Connecting Our Clients to Global Investment Opportunities

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Magdalene Simmons
6 years ago
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1 Connecting Our Clients to Global Investment Opportunities

Connecting Clients to Investment Opportunities Our Mission 1 The HSBC Group is one of the world s largest financial services organisations, with more than 150 years of operating history.

2 Connecting Clients to Investment Opportunities Our Mission 1 The HSBC Group is one of the world s largest financial services organisations, with more than 150 years of operating history. It is one of the largest financial institutions, with presence in 70 countries and territories in Europe, Asia-Pacific, the Americas, the Middle East and Africa, serving more than 37 million customers. At HSBC Global Asset Management the asset management division of HSBC, our purpose is to connect HSBC s clients to global investment opportunities using HSBC s international expertise, service and strength. With USD413.4 billion assets under management and circa 2,300 employees including 593 investment professionals across 26 countries and territories, we are a leading international asset manager. Our objective is to meet our clients expectations, and to be a reliable agent for our clients money, looking after their assets with care and professionalism, and using our strength, infrastructure, global reach, scale and expertise to help clients deliver against their investment objectives over the long term. Asset Under Management (AUM) 2 By Asset Class (USDbn) By Regional Capability (USDbn) By Client Type (USDbn) Fixed Income Equity Liquidity Multi-asset Other Americas EMEA Asia-Pacific Institutional Wholesale Source: 1. HSBC Global Asset Management as at 31 December HSBC Global Asset Management as at 31 December Any differences are due to rounding. Other includes the assets of Hang Seng Bank, in which HSBC has a majority holding.

3 An Exceptional Investment Platform In addition to giving us and our clients highly efficient access to markets, our size and global scale allow for the discipline of centralised investment processes. These underpin the provision of global research and analyst teams to support local country portfolio management teams, enabling us to deliver consistent and disciplined investment solutions. Client Focused One of our most important responsibilities for us here at HSBC Global Asset Management is to ensure we are doing the right thing for our clients. We therefore aim to understand and provide appropriate solutions to our clients needs, be responsive to their concerns, and keep them up-to-date with developments in investment markets, and the performance of their investment strategy. We aim to work with clients to develop solutions that successfully meet their investment goals and expectations over the long term, within a tightly governed, transparent and risk-managed framework. We also strive to evolve our business continuously to meet the needs of our clients who seek to take advantage of these opportunities. Through our client-focused organisation, we are able to cater for the specific requirements and investment objectives of a variety of investors. Corporates Global Banks Retail Banks and IFAs Official Sector Institutions Insurance Companies Consultants, Influencers Charities, Endowments, Foundations, Family Offices 3

4 We are Where Our Clients and Investment Opportunities are 3 Local experts manage funds which are distributed across the world, seizing the local opportunities that can only be found on the ground. Our local presence also allows us to know and serve our clients better. For example, a strategy that is seen as core to one client s portfolio could be a specialty investment for another. However, the client with the specialty investment will benefit from our extensive expertise and resources in the same way as the client for whom it is core. EMEA USD211.5 billion AUM 350 investment professionals Canada USA Bermuda Austria Germany Switzerland Luxembourg UK Jersey France Spain Italy Sweden Malta Turkey China 5 Asia-Pacific 4 USD115.0 billion AUM 168 investment professionals Japan Americas USD87.0 billion AUM Mexico Saudi Arabia UAE India Taiwan Hong Kong 75 investment professionals Singapore Australia Argentina HSBC Global Asset Management Offices HSBC Global Asset Management at a glance 6 AUM Number of employees Investment professionals Countries and territories USD413.4 billion ~2, Source: 3. HSBC Global Asset Management as at 31 December Any differences are due to rounding. Cross-border and domestic assets by Legal Entity. 4. Asia-Pacific includes the employees of Hang Seng Bank, in which HSBC has a majority holding. 5. HSBC Jintrust Fund Management company is a joint venture between HSBC Global Asset Management and Shanxi Trust Corporation Limited. 6. HSBC Global Asset Management as at 31 December 2016.

