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PRCMCTER FNDlNC
Monoy, or cosb on bono, is lbo mosl ligoio ossol. /moil Finvosl bols romolors oy
lovoroqinq lboir oxislinq sboro boloinq lo mool lboir oosinoss rogoiromonls socb os
oxonsion ono oivorsiicolion o oosinoss linos. Promolors con olso oso lbis ocilily lo
lboir slo|o in lbo comony lo|inq oovonloqo o lowor mor|ol ricos. Forlbormoro,
no olbor collolorol or socorilios oro nooooo os oooilionol socorily.
LC/N /C/lNST SECRlTlES
nloc| yoor inonciol ossols. To|o oovonloqo o invoslmonl oorlonilios. Wilb
/moil Finvosls loons oqoinsl socorilios ocilily oqoinsl orovoo sboros ono molool
onos, yoo con orcboso oooilionol socorilios wilbool sollinq yoor lonq-lorm
invoslmonls. noor lbis ocilily, lbo invoslor only nooos lo oy o orl o lbo lolol
orcboso voloo, wbilo /moil Finvosl inoncos lbo oolonco.
ESCP FlN/NClNC
For on omloyoo, lbo oiqqosl woollb croolion oorlonily comos rom ESCPs. Tbol is
olso o comonys woy o roworoinq ono roloininq |oy slo momoors. ESCP onoinq
is o loon ocilily ooroo oqoinsl vosloo sboros ollolloo lo omloyoos. Tbis rovioos on
omloyoo on inslonl lino o crooil.
lPC FlN/NClNC
/moil Finvosl oors yoo lbo oorlonily lo lovoroqo yoor own onos in rimory
mor|ols oy only invoslinq o morqinol omoonl. Wo rovioo loons or sooscrilion in
lbo lPCs o ogoily sboros so yoo con incrooso lbo ollolmonl goonlom moniolo.
1%)&
Wilbin o oocooo o incolion, /moil slonos omonqsl lbo ro-ominonl inonciol
sorvicos irms in lnoio. Wilb inlornolionol ooc|inq oy Clnvosl, lbo qroo bos
omorqoo os o lbooqbl loooor in lbo inonciol sorvicos soclrom.
Tbo ooininq voloo o /moil is olso wbol bos ooon oor mosl sooqbl olor goolily.
Cor ooilily lo soo| sololions ooscoroo oy loyors o comloxily. To oiscorn sbor
onlroronooriol insiqbls.
To|o o loo| ol lbo oo|oininq oqo. Wbol oo yoo soo
/ ooncb o ronoom oloc| sboos scolloroo oroono Tbo oovioos.
Now onoorlb lbo biooon ollorn.
oo will soo o oroclly cooroinoloo loom, rowinq o conoo lo viclory.
7KH$PELW*URXS
Colossol slo|os. Mo|o or oroo| oocisions. /ccoloroloo limolinos. Tronsoclions
o mino-ooqqlinq comloxily. Koy loyors srooo ocross lbo qlooo. /no lbo
sololions oro noilbor oosy nor slorinq ono in lbo oco. /l /moil Cororolo
Finonco, socb oro lbo cbollonqos wo lbrivo on.
Cor oislinqoisboo clionl orlolio conslilolos lbo wbos wbo rom lnoion oosinoss
qroos ono Forlono 5CC comonios - onlorrisos lbol on|oy o loooorsbi osilion
wilbin lboir rosoclivo inooslrios in lnoio ono ocross lbo qlooo. Wo bovo sloooily
bolo oor ron|s in looqoo loolos os ono o lbo lo invoslmonl oon|s in lbo coonlry.
Cor orlo. incisivo, oomoin oxorliso-ooc|oo insiqbls lbol rovioo nooolooinl
sbor voloo roosilions in Morqors ono /cgoisilions, Egoily Coilol Mor|ols
ono /llornolo Coilol Roisinq.
Cor moosoro o soccoss. lbo ocbiovomonl o yoor qools.
Cosl o qlonco ol lbo oo|oininq oqo. Wbol is lbis icloro
Tbo onswor will nol sloro yoo in lbo oco. \iow il wilb incisivo insiqbl.
oo will soo o qrocool coolo ooncinq in lonoom.
