ]

FOR PROFESSIONAL CLIENTS ONLY - CARS ID: RSM-0104

The British teach their children the value of money and encourage a savings mentality from a young age

Remind their children how much things costs

Give their children regular pocket money

Give their children a piggy bank

Encourage their children to save up for specific goals

(e.g. tablet, games)

Give their children an allowance to

budget from

Open a savings account for their children

12

31%

53%

33%

53%

36%

51%

Introducing the SMART savers and investors

Found across all income bands but on average have a personal income of:

are retired

£34K

19%

describe themselves as active investors

nationally

are working full time

How do they qualify? Who are they?

Take financial planning seriously

Are more confident in their ability to make their own investment decisions

1. They are the topsavers and investorsin their age group

1

2

3 2 3

63%

3

The high cost of living poses the biggest threat to finances, while doubts about the economy persist

9

Main risks to financial future

High living costs

35%

Oil and energy prices

39%

Changes in inflation /

rising prices

50%

State of the economy

32%

Tax increases / tax policies

60%

MARCH 2015

You have a challenging career and a personal life – and [ ] recognizes that both make demands on your time and energy. We are a global organisation and the demanding nature of the work that we do can make workloads unpredictable. There will be periods that are busier than others.

With these facts in mind we have pulled together this information sheet to help you understand what is available to you now and how we propose refining some work practices to help each employee understand what exists already to help them maintain their personal work / life flexibility as well as how within GMC we can take more control and set expectations around every day working practices.

WORK / LIFE FLEXIBILITY A quick link to the resources designed to help you

WHAT RESOURCES ARE ALREADY AVAILABLE TO YOU?

Policies do vary by country and can be explored in detail on the intranet here; but in summary this is what is available to most [ ] employees to help them balance work with the rest of your life.

Flexible working

Varying by country in terms of specific policies (please check the intranet) but flexible working arrangements are possible in terms of hours, time off work and place of work. This could mean working one day a week from home for example, or shifting your hours to start and finish at different times to the core hours of employment. Each request requires an application that the business will review. Varying by country in terms of specific policies most do require a service and application criteria to use the policy. Check your intranet at the above link.

Childcare Vouchers

Your home life is important to us, which is why we offer you a helping hand in taking care of your children by providing you with access to the Childcare Voucher scheme through Care-4. This benefit helps you pay for childcare in a convenient, hassle-free way, taking advantage of Income tax and NIC.

Holiday Buying

We understand how important it is for you to take time away from work, whatever your current needs are. To help, you have the option to buy up to five days of annual holiday each year. This is in place so that you can choose the amount of holiday you need each year. The time is pro-rated and converted to hours for part-timers.

GymFlex

Get fit for less with GymFlex. Through [ ] Flexible Benefits, you can select an annual Gym membership at a wide range of participated clubs straight out of your base salary, saving money on your NIC, effectively reducing your monthly gym fees. However, you will be required to pay the Income tax on this benefit via P11d submission.

The GymFlex network is nationwide, so you should be able to find a participating facility close to your office or home – whichever suits you best.

Family Care

[ ] sponsor six sessions of back-up care each year for all permanent employees. These can be used for Emergency Childcare, School Holiday Cover, Back-up Adult or Eldercare.

To make use of these sessions, you must first register on the Work+Family Space. Please visit www.myfamilycare.co.uk/[ ] to complete the registration details or call the My Family Care team on 0845 676 7690. Bookings can be made 24/7 online or over the phone from 7.30am to 7.00pm, Monday to Friday, and can be made with as little as 2 hours’ notice.

WHAT TECHNOLOGY EXISTS TO HELP YOU ADD MORE FLEXIBILITY TO HOW AND WHERE YOU WORK?

Mobiles

Everyone at [ ] can request for access to [ ] email, contacts, and calendars from a mobile device where they have a justifiable need (it is subject to manager approval). This helps you keep in touch more easily when away from the office or even during a day full of meetings. There is the possibility to choose the mobile device you prefer (called ‘Choose Your Own Device’ or CYOD) as well as the option to access this information on your existing personal mobiles or iPads (‘Bring Your Own Device’ or BYOD) – you can find out more on the intranet.

Remote Access

This provides access to your office desktop, creating a Remote Desktop, from anywhere a browser is available – whether at home or on the road. Available 24/7 so you can work where and when you want to and still have everything available to you as if you were in the office. Find out how to set this up by visiting the intranet.