Comprehensive Range of Investments We offer a comprehensive range of capabilities to meet our clients investment needs, connecting them with investment opportunities around the world.

5 Comprehensive Range of Investments We offer a comprehensive range of capabilities to meet our clients investment needs, connecting them with investment opportunities around the world. Multi-asset Our multi-asset solutions are designed for investors seeking portfolio diversification through a single investment and are available in a range of strategies with varying risk profiles, investing in equities and fixed income in developed and emerging markets. Managed Solutions (Risk-based Multi-asset) Conservative Moderate Conservative Balanced Growth Global Tactical Asset Allocation Global & Regional Multi-asset Total Return Global & Regional Multi-asset Income Fixed Income We have a strong global research platform that supports the consistent process applied by our fixed income investment specialists who have particular expertise in credit, emerging markets and selected developed markets. Developed Market Government and Aggregate Emerging Market Hard Currency, Local Currency Developed Market and Emerging Market Credit Investment Grade and Crossover High-yield Securitisation (ABS) Inflation-linked Total Return Equity We have a long history of delivering innovative solutions on developed and emerging equity markets globally, which aim to produce consistent risk-adjusted performance within a strong governance and risk managed framework. Active Fundamental Stock Selection Core, Income, Small Cap Global, Regional, Country Smart Beta/Alternative Weighting Schemes Enhanced Beta Multi-factor, Pure Factor Economic Scale Indexation Lower Volatility Cap-weighted Beta Liquidity Our global reach enables us to deliver appropriate investment solutions for our clients cash reserves, that match their risk and reward expectations and their needs for short-term cash flow. Liquidity Strategy Low Duration Short Duration Global Currencies Strategy USD, GBP and EUR Prime, US Government, US Treasury Domestic Currencies Strategy ARS, CAD, RMB, HKD, INR, TWD, TRL Source: HSBC Global Asset Management as at 31 December

6 Our Key Pillars We have a fiduciary duty to manage clients assets to the best of our ability and ensure their safe custody. We deliver on this responsibility through good conduct, efficient market access, and deep resources in terms of investment capital and human capital. Being part of the HSBC Group, we are able to leverage its strengths for the benefit of our clients we share HSBC s culture, attitude to risk and strong insight into client needs through on-the-ground presence. Our purpose and values have shaped our approach to investment management, which we have founded on four key pillars: Disciplined Approach Our experienced fund managers are driven by results. Our disciplined approach to investing is a robust philosophy that aims to offer consistent performance for the long-term. Sustainable Growth Our focus is always on sustained outcomes, not chasing short-term returns. Our disciplined investment process implemented with judgement and skill aims to deliver sustainable performance. Dependable Risk Management As part of our disciplined approach, we adopt a robust risk management process. By anticipating and monitoring risks and diversifying assets, we aim to optimise returns in volatile markets. International and Local Insights Our global reach allows our fund managers to combine global experience with deep local insights and support helping you capture more opportunities at home and abroad. Good Governance is Key We operate within an integrated global risk and governance framework with a transparent management structure and a commitment to responsible investment. We provide a consistent and effective oversight and accountability of risk across regions and business areas. Our core investment belief is that good governance clear investment beliefs and a well-executed process is the key to delivering long-term value for our clients and to ensure that the portfolios we manage stay in line with their investment constraints and objectives. We also benefit from the strategy, standards and values set by HSBC Group. This provides an additional level of support and oversight and means that we are supported in our fiduciary duties by HSBC Group Risk, Compliance, Finance, Legal, Tax and HR functions. In addition, we have the ability to continuously invest in our infrastructure, keeping it relevant and efficient. We consider Environmental, Social and Governance (ESG) analysis as a key component of our investment due diligence, whether we are evaluating a company s credit or its equity. We offer sustainable and responsible investment strategies for clients who wish to invest according to specific environmental, social or ethical criteria. 6 Source: HSBC Global Asset Management as at 31 December For illustrative purposes only.

