Compares the sector allocations of the fund with the MSCI All Country Asia ex Japan Index, highlighting key differences.

This slide analyzes investments on a sector-wise basis, providing insights into which sectors attract the most value and deal numbers, useful for sector performance assessment.

This slide analyzes the impact of employment losses in various over-represented sectors in the Metro Vancouver economy, highlighting the percentage of workers affected.

Evaluates the automation potential across various sectors, identifying sectors like manufacturing and agriculture with high potential for automation based on current technology capabilities.

Analyzing market opportunities arising from changes such as regulation, technology, and competitive dynamics, and their impacts and opportunities.

Slide presenting strategic business changes and their implications, likely aimed at stakeholders for discussing future plans.

Focuses on indirectly secured consumer loans, highlighting key performance metrics and FICO score distribution. This slide is used to assess credit risk and loan performance, mainly in auto and specialty lending, such as RV and marine finance.

Shows growth in securities services and resilient revenue performance despite challenging rate environments, with emphasis on new business wins and onboarded mandates.

Discusses the positioning of Securities Services for the future by leveraging the Corporate & Investment Bank to enhance client relationships and service excellence.

This slide highlights the achievements in record revenue and assets under custody for JPMorgan Chase's Securities Services. It provides a breakdown of client types, business services offered, and key financial metrics over time. Suitable for analyzing market trends and discussing strategic planning for business development and operational efficiency.

The slide presents survey data on the objectives organizations aim to achieve with security investments, highlighting the focus on improving operational efficiency and productivity.

Highlights client footings and revenue of various segments, explains Citigold's value proposition, and shows the growth rate of Citigold and Citi Priority clients.

This slide visualizes the multi-stage process of application selection, highlighting the final selection of 3,050 applications from a larger pool through various criteria. It is used for illustrating decision-making processes and outcomes in a corporate or professional environment.

The slide highlights the impact of expanded self-identification options on the company's understanding of racial and gender identities, supported by personal perspectives and detailed demographic data on professionals identifying as 2+ races.

Details reasons for self-isolation among respondents, highlighting that 30% had self-isolated due to COVID-19 symptoms or household exposure. Data is categorized by various reasons.

Focuses on JP Morgan's reduction in customer service costs and enhancements in operational efficiency, marked by self-service and workforce transformation. It targets an audience interested in operational improvements and cost management.

This slide explains the criteria J.P. Morgan uses to reduce or eliminate investments. It lists three key triggers: market overvaluation, weakening price momentum, and failure of fundamental investment theses, highlighting the firm’s risk-averse discipline.

Provides an overview of the top sellers and buyers in the European market since 2014, focusing on the competitive landscape.

This slide outlines the incentives provided by the US government to boost semiconductor manufacturing, covering areas such as funding for research, tax credits, and international security initiatives.

This slide provides an overview of the semiconductor value chain, detailing each step from design through manufacturing and assembly to the final product, highlighting opportunities in each stage.

The slide discusses the impact of the Ukraine crisis on semiconductor supply, showing demand-supply imbalances and gas shortages.

Analyzes the Senate races for 2024, highlighting which states are toss-ups and the potential risks for Democrats losing control of the Senate.

This slide analyzes the impact of cultural heritage on various demographics and industries, illustrating growth in digital engagement with art and traditional crafts.

Serasa’s consumer platform growth is illustrated via a net revenue chart (FY17–FY23) and user engagement trend. The right side shows the app interface and top rankings in Brazil’s finance app category, demonstrating its high market penetration.

Details the growth of the Serasa platform in Brazil, highlighting its financial success and strategic position within the market as a comprehensive consumer financial platform.

Showcases Serasa's expansion in Brazil, highlighting significant increases in membership enrollments and its impact on financial inclusivity in the Brazilian market.

Discusses Serasa's rise as a dominant fintech player in Brazil, emphasizing its substantial growth in user engagement and market position compared to other financial institutions.

This slide tracks the median deal size by funding series in Europe, with strong growth in D+ rounds rebounding in 2024. Early and mid-stage rounds (Series A to C) maintain consistent or growing deal sizes, signaling investor confidence.

The charts show how Series A to C rounds dominate VC investment allocation despite lower deal volume shares. The insights suggest investors concentrate capital into fewer, larger deals during periods of volatility or uncertainty.

Examines annual median deal size across funding series in Asia. Later-stage rounds like D+ have declined significantly, while early stages (Angel, A) show minor fluctuations. Offers insight into shifting investor behavior.

This slide reveals a trend toward midstage VC investments (Series A to C), both in number and capital deployed. It shows how investor focus has shifted toward perceived lower-risk, growth-ready startups compared to early or late stages.

Depicts how venture investment in Asia from 2018–2024 has shifted toward mid-stage funding rounds (Series A–C). Although early-stage deals remain numerous, the bulk of capital now concentrates in mid-capital stack investments.

This slide demonstrates the company's service model and client segmentation, useful for explaining the business's approach to customer service across different wealth spectrums.

