Investment Experience Since 1928

Transcript

1 Investment Experience Since 1928 Presentation at University of Rome Tor Vergata April 29, 2015 I dati contenuti nel documento sono forniti da Pioneer Investment Management SGRpA che si riserva il diritto di modificare, in ogni momento, le analisi e le informazioni prodotte. Prima dell'adesione leggere il KIID, che il proponente l'investimento deve consegnare prima Pag. della sottoscrizione, 1 I I dati contenuti o il Prospetto nel documento disponibile sono forniti su da Pioneer Investment Management presso SGRpA gli che si riserva il diritto di modificare, in intermediari collocatori ogni momento, e gli le uffici analisi dei e promotori le informazioni finanziari prodotte. autorizzati. Prima dell'adesione I rendimenti leggere passati il KIID, che il proponente l'investimento deve consegnare prima della sottoscrizione, o il Prospetto disponibile su presso gli intermediari non sono indicativi di quelli futuri. collocatori e gli uffici dei promotori finanziari

2 Milestones 1951 Pioneer Fund assets exceed $1 million with 500 investors Pioneer is the first foreign investment fund in Germany 2001 Pioneer Investments sets up an investment center in Singapore 2010 Effective financial crisis management: liquidity always available for all funds 1928 Pioneer Investments was founded by Philip L. Carret Pioneer is the first investment management firm to launch mutual investments in Italy The Pioneer Group Inc. is acquired by Unicredito Italiano S.p.A Pioneer Investments and HypoVerinsbank are merged under the common umbrella of Pioneer Investments Pioneer Investments marks its 85 anniversary Pag. 2 I

3 Pioneer Investments Quick Facts Asset Under Management Countries in which Pioneer operates Major Investment Hubs $244,1 billion globally 28 4 continents Boston, Dublin and London Investment Professionals Global Over 360 Number of Employess Global Over Product Range -Mutual Funds -Closed-End Funds -Offshore Investment Products -Separately Managed Accounts -Retirement Products -Structured Products Source: Pioneer Investments, data as of 31 December, Pag. 3 I

4 Countries in which Pioneer operates US AuM 38,3bn BOSTON OMAHA NEW YORK WEST EUROPE & LATINA AMERICA INTERNATIONAL ITALY AuM 17,8bn AMSTERDAM BERMUDA BUENOS AIRES DANIMARCA LONDRA LUSSEMBURGO MADRID CITTÀ Italy DEL MESSICO MIAMI (OFFSHORE) PARIGI SANTIAGO ZURIGO AuM 104,3bn MILANO GERMANY AuM 17,9bn MONACO AUSTRIA & CEE AUSTRIA AuM 10,9bn VIENNA CEE AuM 6,8bn BRATISLAVA BUCAREST BUDAPEST PRAGA SOFIA ASIA & MIDDLE EAST AuM 5,2bn C MUMBAI PECHINO SINGAPORE SIDNEY TAIPEI TOKYO Source: Pioneer Investments, data as of 31 December, Pag. 4 I

5 A global presence with local insight AUM by ASSET CLASS AUM by PRODUCTS AUM by REGION Source: Pioneer Investments, data as of 31 December, Pag. 5 I

6 Mission Innovative Products MISSIO N A Distinctive Investment Approach Tap into Global Power For over 85 years, Pioneer Investments has been a leading innovator in the investment management industry worldwide. Pag. 6 I

7 Values Excellence Diversity Team Culture VALUE S Integrity Growth Orientation Pioneer corporate values are intrinsic to the way they conduct their business Pag. 7 I

8 Wide range of products to meet the different market needs Balanced funds Funds of funds Guaranteed and protected Asymmetric Payoff Asset Management Liability e LDI Commodities & Gold Dynamic real assets Diversified/Multistrategy Specialized/NIche Europe US Emerging Markets Global & thematic Asia Unconstrained REAL ASSETS FUND OF FUNDS HEDGE MULTI ASSETS EQUITY OUR FIELDS OF EXPERIENCE FIXED INCOME ABSOLUTE RETURN PIONEER S INVESTMENT SOLUTIONS Government bond Investment Grade bond High Yield bond Multisector bond Money Market Tax-free bond Multi-strategy Fixed income Currency Equity Commodities Fund of funds Liquid Alternatives Long/short Pag. 8 I MUTUAL FUNDS ASSET MANAGEMENT INSURANCE PRODUCTS (eg. unit linked) The products and services illustrated here may not be available in all countries. INSTITUTIONAL STRATEGIES DEDICATED SOLUTIONS PENSION FUNDS & RETIREMENT PLANS CONSULTING SERVICES & TRUST SOLUTIONS

9 Awards ITALY BEST FUND HOUSE LARGE FIXED-INTEREST Morningstar Awards EUROPE Fund Awards Austria Best category funds PIONEER FUNDS - EURO AGGREGATE BOND PIONEER FUNDS - EURO BOND PIONEER FUNDS - EUROLAND EQUITY Best Fixed Income Fund House Awards Belgium France Germany Luxembourg The Netherlands The U.K. Luxembourg Portugal Spain Pag. 9 I

10 Awards Feri Euro Rating Awards - Germany Lipper Awards - Germany Cash Financial Advisor Award 2014 Investment Europe Fund Award Irish Pensions Awards 2014 Global Investor Investment Excellence Awards 2014 Premium Brand Survey - Poland Pag. 10 I

11 Investment approach Research Portfolio Managers Risk Management 74 career analysts Focus on specific asset classes Active approach High conviction Portfolio Construction Risk Budgeting Pag. 11 I

12 Career Opportunities Fonte: Pioneer Investments, dati al 31 dicembre Pag. 12 I

13 Searching for quality in the long run There is no substitute for buying quality assets and allowing them to compound over the long term. Patience can produce uncommon profits. Philip Carret Founder of Pioneer Fund Mutual Funds Magazine (1995) Pag. 13 I