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Tbo qroolosl slronqlb o /moil Proqmo is oor nooncoo onoorslonoinq o |oy
oosinoss onclions lbol ollows os lo ioonliy roclicol sololions lo rool worlo
rooloms. Cor bonos-on oxorionco ocross vorioos inooslrios is ovoiloolo lo oor
orlolio comonios. ll is oor oolio lbol osl-qrowinq onlorrisos will nooo lo ooilo
ono slronqlbon sysloms, rocossos, looms, ono oronos lo comolo in lnoio ono
inlornolionol mor|ols.
/s o Privolo Egoily Fono, wo ovoloolo ono comlomonl lbo oosinoss slronqlbs o
oor orlolio comonios - oolb oorolionolly ono inonciolly. Wo onoolo
comonios lo omorqo os siqniiconl loyors in lboir rosoclivo soqmonls, ooc|inq
lbom wilb coilol ono rool worlo oorolinq oxorionco.
lN\ESTlNC lN THE SPlRlT CF ENTREPRENERSHlP
8osinoss ovololion rosolls in conlinooo qrowlb. Wo soorl lbo oosinoss vision o
oor orlolio comonios wilb croolivo ono roqmolic iniliolivos on lbo mony
comlox issoos lbol o qrowinq oosinoss ocos.
Enqoqinq on o conlinool oosis ono ossisloo oy oor onclionol oxorliso ono
oomoin |nowlooqo, wo onoolo yoonq oosinossos lo ooilo biqb orormonco
looms, lronsilion lo imrovoo rocossos, ooilo slronq oronos ono oonoil rom
now qrowlb oorlonilios.
Wo soorl loooors o lomorrow. yoonq onlroronoors wilb o iro lo qrow, lo ooilo
oronos, lo sol now slonooros.
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MERCERS, /CClSlTlCNS, Dl\ESTlTRES
Slroloqic orsoclivos on lbo oconomy ono oosinossos, rooclivo iooolion, ooo
|nowlooqo, o nolwor| o rololionsbis in lbo lnoion cororolo ono inonciol worlo
ono on onvioos lroc| rocoro. Cor M&/ roclico is inoooo onigooly osilionoo.

Hovinq monoqoo comlox lronsoclions inclooinq morqors o lisloo onlilios, qloool
inooono ono oolooono ocgoisilions, oomoslic consolioolions, rionoly ono boslilo
lo|oovors, oio ooonco, sboroboloor roorqonizolion o lnoion oosinoss qroos, qloool
conqlomorolos oorolinq in lnoio, il bos ooon slronqlbonoo oy bonos-on oxorionco.

Cor comololivo |nowlooqo in morqors, ocgoisilions, slroloqic orlnorsbis,
oivosliloros, ono roslroclorinqs ocross inooslrios is oy or lbo oosl in lbo iolo.
/LTERN/TE C/PlT/L R/lSlNC
From lbo limo wbon rivolo ogoily irsl loocboo lnoion sboros ovor o oocooo oqo,
/moil bos ionooroo slronq rololionsbis wilb rivolo coilol rovioors. qloool
rivolo ogoily onos, lnoio-ocosoo rivolo ogoily onos, rool oslolo onos, Flls,
mozzonino onos, booqo onos ono qloool oon|s.

Cor |nowlooqo ono oxorioncos in ioonliyinq lbo riqbl coilol or oor clionls
ocross rooocls ollow os lo oooross oll oor clionls coilol nooos, socb os
ocgoisilion inoncinq, ooyools, lovoroqo ooyools, qrowlb coilol, oislrossoo ossols
inoncinq, rocoilolizolion, ro-lPC locomonls, sboroboloor inoncinq, ono so on.
EClT C/PlT/L M/RKETS
Wo soorl oor clionls ocgoisilions ono qrowlb oy roisinq coilol lbrooqb oor occoss
lo oolic mor|ols. Forlbormoro, wo lovoroqo oor occloimoo roqololory ono rocooorol
|now-bow lo croolo innovolivo slrocloros oliqnoo lo sociic oosinoss lons.
Wo olso rovioo oovisory ono morcbonl oon|inq sorvicos rololoo lo lPCs, Cooliioo
lnslilolionol Plocomonls, FCC8s, Riqbls lssoos, oon oors onoor lbo SE8l lo|oovor
cooo, oolislinq oors, ooy-ooc| oors ono ogoily locomonls.
