amLeague - The asset manager's edge

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  • 1. amLeague The Asset Managers Edge

2. amLeague Research amLeagues two purposes: Provide asset managers with in-depth analysis and investors with comparable data amLeague is: The first 100% comparable measurement tool in the Asset Management industryActive on Euro, Europe, SRI Europe and Global Equities as well as on a Multi Asset Class mandatePromoted and supported by some of the largest institutional investors, who designed the mandates guidelines themselvesExecuted on a secure, proprietary trading platformDisplayed on www.am-league.com and updated dailyA provider of in-depth research reports on your performance compared to your peers and benchmarkInventing a new and innovative distribution tool for your management skillsFind out more on:www.am-league.com 3. amLeague Research A complete overview of your management skills amLeague measures management skills rather than products on a variety of asset classesFully comparable data grants you the possibility of full comparability with the direct peers as well as the marketShowcase your management style: amLeagues research reports and advanced performance indicators allow you to demonstrate your ability to successfully deploy a specific strategyPowerful analysis capabilities: amLeagues website enables investors to zoom in on specific market conditions, sort the rankings by any criteria available, identify the value/growth profile of any portfolio in a single click, etcNotional mandates: No redemptions/purchases or dilution to distort your performance 4. amLeague Research Example: Europe Equities, 3 months IRBeta AlphaMax Inception Draw dow n DateManagerInvesco AMM. Kolrep, M. Von Ditf urth9.39%8.343.524.944.400.8017.52-3.37%06/30/2010BNP Paribas IPTHEAM9.25%9.543.184.274.690.9313.78-3.97%06/29/2012La Francaise AMM. Lef ebvre, J. Breuil7.98%10.112.963.422.980.997.20-4.21%03/31/2011AllianceBernsteinEurope Strategic Value Team7.86%10.102.663.373.131.006.58-4.55%03/31/2011ING IMR. Radelaar, J. Luschen7.13%10.191.553.013.151.043.03-4.77%06/30/2010Roche-Brune AMB. Fine, G. Laverne6.72%9.232.533.101.120.924.25-4.17%06/30/2010CCR AME. Bleines, S. Pasqualetti6.68%9.902.772.880.990.982.73-4.56%06/30/2010Sw iss Lif e Asset ManagersJ. Corcos6.60%6.335.684.390.360.5412.93-1.95%06/30/2011Allianz GIC. Garrigues, T. Le Clercq6.46%10.562.482.610.731.060.12-4.73%03/31/2011CM-CIC AMC. Besson6.31%9.682.572.770.410.961.76-4.11%03/31/20116.08%9.73n.a.2.65n.a.n.a.n.a.-4.71%-STOXX 600 NET RETURNPerform ance VolatilityTracking Sharpe Ratio ErrorAsset Managem ent Com panySchrodersR. Bateman, S. Tw idale5.87%9.851.722.52 -0.551.00-0.67-4.42%06/28/2013Vivienne InvestissementTeam managed5.85%9.891.022.50 -1.001.01-1.06-4.88%12/31/20125.75%n.a.n.a.n.a.n.a.n.a.n.a.-5.63%6.985.623.36 -0.410.597.85-3.77%12/30/2011Low Beta_EUROPE5.32%6.475.013.41 -0.740.596.69-2.91%02/28/2011bf inance PMI5.06%9.491.492.23 -3.100.96-2.87-4.37%06/29/20129.182.022.30 -2.310.92-2.01-4.30%06/30/2010AVERAGE TOBAMTeam managedn.a.PetercamG. Lerminiaux, D. Van De Veire5.05%BestinverTeam managed4.77%9.184.502.16 -1.310.84-1.07-4.98%03/31/2011Dexia AMG. Goenen & Team Europe4.01%10.164.041.64 -2.240.96-6.32-5.02%03/30/2012Ossiam Europe Minimum VarianceTeam managed3.81%7.175.052.16 -2.030.64-0.13-3.27%03/30/2012Federal FinanceTeam managed3.80%10.583.781.50 -2.631.02-8.22-5.65%03/31/2011Sycomore AMA. d'Aligny, E. Praubert3.68%11.484.341.35 -2.381.10 -10.22-5.31%12/30/2011Ed. de Rothschild AMP. Lecoq, O. Huet3.49%10.543.811.38 -2.961.01-9.17-5.37%06/30/2010Aberdeen AMJ. Whitley - Team Managed3.23%10.052.971.33 -4.180.99-9.61-5.21%06/30/2010Delubac AMT. Malphettes, S. Alluin2.94%9.515.051.27 -2.710.84-7.58-3.47%11/30/2012n.a.n.a.n.a.n.a.n.a.n.a.12/20/2013SmartAlpha EuropeFrom 30st September 2013 to 31st December 2013n.a.n.a. 5. Research Reports Individual Research Report Due to the fully comparable data framework amLeague is able to provide the asset manager detailed research with analytical value on its performance compared to peers and benchmark. (Performance, Trading, Positions) Sectorial DistributionPassive Trading vs Active Trading Performance 6. Research Reports Peers Research Report amLeague provides, on