bnp paribas investment partners
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BNP Paribas Investment Partners. The full circle of expertise. December 2008. Your interest at the centre. Global framework: Proximity to our clients worldwide through our local presence Financial resources from BNP Paribas Group Multi-specialist approach: - PowerPoint PPT PresentationTRANSCRIPT
BNP Paribas Investment Partners
The full circle of expertise
December 2008
2
Introducing BNP Paribas Investment Partners
Your interest at the centre
● Global framework:– Proximity to our clients worldwide through our local presence– Financial resources from BNP Paribas Group
● Multi-specialist approach:– Empowering our asset managers with investment autonomy within dedicated business
entities– Combining expert skills in tailor-made solutions
● Partnership philosophy:– Bringing you immediate access to the finest specialised players through a unique
partnership approach– Maintaining your interest, as our most valued partner, at the centre
3
Introducing BNP Paribas Investment Partners
Built on a full circle of expertise
Money
mark
ets
Euro
pean
fixed
inco
me
Equi
ties
Stru
ctur
ed in
vest
men
ts
Asse
t Allo
catio
n
Multi-management
Wealth management
Employee retirement
Funds of hedge funds
Hedge funds
Currency management
Cred
it and
stru
cture
d cre
dit
Private equity
Global fixed income EnvironmentalIndex
ed m
anag
emen
t
& savings schemesCh
ina
Kore
a
Braz
il
Saud
i Arab
ia
Indi
a
Turk
ey
Moro
cco
Arge
ntina
Chile
4
Introducing BNP Paribas Investment Partners
Americas 324
Asia Pacific 553
● Bahrain● Casablanca● Riyadh▲Kuwait
Middle EastAfrica 31
Europe 1519
● BNP Paribas Asset Management● BMCI Gestion● SAIB BNP Paribas Asset Management
● Boston● New York
● Buenos Aires● Santiago● São Paulo▲Montevideo
● FundQuest
● BNP Paribas Asset Management● Fischer Francis Trees & Watts● Fridson Investment Advisors
● BNP Paribas Asset Management
● BNP Paribas Asset Management
The benefits of an international group● Istanbul
● London
● Madrid
● Milan
● Paris
▲Amsterdam▲Budapest▲Frankfort▲Geneva▲Lisbon▲Luxembourg▲Prague▲Vienna▲Zurich
● Chennai
● Hong Kong
● Seoul
● Shanghai
● Singapore
● Tokyo
▲Beijing▲Brunei▲Kuala Lumpur▲Melbourne▲Sydney▲Taipei
Asset Management and Client Servicing Centres
Client Servicing Centres
Number of EmployeesSource: BNP Paribas Asset Management as at September 30, 2008
● SYWG BNP Paribas Asset Management● Fischer Francis Trees and Watts
● BNP Paribas Asset Management● Overlay Asset Management
● Shinhan BNP Paribas AMC
● Sundaram BNP Paribas Asset Management● BancoEstados Administradora General de Fondos
● Antin Infrastructure Partners● BNP Paribas Asset Management● BNP Paribas Épargne & Retraite Entreprises● BNP Paribas Gestion Privée sous Mandat● BNP Paribas Private Equity● Cardif Asset Management● FundQuest● Overlay Asset Management
● BNP Paribas Asset Management
● BNP Paribas Asset Management
● TEB BNP Paribas Asset Management
● BNP Paribas Asset Management● Fauchier Partners● Fischer Francis Trees and Watts● FundQuest● Impax● Overlay Asset Management
● BNP Paribas Asset Management
5
Introducing BNP Paribas Investment Partners
A culture based on shared values
● Consistency of processes:– In order to sustain success, all partners recognise that a consistent approach to the
investment process and client service is key
● Entrepreneurial spirit:– Passion for innovation– Ability to anticipate and react to market developments
● Investment autonomy:– Nurturing talent within dedicated investment teams– Preserving successful business cultures
● Openness:– Constantly on the lookout for new investment tools and market insight– Sharing ideas among the Partners
6
Introducing BNP Paribas Investment Partners
A strong, diversified business
● BNP Paribas Investment Partners: – Assets under management: €305 billion*– International presence: 2,384 professionals worldwide in 33 countries– Financial strength: Part of BNP Paribas Group
Breakdown by asset class** Breakdown by client type**
Source: BNP Paribas Asset Management as at 31 December 2008 * Including assets under advice** Assets under advice excluded
Asset Allocation
21%
Equities15%
Bonds & Convertibles 18%
Alternative & Currency Overlay 7%
Structured Investments
5%Indexed
Investments 3%
Money Market
31%
Third-partyDistribution
17%
Retail & Private Banking
36%
Institutions 47%
7
Introducing BNP Paribas Investment Partners
A large institutional client base
● Assets under management: €173 billion*
Breakdown by client segment** Geographical breakdown**
41%
Insurance Companies11% Pension Funds
18%
Banks & Financials Institutions 28 %
Associations & Foundations 1%
Central banks & Supranationals& Government agencies
15%
Corporates 18%
Employee Savings Plans3%
Asia 11%
Middle East - Africa 7%
France 61%
Others 5%
Europe (ex France) 12%
Americas9 %