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8on|inq, Finonciol Sorvicos ono lnsoronco
Cbomicols
Enqinoorinq
FMCC
lnormolion Tocbnoloqy
lnroslrocloro
Loqislics
Mooio ono Enlorloinmonl
Molols ono Mininq
Cil ono Cos
Pbormocoolicols ono Hoollbcoro
Rool Eslolo
Tronsorlolion
Myrioo inonciol inslilolions. Evon moro oivorso inlormooiorios. Wilb ovory soorco
lbrowinq oioronl nomoors ol yoo, lbo ormololions ono comoinolions o
ossioililios oro lroly mollilox. 1oqqlinq yoor woy lbrooqb lbis mozo is o ooonlinq
los|. ll lo|os on oosorvonl mino lo lo|o o comrobonsivo viow o lbo mor|ols.
/no lbon ooviso rooomos ono slroloqios lo mo|o lbo riqbl invoslmonls.
/moil lnslilolionol Egoilios ocosos on biqb goolily oovico ooc|oo oy in-oolb
invoslmonl rosoorcb, onsorinq wo oro woll-locoo lo sol oorlonilios wbicb
oolivor rosolls.
Wo covor o wioo ronqo o sorvicos or oll invoslor coloqorios in lbis iolo inclooinq
loooinq oomoslic ono inlornolionol inslilolionol invoslors socb os onsion onos,
booqo onos, molool onos, insoronco comonios ono oon|s.
Wo oro cororolo momoors o oolb 8omooy Sloc| Excbonqo ono Nolionol Sloc|
Excbonqo o lnoio.
Now lo|o o loo| ol lbo oo|oininq oqo.
Do yoo soo onylbinq wilbin lbo in| olols
Cnly o losb o insiqbl will sbow yoo lbo imoqo o o mon rioinq o qolloinq ooll.
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lN\ESTMENT /PPRC/CH
Discrolionory ono monoqomonl is oosoo on lbo onoomonlol lonq-sborl locbnigoo
o ogoily invoslmonls. ll rolios oxlonsivoly on invoslmonl lboorios inclooinq
onoomonlol onolysis, locbnicol slooios ono momonlom lrooinq iooos.
Wo comoino on oclivo oynomic rocoss o lbo lonq ono sborl wilbin o woll-ooinoo
ris| romowor|. ll is moniloroo roqolorly oy on inooonoonl invoslmonl ono
ris| monoqor wilbin /moil. Tbrooqb roqolor monilorinq, orormonco onolysis,
consollolion ono ooloiloo roorls, clionls oro |ol o lo oolo wilb orlolio orormonco.
TCP DCWN, 8CTTCM P
/moil bos lbo ossonliol rosoorcb sysloms in loco lo onolyzo rosocls or
roilooilily oolb goolilolivoly ono goonlilolivoly. Wo loo| ol ovory onqlo. oo il
lbrooqb onoomonlol rosoorcb, locbnicol rosoorcb or mor|ol inlolliqonco. Wilb
ooo imorlonco lo mocro oclors ono inooslry ovorloy, wo conoocl comony visils,
oiscossions wilb ocooomicions, inooslry oxorls os woll os soll-sioo onolysls lo
ormolizo oor rocommonoolions.
/moil lnvoslmonl /ovisory qoioos invoslmonls lbrooqb oomoslic PMS rooocls
socb os /moil /scono, /moil Congoor ono /moil Roiqn ono os soo-oovisors lo
lbo oovisors o /moil Fronlior Fono.
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lNSlCl\E RESE/RCH
Exlonsivo rosoorcb lbol rovioos voloo-onboncinq iooos orm lbo ooc|oono o oor
oosinoss. Wo oso o lo-oown oroocb lbol irsl scons lbo oconomy, loo|inq or
invoslmonl cyclos wilb o lbomolic ocos lo oolocl locrolivo soclors ono sol biqb
ororminq comonios wilbin lboso soclors.
lnsiqblol onolysis cooloo wilb oor rololionsbis wilb cororolo monoqomonl rovioos
yoo lbo goolily o inonciol inormolion crociol lo oolivor olimom rolorn on yoor
invoslmonls. /moil is ono o lbo ow oomoslic loyors lbol incororolos qloool mor|ol
oolo inlo oor roqionol rosoorcb. Cor rosoorcb bos ooon consislonlly roloo oy /sio
Monoy ono lnslilolionol lnvoslor.
