Shows the fund's allocations versus the MSCI All Country Asia ex Japan Index, indicating notable over/under-weights.

Overview of LANXESS's business portfolio and strengths

This slide illustrates the annualized returns and volatility for various portfolio allocations, focusing on equities, bonds, and alternatives from 1Q90 to 4Q23. It aims to show the risk/return profiles for different asset mixes to aid in investment decision-making.

The slide shows how investment strategies shift through different life stages, emphasizing the importance of adjusting the portfolio to changing goals.

The slide presents the financial state of commercial portfolio loans, highlighting changes over quarters and the distribution of different loan types. It’s typically used for analyzing financial trends and the makeup of portfolio investments in a business setting.

The slide discusses strategies to mitigate portfolio volatility by adjusting asset allocation, highlighting the importance of having a financial buffer.

Compares the portfolio's country allocations against the MSCI EM Index, highlighting over/under-weighted countries.

This slide details the impact of post-90s consumers on the luxury market, showing their substantial contribution to total luxury sales and market growth, emphasizing the significance of this demographic group.

The slide presents a stark comparison of post-harvest losses across countries, emphasizing Nigeria's challenges within the agricultural sector and advocating for improvements in food storage and transportation systems to mitigate these losses.

Respondents from 28 countries were asked about increasing government spending to reduce poverty and inequality. 67% on average support it. Highest support comes from Indonesia (85%) and South Africa (83%).

This slide explains the Power-to-X process, detailing how electricity is converted into hydrogen for various applications, including power generation, gas blending, and mobility. It highlights the different stages and technologies involved.

This slide provides an overview of the Power-to-gas process, explaining how surplus electricity is converted into hydrogen via electrolysis. It details the technologies involved and their applications in heating and mobility.

This slide provides practical tips for businesses to start sustainability efforts, such as leveraging data sources, creating personalized nudges, and using AI.

Describes the growth of pre-tax income across various business units and macroeconomic conditions.

Showcases the strategy for doubling Morgan Stanley's Wealth Management pre-tax profit, highlighting key growth drivers and goals.

This slide focuses on precision data as a core element in customer strategy, using real-time interactions to derive personalized insights. It features Microsoft Dynamics 365 as an example and survey stats showing executive agreement on conversational AI for customer context. Also compares consumer sentiment between gen AI-familiar and unfamiliar users.

This slide discusses the increasing sophistication in asset maintenance, moving from basic, scheduled maintenance to more advanced predictive approaches based on asset health indicators. It outlines the evolution from reactive to proactive maintenance strategies, highlighting the benefits of adopting such advanced methodologies in asset management.

It outlines various methods Canadians would use to handle an unexpected $5,000 expense, based on survey responses.

The slide analyzes the normalization of price levels for goods and services after pandemic-related adjustments, showing deviations from previous trends. It is intended for discussions on global economic recovery, inflation trends, and pricing strategies post-pandemic.

It highlights the premium pricing of Profoto and Broncolor compared to value brands, showing price differences across various product categories.

This slide provides a comparative analysis of the price index for luxury goods across various countries, indicating regional price disparities and opportunities for strategic pricing adjustments based on currency movements and market conditions.

This slide presents a comparative analysis of median forward P/E ratios across industries as of December 2024. It highlights how current valuations align with or deviate from long-term averages, indicating which sectors are over- or under-valued.

The slide emphasizes the importance of pricing strategy for subscription providers in a competitive market. It highlights financial incentives as a key driver for customer decision-making and details other motivators like discounts and premium access.

The slide highlights concerns about the lack of guidance from tax authorities regarding the principal purpose test (PPT).

It provides a summary of the key priorities in different industries, comparing the levels of certainty for each priority, offering a strategic planning overview.

Explores the tension between privacy and personalization in health data management. The bar chart displays survey data on people's preferences for controlling personal health data versus receiving personalized health advice, showing varying levels of agreement and disagreement.

Reviews Private Bank’s Q3 2024 outcomes: stable revenues, net inflows of €8bn, cost impacts from service allocations, and continued Postbank integration effects. Includes breakdowns of revenue sources and net flows in deposits and investment products.

The slide illustrates changes in assets under management (AuM) across client segments for Deutsche Bank's Private Bank, showing a gradual increase in total AuM and positive net flows throughout 2024.

This slide details Q1 2024 performance in Deutsche Bank’s Private Bank, including €2.4bn revenue, client segmentation (Personal vs. Wealth Management), and regional and product-based focuses. Charts show revenue by client segment and product types.

Shows the growth of the Global Private Bank by comparing the number of hires, training hours, and advisor revenue contribution across years.

Reviews Private Bank & Wealth Management’s Q424 RoTE performance. Income rose YoY, driven by NII growth. Assets under management and supervision increased, highlighting strong net new inflows. CIR and cost movements also explained.