Source: BNP Paribas Asset Management as at 31 December 2008* Including assets under advice** Assets under advice excluded
8
Introducing BNP Paribas Investment Partners
Global framework ~ Part of BNP Paribas Group
French Retail Bank
International Retail Banking & Financial
Services
BNL Banca
Commerciale
BNP PARIBAS
Retail Bank Asset Management & Services Corporate and Investment Banking
BNP Paribas Investment Partners
Distribution & Business DevelopmentInvestment Management Support Functions
BNP Paribas Securities Service
BNP Paribas Private Bank
BNP Paribas Real Estate
BNP Paribas Assurance
BNP Paribas Personal Investors
9
Introducing BNP Paribas Investment Partners
Multi-specialist approach ~ Expertise that works for you
● Putting the client first by locating our Client Relationship Managers close to their markets● Ensuring suitable investment solutions through dialogue with product specialists
EQUITY
• Global and Regional Equities
• Equities – market cap and style portfolios
• Emerging Markets
FIXED INCOME
• Global Fixed Income and Credit Management
• European Fixed Income
• Total Return• Money Markets
ALTERNATIVES
• Hedge Funds • Funds of Hedge
Funds• Private Equity• Multi-Strategy• Currency
Management
MULTI-EXPERT SOLUTIONS
• Structured Products• Indexed Products• Asset Allocation• Multi-Management• Wealth
Management
• Retirement & Saving Schemes
BNP Paribas Investment Partners
10
Introducing BNP Paribas Investment Partners
Expa
ndin
g in
vest
men
t opp
ortu
nity
set
& e
xper
tise
Time
1964
BNP and Paribas establish their asset management business
2001
• Overlay AssetManagement (Foreign exchange)
• Fauchier Partners(Funds of hedge funds)
2000BNP and Paribas merge
Multi-Specialist Approach ~ Thinking ahead
1999
Fischer Francis Trees & Watts (Global fixed income)
1998• Shinhan BNP
Paribas AMC(Korea)
• BMCI Gestion (Morocco)
2004
SYWG BNP Paribas Asset Management
(China)
2006
BNP Paribas Private Equity
2005
• FundQuest (Multi-management)
• Exchange Traded Funds (EasyETF)
• Sundaram BNP Paribas Asset Management(India)
• TEB Asset Management(Turkey)
2007
Impax(Environmental markets)
2008 • Fridson Investment Advisors
(US Corporate credit markets)• Antin Infrastructure Partners
(Infrastructure funds)• SAIB BNP Paribas Asset
Management (Saudi Arabia)
• BancoEstado Administradora General de Fondos(Chile)
11
Introducing BNP Paribas Investment Partners
Serving youas a partner
FOLLOW UP
EVALUATION
IMPLEM
ENTATION
AWARENESS
Awareness of specific client needs
Leverage global resources and expertise
PRODUCT SPECIALISTSMULTI-SPECIALISTS
CLIENT SERVICE MANAGERS
Partnership philosophy ~ Promoting excellence
CLIENT RELATIONSHIP MANAGERS
Ability to tailor client reporting and service
Respond to evolving needs
Benefit from investment autonomy and entrepreneurial ownership
Ability to innovate and invest in sustainable competitive advantages
Evaluate and define investment goals
Engage with clients to develop tailored investment solutions
12
Introducing BNP Paribas Investment Partners
Built to help our clients meet their goals:
● Global framework identifies your specific needs and enables you to tap into our pool of knowledge and investment solutions
● Multi-specialist approach empowers our investment partners to focus on producing strong, long-term investment results for you
● Partnership philosophy instils a sense of purpose and commitment to excellence
● Our platform combines the best of both worlds and gives you one convenient point of entry
13
Introducing BNP Paribas Investment Partners
Contact details and disclaimer
Contact details:
● "BNP Paribas Investment Partners" is the global brand name of the BNP Paribas group's asset management services. The individual asset management entities within BNP Paribas Investment Partners are specified herein for information only and do not necessarily carry on business in your jurisdiction. For further information, please contact your locally licensed Investment Partner. This document is being distributed in the UK by BNPP AM UK, regulated by FSA.( to be adapted according to the country & partner).
● The contents of this presentation are based upon sources of information believed to be reliable, but no warranty or declaration, either explicit or implicit, is given as to their accuracy or completeness. This presentation is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
● Historical returns are provided for illustrative purposes only and do not necessarily reflects our expectations for the future. The value of your investments may fluctuate. Results obtained in the past are no guarantee for the future.
● No rights whatsoever are licensed or assigned or shall otherwise pass to persons accessing this information. This presentation may not be copied, without the prior written consent of BNPP IP.
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