Cor rooiclions bovo o rovon lroc| o ooinq consislonl wilb mor|ol orormonco. Wo
oro |nown or illorinq ono oolivorinq oxlromoly slronq iooos rom oor wioo orroy o
rosoorcb rooocls - oolb locbnicol ono oorivolivo.
CLlENT CRlENT/TlCN
Wo soorl oor clionls wilb o slronq oislrioolion nolwor| ono |oy rololionsbis wilb
oomoslic ono inlornolionol inslilolions. Tbis onoolos lbo solos loom lo ocililolo
lronsoclions, oloc| lrooos ono lows, ovon in illigoio sloc|s.
Cor solos ocos is oiviooo qooqrobicolly. /sio-Pociic, K, Eoroo ono lnoio.
Domoslicolly, wo oro woll onlroncboo wilb noorly oll o lbo lorqosl molool onos in lnoio.
lnlornolionolly, wo covor mony Eorooon mor|ols slill rololivoly onlooo oy olbor
lnoion boosos.
Wo oor comlolo onqioilily o /DRs/CDRs, slrocloroo rooocls in oorivolivos soqmonl
os woll os locomonl ono synoicolion o lPCs, ClPs, FCC8s os woll os /DRs/CDRs.
/ll oor sorvicos oro oliqnoo lo bol yoo mo|o biqbor rolorns on yoor invoslmonls.
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/olomooilos
8on|inq ono Finonco
Coilol Cooos
Conslroclion
FMCC
lnroslrocloro ono Enqinoorinq
Mooio
Molols
Mio Cos
Cil ono Cos
Rool Eslolo
Solworo
Tolocommonicolions
lililios
Horos o loo| ol lbo oloro. Finonciol lorqols. Sociolol rosonsioililios. Sirilool
nooos. /no o orsonol goosl lo croolinq somolbinq lbol will oollosl qonorolions.
Cools nol only bol mo|o oollor oocisions, lboy qivo yoor lios wor| oroso.
/moil Privolo Woollb is slrocloroo oroono yoo ono yoor nooos. Cor soono oovico
oims lo onsoro lbol yoor ossols oro soo nol |osl or now, ool olso or oloro
qonorolions. Wilb woollb monoqomonl ono soccossion lonninq, lbis oxclosivo
oovisory sorvico colors lo ollro biqb nol worlb inoivioools ono omilios ocross oll
ossol clossos.
Cor oxorioncoo orsonol woollb monoqors oro s|illoo ol lronslolinq yoor qools
inlo soono inonciol lons. Wo ooliovo lbol onoorslonoinq yoor orsonol nooos is
ol lbo boorl o oovoloinq o lonq-lorm orlnorsbi oosoo on molool lrosl. /l ovory
oinl o limo, wo oro conscioos o lbo nooo or ooclivo ris| monoqomonl ono
woollb roloclion.
Now oss o qlonco ovor lbo oo|oininq loco.
Con yoo ino ony ollorn /ny imoqo
ll wonl qivo o ils socrol in ono qlonco.
Loo| oqoin ono yoo will soo lbo imoqo o ocroools in on ocl o comlolo lrosl os
lboy wow o circos oooionco.
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\/LE ENH/NCEMENT
Cor orsonol woollb monoqors oon| on lboir ocomon lo rovioo soono oovico lo
lronslolo yoor lio qools inlo inonciol soccoss. Tbroo qoioinq rincilos oirocl oor
wor| - rolocl, qrow ono oislrioolo.
/moil oxocolos woll cbol|oo ool slroloqios lbrooqb vorioos lox lonninq ono
invoslmonl lonninq moosoros. /moil Privolo Woollb olso orows on lbo oxlonsivo
s|ill ooso wilbin lbo /moil Croo comonios lo ossisl wilb oocision-mo|inq in lbo
mony inonciol oroos, lrooilionolly nol covoroo in lbis soco.
RlSK MlTlC/TlCN
Wo oro corool ooool wbom wo onlrosl wilb lbo los| o sloorinq yoor invoslmonls.
Cor loom oroocbos invoslmonls rom on onlroronooriol orsoclivo lo oolivor
qrowlb wbilo onooovoorinq lo sooqooro lbo ooso.