demand, a detailed peers research report about each mandate (Performance, Trading, Positions,). Advanced Performance Indicators Top HoldingsSectorial Distribution Change 7. amLeague Asset Managers 8. A small initial investment for a strong return potential amLeagues fee is fixed and payable through CSA: Your biggest investment = the marginal cost of managing a new account Visibility and Communication: Much cheaper and more effective than a communication campaign Break-even at zero: Asset Managers are remunerated as of the first euro invested in any Multi Manager Investable Strategy in which they are selected no fixed costs, no additional fees A user-friendly interface: amLeagues Trading Platform is compatible with most management software. We are proud to say that the feedback on our interface is excellent OrdersBrokerCommissionsAsset managerCSA CreditsamLeague Research Services 9. A powerful communication tool Increased visibility for your strategy: Our advanced performance indicators allow investors to understand the risk/reward profiles at a glance, and enable you to showcase any specific characteristic of your management style A widespread media coverage: Citywire, Investment Europe, Agefi/NewsManagers, LeTemps.ch, Option Finance, As Patrimonial, Monthly performance reviews and commentaries: Distributed to over 12000 people in the asset management industry Award ceremonies: amLeague Awards in July, Agefi Awards in October, during the Forum Gestion dActifs 10. amLeague Web & Press Statistics Investable Strategies Q4 2013 WEBSITE Total visits:PRESS 3845 Total amLeague articles issued since inception: 1Y Progression: - 16.48%195 articles 1/3 are Unique Visitors Unique Visitors :143434 articles 1Y Progression: - 6.15% Pageviews:85 articles11059 Top 3 visitors country:17 articlesFrance:57%Switzerland:20%United-Kingdom:8% Language of visit : Total contacts in amLeague database:12124(consultants, FoF Managers, Fund selectors, Institutionals)French:55.73%English :44.27% amLeague newsletter frequency:4 - 5/month+66.05% Total newsletter sent :1291 Y Progression: Newsletter on average explored by 14.9% of receivers 11. Portfolio Managers Focus Spotlight on some amLeague PMs 12. Meet new clients amLeagues Investors Club: In France: 50 investors (pension funds, insurances, corporates, multimanagers,) who contribute to mandate creation and support amLeague Inside products. In Switzerland, 50 pension funds (GIP). amLeague & NewsManagers Roundtables: Every month, NewsManagers organizes a meeting with 2/3 amLeague Asset Managers and 2/3 high-profile institutional investors. These roundtables are the basis of widely-read press articles. amLeague Meetings: A great setting to meet and exchange with investors. Informal and friendly, amLeague meetings take place 3 times a year. amLeague and the press: Many journalists use amLeague to identify interesting Asset Managers, and present them in their articles. 13. amLeague: a powerful tool to advertise and sell your management skills while boosting your traditional sales channels The first Multi Manager Investable Strategies have hit the market in 2012: These products that replicate the amLeague portfolios of multiple asset managers are growing fast, attracting a lot of interest from investors. amLeagues innovative concept is taking off: the Multi Manager replication systems many advantages (complete transparency and flexibility, optimized arbitrage costs, Solva-II compatibility, etc) make it a potentially important distribution channel. Complementarity: Selling your management skills via amLeague will not cannibalize your traditional sales channels. Quite the opposite: amLeagues certification can be granted to any existing fund, as long as the amLeague mandate is an exact replica. In other words, amLeagues website can showcase your existing products performance. Complete confidentiality: Trades or holdings are never disclosed, as described in amLeagues confidentiality agreement. 14. Contact Antoine Briant CEO :[email protected] Vincent Zeller Investor Relations:[email protected] Marija Gogunova Head of Operations:[email protected] more information: www.am-league.com [email protected] amLeague Rue du Cendrier, 24 1201 Geneva, Switzerland Tel.: +41 (0) 22 839 71 20