Reports strong performance in Private Banking with RoTE of 34.5%. Provides breakdown of income types, costs, and evolution of client assets like loans, deposits, AUS, and AUM. Notes YoY growth in all income and client metric categories.

The slide presents Q1 2024 financial results for the Private Bank, including revenue, profit, and assets under management, with a detailed breakdown of performance across different segments.

Depicting the accumulation of unallocated private capital over time, this slide can be utilized to discuss investment strategies and potential market saturation with a focus on future allocations in private equity.

Discusses Macquarie's multifaceted approach to combining ideas and capital to unlock business opportunities, particularly in private capital and tech innovation. Geared towards investors and businesses looking to understand investment landscapes.

Illustrates the significant and steady growth in global private credit AUM since 2000, driven by non-bank lenders and structural shifts in financial services. The slide also discusses regulatory implications and market expansion potential for non-banks.

The slide examines the growing interest of private equity funds in the beauty sector, highlighting the increasing number of deals by these investors. It provides an overview of the types of companies attracting private equity and the geographical distribution of these investments.

Discusses the significant drop in global buyout value in 2022, providing insights into the private equity market conditions.

Discusses the performance of private equity across different stages and provides recommendations for optimal sizing to maximize capital growth based on historical data.

This slide describes the various services EY offers for private equity clients, organized into fund services, strategy and transaction services, and portfolio services, aimed at enhancing investment value and performance.

Indicates that private equity valuations have improved, with entry multiples declining in response to higher interest rates, suggesting better entry opportunities in leveraged buyouts.

Serves as the introductory slide for a report on global private equity, setting the tone for the data and analysis that will follow.

This slide details notable PE investments in Brazil in 2023 across various industries, including technology, infrastructure, and consumer products.

Provides an analysis of JPMorgan’s approach to private equity coverage, detailing the market's potential and the bank's strategic actions to maintain discipline and focus on middle market financial sponsors.

Demonstrates the performance of private equity against public markets across various investment horizons, essential for investment strategies and performance benchmarking.

Describes the roles, benefits, and risks associated with Private Equity, Private Credit, and Private Real Estate in a portfolio, highlighting their potential for growth and income.

This slide analyzes the trends in private equity valuations, indicating a decline in valuations and potential for attractive entry points in the market.

The slide shows declining valuations in private equity, suggesting improved entry points for investments, and expecting a clearer pattern of lower valuations as volumes recover.

The content depicts the investment funding trends in Thailand, highlighting the return to typical levels after a substantial increase in the second half of 2022. It is useful for investors and financial analysts to assess the funding environment's normalcy and plan future investments in nascent sectors like travel, transport & food, digital media, e-commerce, and digital financial services (DFS).

Analysis of private hospitals' financial performance during and after the pandemic, forecasting a significant rebound by 2026.

Comparison of survey responses from public and private hospitals, showing differences in regional representation and hospital sizes.

The slide illustrates a 3.8 percentage point growth in private label share in EU-11 groceries, driven by both discounters and supermarkets. It implies consumer shifts towards more affordable private label products in inflationary times.

Compares strategic compound return expectations, demonstrating that private markets are projected to offer higher returns than public markets across various asset classes.

Examines the smoothing effect in reported returns for private markets, applying an unsmoothing multiplier to reveal the actual return volatility compared to reported data.

Discusses the Q2 2023 financial results of Deutsche Bank's Private Bank, showing significant revenue growth driven by net interest income and other key financial metrics.

This slide tracks financial performance from 2021 to 2024 for the Private Bank & Wealth Management division. Key metrics include RoTE, income, cost-income ratio, and client assets/liabilities. The 2026 targets aim for over 25% RoTE and double-digit CAGR in client assets and income.

Describes private credit, its illiquidity, high yield potential, and strategies like direct lending, venture debt, and mezzanine. Provides examples of private credit.

The slide outlines a strategic approach to private equity coverage, highlighting significant opportunities, middle market potential, and the company's capabilities to capture these opportunities. It provides numerical data to support the potential for growth and strategic direction.

The slide provides an overview of private equity, including its key characteristics, strategies for sourcing and enhancing value, and exit options. It also describes various private equity strategies like venture, growth equity, mezzanine, and special situations.

Shows that private equity has consistently outperformed public equity market equivalents across multiple cycles, as demonstrated by vintage year IRR comparisons.

This slide outlines various strategies for investing in private equity and private debt, showing how they align with different stages of a company's life cycle. It highlights venture, growth, buyout, and distressed debt strategies.

Shows the increasing opportunities in private equity compared to public markets, highlighting a trend of companies staying private longer for various advantages.

This slide compares the U.S. public and private equity markets, highlighting trends in private equity value, small cap market capitalization, and sector weights. It is intended to provide insights into the relative performance and sector distribution of these equity markets.