Cor rocoss is conloroo on slroloqic ossol ollocolion - yoor olimol comoinolion
o ogoilios, oorivolivo lrooinq slroloqios, slrocloroo rooocls ono moro sociolizoo
invoslmonls lo rovioo qrowlb ono incomo ol o lovol o ris| yoo ool comorloolo wilb.
FTRE-PRCCF DlSTRl8TlCN
8oyono oovico, oor rolo oocomos ono o lbo ocililolor wbo con soqroqolo lbo
ioco inlo oosololo loyors oolwoon lbo croolor o woollb, monoqor, invoslmonl
oovisor ono lbo oonoiciorios - so lbol lbo inlorosls oro olwoys rolocloo.
/ oiq orl o soccossion lonninq is in lbo orono o loqol, qovornmonlol ono
occoonloncy. Toworos lbis ono, wo moinloin o soloclion o ro-volloo oooicoloo
sociolisls os lbiro-orly sorvico rovioors. Tbis onoolos os lo rovioo coslomizoo
sololions lbol inclooo lrosl ormolion ono will croolion. /ooilionolly, lbo sorvico
rovioors will bol imlomonl lbo rocommonooo slrocloro ono monoqo lbo
ossocioloo ioociory ono oominislrolivo rogoiromonls.
3ULYDWH:HDOWK
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Egoilios
Fixoo lncomo
Fonoinq
lnlornolionol lnvoslmonls
Lio ono Conorol lnsoronco
Molool Fonos
N8FC
Porlolio Monoqomonl Sorvicos
Privolo Egoily
Rool Eslolo
Slrocloroo Prooocls
6HUYLFHV
Doosilory
Eslolo Plonninq
Finonciol Plonninq
lnlornolionol ono Domoslic - lnvoslmonl Slroloqy
Privolo Trosl Formolion
Ris| Monoqomonl
Tox Plonninq
Woollb Monoqomonl
Will Croolion
Tbo worlo oconomy is loo|inq Eosl. /l ils conlro lios lnoio. /no rioinq lbis wovo
is yoo. /s yoo wilnoss on osorqo in woollb croolion oorlonilios, so oro lbo
comloxilios in inoinq lbo riqbl qolowoy. No mor|ol is os roworoinq o
orosiqbl ono or os conlomlooos o binosiqbl os lbo sloc| mor|ol. ll lo|os
oqilily ono insiqbl lo ioonliy lbo riqbl oorlonily ol lbo riqbl limo.
/moil lnvoslmonl /ovisory is onigooly locoo lo bol inslilolions ono biqb nol
worlb inoivioools oonoil rom lbo oynomism o lbo lnoion ogoily mor|ols oy
sloorinq lboir invoslmonls. Wo oro commilloo lo rovioinq lbo biqbosl lovol o
sorvico ono invoslmonl oxorliso. Cor scbomos ocos on ris| ossossmonl, voloo
onboncomonl ono woollb roloclion.
Poss on oyo ovor lbo oo|oininq loco.
Wbol oo yoo soo ls il cloor
Loo| o lilllo closor lo ino on orcbors loxoo oow oiminq or bis lorqol.
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lNSlCl\E RESE/RCH
Exlonsivo rosoorcb lbol rovioos voloo-onboncinq iooos orm lbo ooc|oono o oor
oosinoss. Wo oso o lo-oown oroocb lbol irsl scons lbo oconomy, loo|inq or
invoslmonl cyclos wilb o lbomolic ocos lo oolocl locrolivo soclors ono sol biqb
ororminq comonios wilbin lboso soclors.
lnsiqblol onolysis cooloo wilb oor rololionsbis wilb cororolo monoqomonl rovioos
yoo lbo goolily o inonciol inormolion crociol lo oolivor olimom rolorn on yoor
invoslmonls. /moil is ono o lbo ow oomoslic loyors lbol incororolos qloool mor|ol
oolo inlo oor roqionol rosoorcb. Cor rosoorcb bos ooon consislonlly roloo oy /sio
Monoy ono lnslilolionol lnvoslor.
Cor rooiclions bovo o rovon lroc| o ooinq consislonl wilb mor|ol orormonco. Wo
oro |nown or illorinq ono oolivorinq oxlromoly slronq iooos rom oor wioo orroy o
rosoorcb rooocls - oolb locbnicol ono oorivolivo.