Focuses on the recovery of the service sector and manufacturing, analyzing inventory levels and trade growth, relevant for operational and financial planning.

The slide analyzes service tickets and complaints, focusing on the types of complaints, the number of repeat complaints, and the overdue complaints within the utility sector.

Discusses the expansion of services to deliver more client value and the strategic areas of focus for the business to unlock higher margins.

Highlights key levers in service and after-sales, focusing on performance improvement, go-to-market strategies, and customer lock-in.

Details the range of services offered by the company, from consulting to cybersecurity, indicating the integrated solutions approach tailored to client needs.

The slide shows the increasing share of services in the Gross Value Added (GVA) of different countries, indicating a shift from manufacturing to service-oriented economies. It discusses the structural trends that contribute to this shift and its implications for future economic growth.

The slide highlights the business strengths, presence, and financial growth of a securities service provider, showing service delivery, client statistics, revenue, and market share among other financial data.

It illustrates the composition and performance of a company's servicing portfolio, highlighting its diversification and year-over-year revenue increase. It is valuable for investors or management reviewing financial health and diversification in revenue sources, particularly in financial servicing sectors.

Focuses on the number and nature of board seat settlements in Q1 2025, showing a 32% YoY increase. Features a table of 10 companies with corresponding activist firms, days to settlement, and board seats won.

This slide presents oil production trends from specific geopolitical regions. US shale shows steady growth, while Iran/Venezuela/Libya and Russia remain relatively stable.

Analyzes share price recovery across industries post-COVID-19, highlighting which sectors have bounced back or still struggle.

The slide analyzes the operational scope and governance models of Shared Service Centers (SSCs). It presents data on the number of functions performed by SSCs and the preferred governance structures, indicating trends towards multifunctionality and hybrid models.

This slide discusses the ownership of shared services processes and the roles of global process owners. It highlights the adoption rate by company size and key roles.

The slide communicates that most people globally believe combating climate change is a shared duty among individuals, businesses, and governments. While agreement is still high, it has declined from previous years. Visuals simplify key message segments by stakeholder.

The slide presents key findings from a 2017 survey on shared services, focusing on governance and operational priorities such as cost and timeliness of services. It’s used to compare changes in priorities over time and their impact on business strategies.

Discusses strategies and approaches to implementing shared services, focusing on timing and standardization processes. It can be used to guide strategic planning and risk management during the transition to shared services.

Analyzes the annual productivity improvements and cost savings achieved through shared services, useful for evaluating operational efficiency and financial performance in organizational settings.

Evaluates future strategic directions for shared services, including increases in scope and capacity. This slide is useful for discussions on long-term planning and the integration of technology in service delivery.

This slide outlines Deutsche Bank’s strategy to increase shareholder distributions through dividends and share buybacks. It shows a trajectory aiming for €8bn in distributions from FY 2021–2026, including a proposed €0.68 dividend for FY 2024 and €750m in buybacks for 2025.

The slide compares the total shareholder return of tech-forward companies with other companies, using a line graph to illustrate performance over different periods.

Analyzes shareholder returns over two decades, showing how companies with higher resilience tend to marginally outperform across economic cycles.

Showcases the variability of shareholder returns within industries, highlighting that even companies within the same sector can experience widely different financial performances. Designed for risk analysis within sectors.

Illustrates Deutsche Bank's historical and future shareholder distribution plans, emphasizing increased dividends and buy-backs.

This slide examines global shipping costs and port call durations, highlighting trends across different regions. It is intended to provide insights into the shipping industry’s pricing and operational efficiencies.

Discusses the trend of consumers switching shopping platforms for better prices and quality, based on a Southeast Asian survey.

The slide analyzes generational gaps in shopping priorities, focusing on aspects like convenience, health, safety, price, and quality, with a focus on ESG factors.

Analyzes the shopping and return behavior of different age groups, highlighting the proportion of high and low-intensity shoppers and returners among them.

Discusses the short-term factors affecting different sectors of the company, useful for risk management and forecasting. It provides an analysis of the impact of market conditions on various business areas.

Shows the strong performance of the Greek short-term rental market in 2022, including a revenue rebound in 2021 and demand pacing by country for the June-September period. It discusses occupancy rates and trends across various Greek destinations.

Shows the strong performance of the Greek short-term rental market in 2022, including a revenue rebound in 2021 and demand pacing by country for the June-September period. It discusses occupancy rates and trends across various Greek destinations.

Investment Analysis

This slide explores the financial pressures faced by Gen Zs and Millennials, showing the rise in side jobs as a response to living paycheck to paycheck, and details the types of side jobs and motivations behind taking on additional work.

Highlights economic influence of the 50+ age group, noting they account for 49% of global spend in 2025. Emphasizes their higher disposable income, resilience during economic uncertainty, and greater willingness to spend on fashion.

Highlights Singapore’s capped vehicle sales due to COE (Certificate of Entitlement) restrictions and car-lite policy goals. EV-friendly incentives are improving affordability, but market growth is tightly regulated.

