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GIS Presentation

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by

Tom Henry

on 8 July 2016

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Transcript of GIS Presentation

GIS
made up of many individual markets and a diverse array of audiences
Taiwan Separate
US Trust
Japan SICAV
Australia
This complex environment
presents a marketing challenge
Global Large-Cap Equity Strategy
Global Equity Strategy
Global Value Equity Strategy
Global Natural Resources Equity Strategy
Global Infrastructure Equity Strategy
Global Real Assets Equity Strategy
Global Real Estate Equity Strategy
Global Technology Equity Strategy
Global Multi-Sector Bond Strategy
Global Aggregate Bond Strategy
Global Aggregate Core Bond Strategy
Global Absolute Return Bond Strategy
Global Government Bond Strategy
International Bond Strategy
US Large-Cap Growth Equity Strategy
US Large-Cap Core Growth Equity Strategy
US Large-Cap Core Equity Strategy
US Structured Research Equity Strategy
US Large-Cap Equity Income Strategy
US Large-Cap Value Equity Strategy
US Growth Stock Strategy
US Growth & Income Equity Strategy
US Short-Term Bond Strategy
US Core Bond Strategy
US Core Plus Limited Bond Strategy
US Core Plus Bond Strategy
Floating Rate Bank Loan Strategy
High Yield Bond Strategy
US Long Duration Bond Strategy
US Enhanced Aggregate Bond Strategy
US Investment Grade Corporate Bond Strategy
US Dividend Growth Equity Strategy
US Capital Appreciation Strategy
US Value Equity Strategy
US Mid-Cap Growth Equity Strategy
US Mid-Cap Value Equity Strategy
US Small-Cap Growth Equity Strategy
US Small-Cap Core Equity Strategy
US Smaller Companies Equity Strategy
US GNMA Bond Strategy
US Inflation Protected Bond Strategy
US Taxable Money Market Strategy
US Treasury Intermediate-Term Bond Strategy
US Treasury Long-Term Bond Strategy
US Municipal Money Market Strategy
US Small-Cap Value Equity Strategy
US Multi-Cap Growth Equity Strategy
US Real Estate Equity Strategy
Financial Services Equity Strategy
Health Sciences Equity Strategy
Science & Technology Equity Strategy
Media & Telecommunications Equity Strategy
US Equity Index Strategy
US Extended Equity Market Index Strategy
US Municipal Short/Intermediate-Term Bond Strategy
US Municipal Intermediate-Term Bond Strategy
US Municipal Long-Term Bond Strategy
Stable Value Strategy
US Total Market Equity Index Strategy
US Tax-Efficient Large-Cap Growth Equity Strategy
US Tax-Efficient Large-Cap Value Equity Strategy
US Tax-Efficient Smaller Company Growth Equity Strategy
US Tax-Efficient Index Plus Equity Strategy
Europe Equity Strategy
Europe ex-UK Equity Strategy
Europe Smaller Companies Equity Strategy
Europe Structured Research Equity Strategy
Euro Corporate Bond Strategy
Europe High Yield Bond Strategy
Asia ex-Japan Equity Strategy
Australia Equity Strategy
Japan Equity Strategy
Canada Aggregate Bond
Completion Fund
Euro Aggregate Bond
Euro Government Bond
Euro Short-Term Bond
Europe Government Bond
Global Equity (Environmentally Friendly)
Global ex-Australia Equity
Global ex-Japan Bond
Global ex-Japan Equity
Global ex-UK Equity
Global Metals & Mining Equity
Global Short-Term Bond
Health/Biotechnology - Sector – Global Equity
International Bond (Hedged 50% to USD)
International Inflation Protected Bond
Japan Structured Research Equity
Media & Telecommunications – Sector - Global Equity
Natural Resources - Sector – US Equity
Structural Emerging Markets Equity
Europe Equity (Former Growth Strategy)
US Concentrated Large-Cap Value
US Corporate Crossover Bond 
US Government/Credit Bond
US Growth Value Allocation Equity
US Large-Cap Target Value Equity
US LDI Duration Matched Bond
US Mid Small Allocation Equity
US Mid-Cap Core Equity
US Municipal Money Market (Best After Tax)
US Municipal Short-Term Bond
US Quantitative Small-Cap Core Equity
US Quantitative Small-Cap Growth Equity
US Socially Responsible Allocation Equity
US Stable Value Core A or Better Bond
US Stable Value Short-Term Bond
US Structured Active Large-Cap Value Equity
US Structured Active Mid-Cap Growth Equity
US Structured Active Small-Cap Growth Equity
US Taxable Large-Cap Value Equity
US Tax-Efficient Multi-Cap Growth Equity
US Ultra Short-Term Bond Strategy
US Venture Capital
UTI Infrastructure
FSC
SFB
SITCA
FINRA
SEC
US Mutual
FINRA
SEC
Fund
Account
SESC
FSA
AUT
ASIC
FSA
Languages
C H A L L E N G E S
Marketing programs and content must be tailored specifically for each region
Limited number of translated materials and inefficient translation process that relies heavily on local relationship manager
Investment licensing status in each country is required
Limited international legal resources and knowledge of local legal requirements
Investing varies by country
Marketing material must be tailored to include local currency, benchmarks & context appropriate for the specific market
Material constructed around US needs: Limited ability to tailor to individual country investment context; adaptation of materials slows delivery to market
Content must be adapted to meet investor sophistication level (type, amount, proof points, length, writing style)
One “middle of the road” version is developed, generally too sophisticated for TPD, not in depth enough for others
TRP Awareness
Marketing strategy and plan must be developed for each country based on its unique factors: “entry strategy” (i.e. High Yield in Nordics), years in market, brand awareness, competitors dynamics
Typically implement “one size fits all” approach due to limited number of GIS Marketing and Shared Services resources working across multiple countries
Legal
Different strategies for different markets
many individual GIS markets…one individual GIS
GIS is one business unit
C H A L L E N G E S
C U R R E N T R E A L I T Y
C U R R E N T R E A L I T Y
C H A L L E N G E S
C U R R E N T R E A L I T Y
C H A L L E N G E S
C H A L L E N G E S
C U R R E N T R E A L I T Y
C U R R E N T R E A L I T Y
Many individual GIS markets create unique marketing challenges and reduces scalability
Full transcript