CLlENT CRlENT/TlCN
Wo soorl oor clionls wilb o slronq oislrioolion nolwor| ono |oy rololionsbis wilb
oomoslic ono inlornolionol inslilolions. Tbis onoolos lbo solos loom lo ocililolo
lronsoclions, oloc| lrooos ono lows, ovon in illigoio sloc|s.
Cor solos ocos is oiviooo qooqrobicolly. /sio-Pociic, K, Eoroo ono lnoio.
Domoslicolly, wo oro woll onlroncboo wilb noorly oll o lbo lorqosl molool onos in lnoio.
lnlornolionolly, wo covor mony Eorooon mor|ols slill rololivoly onlooo oy olbor
lnoion boosos.
Wo oor comlolo onqioilily o /DRs/CDRs, slrocloroo rooocls in oorivolivos soqmonl
os woll os locomonl ono synoicolion o lPCs, ClPs, FCC8s os woll os /DRs/CDRs.
/ll oor sorvicos oro oliqnoo lo bol yoo mo|o biqbor rolorns on yoor invoslmonls.
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lN\ESTMENT /PPRC/CH
Discrolionory ono monoqomonl is oosoo on lbo onoomonlol lonq-sborl locbnigoo
o ogoily invoslmonls. ll rolios oxlonsivoly on invoslmonl lboorios inclooinq
onoomonlol onolysis, locbnicol slooios ono momonlom lrooinq iooos.
Wo comoino on oclivo oynomic rocoss o lbo lonq ono sborl wilbin o woll-ooinoo
ris| romowor|. ll is moniloroo roqolorly oy on inooonoonl invoslmonl ono
ris| monoqor wilbin /moil. Tbrooqb roqolor monilorinq, orormonco onolysis,
consollolion ono ooloiloo roorls, clionls oro |ol o lo oolo wilb orlolio orormonco.
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/moil bos lbo ossonliol rosoorcb sysloms in loco lo onolyzo rosocls or
roilooilily oolb goolilolivoly ono goonlilolivoly. Wo loo| ol ovory onqlo. oo il
lbrooqb onoomonlol rosoorcb, locbnicol rosoorcb or mor|ol inlolliqonco. Wilb
ooo imorlonco lo mocro oclors ono inooslry ovorloy, wo conoocl comony visils,
oiscossions wilb ocooomicions, inooslry oxorls os woll os soll-sioo onolysls lo
ormolizo oor rocommonoolions.
/moil lnvoslmonl /ovisory qoioos invoslmonls lbrooqb oomoslic PMS rooocls
socb os /moil /scono, /moil Congoor ono /moil Roiqn ono os soo-oovisors lo
lbo oovisors o /moil Fronlior Fono.
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/moil /scono
/moil /scono is o ris|-oo|osloo orlolio, monoqoo wilb lbo oo|oclivo
o qonorolinq oosololo rolorns ovor o orioo o limo oy lo|inq o
lonq-sborl oroocb. lnvoslmonls son lbo qomol o Egoilios, Foloros
ono Clions [Dorivolivos}, Molool Fonos ono Monoy Mor|ol lnslromonls
omonq olbors. Tbo osoqo o oorivolivo rooocls ono lronsoclions will
oo lo moximizo roils ono will nol oo limiloo lo sinqlo rooocl slroloqy ool
olso inclooo lronsoclions or lbo oroso o booqinq ono orlolio roooloncinq.
/moil Congoor
/moil Congoor oims lo oo o biqbly loxiolo invoslmonl olion ocross
lbo orooo soclrom o lorqo, mio ono smoll co sloc|s. To qonorolo
consislonl rolorns ovor lbo lonq lorm, lbo Porlolio Monoqor ioonliios
oorlonilios in comonios lbol bovo o comollinq lonq-lorm qrowlb
oios ono osos oorivolivo rooocls ono lronsoclions lo moximizo roils.
lnvoslmonls son oll Socorilios inclooinq Cosb Egoilios, Foloros ono
Clions, Monoy Mor|ol lnslromonls, Molool Fonos, ono so on lo
mo|o lbo oosl o ovoiloolo mor|ol oorlonilios.