Laptops

[ ] laptops are available to people who travel frequently but need to connect to the [ ] network using remote access. There’s a policy for more details but in a nutshell, you can either request a new laptop with your manager’s approval or there are ‘Loaner’ laptops available to book out for shorter periods of time. Again, all the information to find out more about laptops is on the intranet.

Multimedia (AV, VC and Web conferencing)

All designed to make it easier to keep in touch will colleagues. You can share your desktop, set up impromptu meetings and have face-to-face conversations over VC. Find out how this could help you reduce travelling and easily keep connected with team members and project groups regardless of where you are.

WHAT IMPROVEMENTS CAN WE MAKE TO HELP EACH OTHER TAKE CONTROL?

We suggest that each team discusses and agrees ‘norms’ that everyone will then agree to abide by. The idea is to establish practices that are appropriate for each team and the way that they work.

Some examples are: Email usage out of hours Does constant checking of emails add to productivity or just add stress? Can we agree:

That no one should be expected to answer emails on the weekend and that if something is urgent andneeds to be taken care of before Monday you will be called?

That if you chose to work on the weekend you set your emails to send on Monday morning rather than onthe weekend?

Meeting etiquette Can we agree:

Always send an agenda / clear meeting objectives in advance of meeting Consider meeting length – 30 minutes if possible Consider the attendees – does everyone need to be there? Keep time zones in mind when scheduling meetings and acknowledge efforts to participate in meetings in

non-business hours Cancel meetings with as much advance notice as possible Start meetings on time

Holiday time Can we agree:

Get as much finished before your break Hand off what cannot wait to others with detailed hand over notes and background (e.g. the documents

are here) Send an alternate to any meetings that are scheduled rather than calling in Have a great break and come back refreshed!

Is there anything else you would like to establish as a departmental ‘norm’?

For proFessional clients and qualiFied investors only

001 Cover titleSubhead

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P O R T F O L I OD E S I G N S

R I S KM A N A G E M E N T R E G U L A T O R Y

I N V E S T M E N TA C T I O N SM A R K E T S

For proFessional clients and qualiFied investors only

001 Cover titleSubhead

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P O R T F O L I OD E S I G N S

R I S KM A N A G E M E N T R E G U L A T O R Y

I N V E S T M E N TA C T I O N SM A R K E T S

8

TIEr 4 – FlYErS

3 Key takeaways

Stocks celebrated the seventh anniversary of the 2009 market bottom by adding to recent gains: However, China remains a lingering threat to the global economy and financial markets

European markets had a mixed reaction to a significant expansion of the European Central Bank's (ECB) stimulus program: By Friday, markets had regrouped and rallied

Chinese stocks continue to struggle on more evidence of economic weakness: But while China is struggling, most of the EM complex is participating in the recent rally

1FOR PROFESSIONAL CLIENTS / QUALIFIED INVESTORS ONLY

Charity quiz benefitting

Question 1

Shaun in the City is an art trail of decorated Shaun the Sheep sculptures currently found in London and coming to which other English city in July and August?

Round Name: Question #

1 Bath

2 Bournemouth

3 Bristol

4 Birmingham

DESKTOP. TABLET.PHONE.

CRM

AUTUMN 2015

from

For details contact:[ ]

[LOGO]

Feedback

Managing Director, Platinum Clients

Senior Managing Director, Retail and iShares

Feedback

You have been brilliant over the years, exceptional. From all in our

team, we wish you the best for the future

Sharon Faulkner

EMEA Investment Trusts

WE DID IT!!! What a fabulous event we pulled off - thank you all for your hard work and dedication

to make this happen.

Rachel, Alex and all of delegates including Larry and Rob are over the moon with how smoothly

everything ran, the quality of the production, the punchiness of the branding etc., etc.

None of this would have been possible without your contribution and I personally cannot thank you

enough!

For those of you that were onsite – I hope get some recovery time.

Wishing you all a wonderful weekend.

Thanks again

Ranee Turner

Head of Events

Hi John,

It has been a real pleasure working with you and you will be sorely missed by our whole team. You

have provided us with invaluable support and I can’t emphasize enough how much you will be missed.

Morna Hobbs

Retail Investment Trusts

portfolio combined v9

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