Highlights Singapore’s role as a growth enabler in the digital sector, despite certain sector declines, used for discussing regional market dynamics and strategies.

Singapore targets 100% clean energy vehicle registration by 2030, with full ICE phaseout by 2040. Slide details Green Plan policies, EV imports from Chinese OEMs, and an EV charging target of 60,000 stations.

Analyzes the spending patterns between HVUs and non-HVUs in Singapore, emphasizing the significant spending gap and demographic data.

Highlights Singapore and Indonesia as the top investment destinations in 2022, presenting the private funding values and market shares.

Discusses the contraction and future growth projection of Singapore’s internet economy, likely used to examine the impacts of market forces and potential recovery trajectories.

Highlighting Singapore’s fintech landscape in H1’21, the slide discusses a $40B Grab SPAC deal, falling overall investment from H2’20, and increased attention to green finance. Deal activity chart included.

Singapore aims to cut emissions to 60 MtCO2e by 2030. It leads SEA in Green Index Score (55/100). 2023 saw a drop in private green investments, but building and transport sectors saw gains. Key strategies include vPPA, data center efficiency, and waste-to-fuel transitions.

Discusses Singapore's approach to green transitions, highlighting government commitments to the environment by 2030, and the challenges and enabling factors for these policies.

Presents Singapore’s GHG emissions by sector (2023) and outlines goals, progress, and policy measures for decarbonization and green investment. Includes visual indicators for performance against targets.

The slide shows a trend of decreasing private funding in Singapore, segmented by industry sectors, highlighting the broader implications for the SEA region's market. This could be used for discussions on investment strategy and economic forecasting.

The slide illustrates Singapore's growth trends despite declines in specific sectors like online travel. It also highlights the positive aspects such as being a regional hub for e-commerce and investments in startups. Intended to showcase market resilience.

Singapore’s green investment totaled $913M in 2023 (~14% SEA). Focus areas include vPPA infrastructure, data center efficiency, and maritime biofuels. Deals include funding in solar and EV transport. Rationales stress energy import reliance and sustainability goals.

Illustrates a dramatic increase in Singapore’s private green investments from $913M in 2023 to $2.68B in 2024. Includes sector breakdowns and number of deals (22 in 2023, 27 in 2024).

Evaluates Singapore's strong economic position and potential metaverse impact, mentioning GDP, innovation index ranking, and key sectors contributing to the economy.

The slide presents Singapore’s climate commitments (60 MtCO2e, 100% EV sales, green spaces) and timeline of policy updates. These include new carbon tax levels, building energy performance standards, and the TRACTION initiative for early coal plant retirements.

Reviews the expansion of Single Port technology with YoY growth in procedures and installations, supported by a timeline of regional clearances.

Outlines SirionLabs' comprehensive approach to managing complex contracts through integrated solutions in various management areas, emphasizing the synergy between technology and contract lifecycle management.

Highlights global distribution and forecast of skilled workers, focusing on growth in Asia Pacific, Africa, and Latin America.

The slide quantifies the potential economic loss to G20 countries due to a skills crisis and stresses the need for investment in education and technology.

Highlights the evolving importance of various skills for science and engineering roles, implying a trend towards increasing value in creativity and social skills.

Focuses on the impact of skill shortages on employee empowerment, important for HR planning and educational program development.

This slide discusses the impact of skill gaps on innovation and costs, pertinent in HR presentations and discussions about talent management and organizational growth challenges.

Discusses re-skilling and up-skilling strategies in line with business changes, focusing on digital and leadership skills essential for the future, and various sourcing strategies including tech-enabled recruiting.

Analyzes strategies for closing skills gaps, with a focus on North America's approach via education. Insightful for discussions on global workforce development trends.

The slide highlights CEOs' concerns about skill availability, emphasizing the importance of human capabilities in business growth, supported by survey data and quotes.

Analyzes the rising importance of complex reasoning, creativity, and socio-emotional intelligence in the workplace, arguing that such skills are acquired through practice and experience.

The slide discusses the skill shortages in TMT and FS organizations, highlighting concerns among senior leadership and workforce skills. It presents data on the extent of concern across various skill categories.

The slide presents Singapore’s SkillsFuture program as a case study. It highlights the country's efforts to promote lifelong learning and upskilling, providing citizens with funding to pursue courses. It details sub-initiatives aimed at enhancing ICT job training and placement, reskilling, and upskilling in technology, indicating the strategic approach to national skill development.

Provides an overview of the business landscape in France by company size and industry, useful for market segmentation and economic analysis.

Analyzes the significant contributions of Gen Z and Millennials to small business spending, emphasizing the importance of these demographics to local economies. Useful for economic analysis and strategic business planning.

Compares small cap and emerging market stocks, useful for assessing risk and diversification.

This slide presents the health of the small business ecosystem through various data points such as business formations, cash buffers, business optimism index, and delinquency rates. It's designed to assess small business trends and economic resilience.

Highlights that most cultural and creative businesses in Australia are small or medium-sized, relying on new graduates and emerging talent.