/moil Roiqn
Toilor-mooo or NRl ono cororolo clionls, /moil Roiqn oims lo sol
invoslmonl oorlonilios in onoomonlolly slronq oosinossos lbol oro
ovoiloolo ol roosonoolo voloolions. Tbo ono invosls in biqb goolily
ossols ocross o ronqo o inooslrios wilb limo borizons ronqinq rom 1-3
yoors. Tbo Porlolio Monoqor invosls in ollroclivo rimory mor|ol
issoos or lonq-lorm orliciolion, wboro sloc|s wilb o comoinolion o
ollroclivo P/E ono qrowlb rolo woolo oo consiooroo.
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/moil Fronlior Fono
/moil Fronlior Fono is on lnoio-oooicoloo lonq-sborl ogoily booqo ono
oosoo ool o Moorilios, onooovoorinq lo rovioo soicionl booqos lo
woolbor lbo vololilily o lnoios sloc| mor|ol. /s soo-oovisors, wo rovioo
non-oinoinq oovico lo lbo oovisors o /moil Fronlior Fono lbol woolo bol
lbo monoqors lo oxocolo roiloolo lrooinq iooos oosoo on insiqblol
rosoorcb ono onoomonlol ossossmonl.
Tbo oislinclivo goolily o o yoonq comony is lbo rosb o ooronolin lbol orivos ils
oolo. Tboy onorqizo qrowlb, roollinq lbo oosinoss lo oxcilinq now lovols o
orormonco ono ocbiovomonl. Doonlinq cbollonqos oro orl or lbo coorso. Tbo
goosl lo innovolo, ooilo o rocoss orivon orqonizolion, scolo now boiqbls ono
simollonooosly oovolo, ocos, onqoqo ono onlboso looms.
/l /moil Proqmo, oor Privolo Egoily orm, o |oon oosinoss sonso ono ooo
soclorol oxorliso bol os onoorslono ono oooross lbo qrowlb concorns o
ooooinq comonios. Wo rovioo nol |osl coilol, ool sbor onclionol s|ills bonoo
oy yoors o cross-inooslry oxorionco. /moil Proqmo bols yoonq oosinossos
mo|o oiq loos wilbool lriinq on lbo oor.
Cosl o qlonco ol lbo oo|oininq oqo.
Do yoo soo o ollorn omorqinq
l lbo qozo is sbor ono s|illol yoo will sol lbo moonloin climoor scolinq lbo oo|
ooly oiooo oy o rolioolo orlnor.
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Slroloqic orsoclivos on lbo oconomy ono oosinossos, rooclivo iooolion, ooo
|nowlooqo, o nolwor| o rololionsbis in lbo lnoion cororolo ono inonciol worlo
ono on onvioos lroc| rocoro. Cor M&/ roclico is inoooo onigooly osilionoo.

Hovinq monoqoo comlox lronsoclions inclooinq morqors o lisloo onlilios, qloool
inooono ono oolooono ocgoisilions, oomoslic consolioolions, rionoly ono boslilo
lo|oovors, oio ooonco, sboroboloor roorqonizolion o lnoion oosinoss qroos, qloool
conqlomorolos oorolinq in lnoio, il bos ooon slronqlbonoo oy bonos-on oxorionco.

Cor comololivo |nowlooqo in morqors, ocgoisilions, slroloqic orlnorsbis,
oivosliloros, ono roslroclorinqs ocross inooslrios is oy or lbo oosl in lbo iolo.
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From lbo limo wbon rivolo ogoily irsl loocboo lnoion sboros ovor o oocooo oqo,
/moil bos ionooroo slronq rololionsbis wilb rivolo coilol rovioors. qloool
rivolo ogoily onos, lnoio-ocosoo rivolo ogoily onos, rool oslolo onos, Flls,
mozzonino onos, booqo onos ono qloool oon|s.

Cor |nowlooqo ono oxorioncos in ioonliyinq lbo riqbl coilol or oor clionls
ocross rooocls ollow os lo oooross oll oor clionls coilol nooos, socb os
ocgoisilion inoncinq, ooyools, lovoroqo ooyools, qrowlb coilol, oislrossoo ossols
inoncinq, rocoilolizolion, ro-lPC locomonls, sboroboloor inoncinq, ono so on.
EClT C/PlT/L M/RKETS
Wo soorl oor clionls ocgoisilions ono qrowlb oy roisinq coilol lbrooqb oor occoss
lo oolic mor|ols. Forlbormoro, wo lovoroqo oor occloimoo roqololory ono rocooorol
|now-bow lo croolo innovolivo slrocloros oliqnoo lo sociic oosinoss lons.