Industry Awards Our proven ability in investment management has been endorsed by many industry awards: Asian Bond House Asia Asset Management Best of the Best Awards 2008, 2009, 2010, 2012, 2013,

Assets Global Finance Best Asset Managers For Corporates 2015 Top Investment House in Asian Local Currency Bonds & in Asian G3 Bonds The Asset Benchmark Research 2014, 2015 and 2016 Our strategies

7 Industry Awards Our proven ability in investment management has been endorsed by many industry awards: Asian Bond House Asia Asset Management Best of the Best Awards 2008, 2009, 2010, 2012, 2013, 2015 and 2016 Manager of the Year Award Asia Fixed Income Benchmark Fund of the Year Awards 2016 Best Fixed-Income Fund House Morningstar Hong Kong Awards 2016 Best Manager of Offshore Renminbi Assets Global Finance Best Asset Managers For Corporates 2015 Top Investment House in Asian Local Currency Bonds & in Asian G3 Bonds The Asset Benchmark Research 2014, 2015 and 2016 Our strategies also received recognition for their outstanding performances throughout the years: Asian Bond Gold Award, Fund Selector Asia Awards Hong Kong 2016 Best Asia Bond Fund, Morningstar Hong Kong Awards 2009, 2012, 2013 and 2015 Euro High Yield Bond Best-in-Class, Benchmark Fund of the Year Awards 2016 Outstanding Achiever, Benchmark Fund of the Year Awards 2014 and 2015 Global Bond Best-in-Class, Benchmark Fund of the Year Awards 2014 and 2016 Best Fund 3 Years, Lipper Fund Awards Hong Kong 2014 and 2015 Global High Yield Bond Best-in-Class, Benchmark Fund of the Year Awards 2015 and 2016 Asia ex Japan Small/Mid-Cap Equity Fund Awards 3 Years, The Edge-Lipper Singapore Fund Awards 2016 Best-in-Class, Benchmark Fund of the Year Awards Years 1st & 10 Years 3rd, Euro FundAwards 2015 Global Emerging Markets Equity Gold Award, Fund Selector Asia Awards Hong Kong 2016 Hong Kong Equity Best-in-Class, Benchmark Fund of the Year Awards 2015 Global Multi-asset Best-in-Class, Benchmark Fund of the Year Awards 2014, 2015 and 2016 Frontier Markets Platinum Award, Fund Selector Asia Awards 2016 (Singapore) Source: HSBC Global Asset Management as at February For illustrative purposes only. Past performance is not indicative of future performance. The strategies presented in this document may be implemented in products not registered and/or authorised for sale in Singapore. Morningstar Awards 2016 (c). Morningstar, Inc. All Rights Reserved. Award to HSBC Global Asset Management for Best Fixed-Income Fund House, Hong Kong. 7

8 For more information, please visit our website: 8 This document is prepared for general information purposes only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive it. Any views and opinions expressed are subject to change without notice. This document does not constitute an offering document and should not be construed as a recommendation, an offer to sell or the solicitation of an offer to purchase or subscribe to any investment. Investors may wish to seek appropriate professional advice where necessary. Investment involves risk. Past performance of any fund or the manager, and any economic and market trends or forecasts are not necessarily indicative of the future or likely performance of the fund or the manager. Unit values and income therefrom may fall as well as rise and the investor may not get back the original sum invested. Changes in rates of currency exchange may affect significantly the value of the investment. HSBC Global Asset Management (Singapore) Limited ( AMSG ) has based this document on information obtained from sources it reasonably believes to be reliable. However, AMSG does not warrant, guarantee or represent, expressly or by implication, the accuracy, validity or completeness of such information. HSBC Global Asset Management (Singapore) Limited 21 Collyer Quay #06-01 HSBC Building Singapore Telephone: (65) Facsimile: (65) Website: Company Registration No R

Multi-asset capability Connecting a global network of expertise

Multi-asset capability Connecting a global network of expertise For Professional Clients only Solutions aligned with investors' needs We have over 25 years of experience designing multi-asset solutions