The slide highlights how adding a 30% allocation to private assets in a 60/40 portfolio can enhance growth potential. It shows comparative returns, risks, and Sharpe ratios, along with illustrative private asset allocations.

Demonstrates how private investments like private equity and direct lending can enhance portfolio returns relative to risk, compared to traditional asset classes.

The slide discusses the significant growth in private market investing among hedge fund managers, driven by investor sentiment and the quest for yield, with many managers planning to increase exposure to this asset class.

The slide explains what private markets are, the types of private market asset classes, and provides a visual representation of the decline in US publicly traded companies, illustrating the growing importance of private markets.

Highlights reasons to invest in private markets, including expanding investment universe, capturing illiquidity premium, and avoiding panic selling during downturns.

Discusses how private equity managers create value through different strategies over time, illustrated with a bar chart showing return sources through decades.

Highlights the evolution in the reinvention of business processes by applying new technologies and working methods. It's useful for analyzing and planning functional improvements and technology adoption in different organizational areas.

This slide identifies the common strengths among leading companies in the process automation sector, highlighting key areas such as innovation, technology, product offerings, and market positions. It also discusses the role of process automation in addressing megatrends and the increasing demand for connected, software-enabled products in the global market.

Explores the roles of regional and global process owners within shared services, focusing on their impact on efficiency and effectiveness. This slide is suitable for discussions on structuring governance to enhance organizational processes.

This slide examines the impact of process standardization and technology changes on moving to shared services, including timing and methods of implementation.

It outlines the evolving skills needed for procurement success, emphasizing digital transformation, strategic alliances, and advanced analytics.

It outlines the evolving skills needed for procurement success, emphasizing digital transformation, strategic alliances, and advanced analytics.

This slide describes EY OpsChain 4.0 and its Network Procurement module, detailing the procurement process and explaining the benefits of starting with procurement in deploying the Baseline Protocol.

Discusses key procurement levers, such as commercial procurement applications, supplier management, and category strategies.

Provides a comprehensive view of the procurement process, showing the sequence and tools involved from the initial product need to final payment, highlighting integration with technology for efficiency.

Analyzes the proportion of services procurement spending in different sectors, showing higher spend in industries like insurance and financial services compared to sectors like construction or consumer products.

Summarizes survey results on product lifetimes and the economic contribution of long-life product designs, emphasizing the need for enhanced durability and modularity in products.

Outlines the different stages of a product lifecycle and the various services Ipsos provides to support clients at each stage. Emphasizes strategic planning and service integration.

Forecasts the degree of personalization that companies aim to achieve within the next few years, signifying a strategic shift towards tailored consumer experiences.

This slide analyzes the performance of different luxury product sectors, providing insights into the number of companies, average size by sales, and growth rates for apparel, accessories, cosmetics, and jewelry sectors.

Highlights top levers in production efficiency, such as continuous improvement, optimization of production planning, and control.

Describes the comprehensive approach for grouping similar equipment into families to streamline data collection for infrastructure production, emphasizing material and lifetime considerations.

This slide highlights the productivity improvements achieved from shared services and details how the savings generated have been reinvested within organizations.

This slide compares the contributions of multifactor productivity to GDP growth and the number of patents granted across different countries. It highlights the productivity paradox where innovations are rising, but productivity contributions to GDP growth are declining.

Introduces PwC’s PPI, which incorporates various forms of capital to measure productivity potential more comprehensively.

This slide shows perceptions of productivity changes since remote work began, comparing different generations. It questions the sustainability of self-reported productivity.

Details the primary drivers of productivity in South Africa, emphasizing human capital, logistics, and institutions.

CxOs cite digitalization and AI (85%), organizational efficiency (69%), and company scaling (41%) as top productivity levers for 2025.

Details types of outdoor products bought (apparel, shoes, equipment) and reasons for purchase, emphasizing urban use beyond outdoor activities.

Outlines the range of financial products tailored to customer segments, enhancing the company's market adaptability and consumer reach.

This slide presents the perception of France's professional training system, indicating a generally positive outlook from respondents.

The slide showcases Fifth Third Bank’s top quartile profitability metrics, comparing key performance indicators like ROTCE, ROA, and efficiency ratios with peers. It emphasizes the bank’s focus on long-term financial performance and strategic financial planning.

Santander's profitability leading to capital accumulation

Santander's profitability and capital management from 2015-2019

Compares profitability across verticals in the distribution industry, highlighting differences in margins.

The slide presents a bubble chart comparing the profit margins and net profits of 17 global exchanges in 2023, demonstrating that size does not equate to profitability. The accompanying text discusses the need for reinvention driven by digital transformation.

Discusses the interplay between industry-specific and company-specific factors in profitability.