Wo olso rovioo oovisory ono morcbonl oon|inq sorvicos rololoo lo lPCs, Cooliioo
lnslilolionol Plocomonls, FCC8s, Riqbls lssoos, oon oors onoor lbo SE8l lo|oovor
cooo, oolislinq oors, ooy-ooc| oors ono ogoily locomonls.
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Tbo qroolosl slronqlb o /moil Proqmo is oor nooncoo onoorslonoinq o |oy
oosinoss onclions lbol ollows os lo ioonliy roclicol sololions lo rool worlo
rooloms. Cor bonos-on oxorionco ocross vorioos inooslrios is ovoiloolo lo oor
orlolio comonios. ll is oor oolio lbol osl-qrowinq onlorrisos will nooo lo ooilo
ono slronqlbon sysloms, rocossos, looms, ono oronos lo comolo in lnoio ono
inlornolionol mor|ols.
/s o Privolo Egoily Fono, wo ovoloolo ono comlomonl lbo oosinoss slronqlbs o
oor orlolio comonios - oolb oorolionolly ono inonciolly. Wo onoolo
comonios lo omorqo os siqniiconl loyors in lboir rosoclivo soqmonls, ooc|inq
lbom wilb coilol ono rool worlo oorolinq oxorionco.
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8osinoss ovololion rosolls in conlinooo qrowlb. Wo soorl lbo oosinoss vision o
oor orlolio comonios wilb croolivo ono roqmolic iniliolivos on lbo mony
comlox issoos lbol o qrowinq oosinoss ocos.
Enqoqinq on o conlinool oosis ono ossisloo oy oor onclionol oxorliso ono
oomoin |nowlooqo, wo onoolo yoonq oosinossos lo ooilo biqb orormonco
looms, lronsilion lo imrovoo rocossos, ooilo slronq oronos ono oonoil rom
now qrowlb oorlonilios.
Wo soorl loooors o lomorrow. yoonq onlroronoors wilb o iro lo qrow, lo ooilo
oronos, lo sol now slonooros.
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lnoio-oooicoloo, mio-mor|ol comonios
lN\ESTMENT P/R/METERS
lnvoslmonl sizo.
Tic|ol sizo oolwoon SD 8-1CMM
8osinoss Poromolors.
Rovonoos in lbo ronqo o SD 5-3CMM ono roiloolo
lnvoslmonl Sloqo.
Crowlb Sloqo
lnvoslmonl Focos.
Fooo ono 8ovoroqos
Enlorloinmonl ono Loisoro
Hoollbcoro ono Wollnoss
Loqislics
lnroslrocloro soorloo sorvicos
Ligoioily QRXQ. 1. Tbo nooo o ovory orqonisolion lo mool sborl-lorm ooliqolions.
2. Tbo mor|olooilily o yoor ossols. 3. Tbo boly qroil o ooclivo oosinoss monoqomonl.
/moil Finvosl onoorslonos yoor nooos lo bol yoo olill ligoioily rogoiromonls.
Wo oor vorioos rooocls ono sorvicos wilb o closo ocos on clionl rogoiromonls
wbilo oosiqninq oor rooocls. Tboso oro lPC onoinq, loon oqoinsl socorilios,
romolor onoinq, morqin onoinq, ESCP inoncinq ono so on.
For os, ovory clionl, inooonoonl o sizo, is imorlonl. Cor loom oors rosb
locbnicol insiqbls or inoncinq invoslmonls in lbo coilol mor|ol, oosoo on oor
ricb oxorionco o bonolinq innomoroolo clionls o vorioos sizos.
Wbol oo yoo soo on lbo oo|oininq oqo
lnsocl lbo visool wilb insiqbl ono yoo will soo o liqblbooso qoioinq lbo woy
or lbo ooolmon.
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Monoy, or cosb on bono, is lbo mosl ligoio ossol. /moil Finvosl bols romolors oy
lovoroqinq lboir oxislinq sboro boloinq lo mool lboir oosinoss rogoiromonls socb os
oxonsion ono oivorsiicolion o oosinoss linos. Promolors con olso oso lbis ocilily lo
lboir slo|o in lbo comony lo|inq oovonloqo o lowor mor|ol ricos. Forlbormoro,
no olbor collolorol or socorilios oro nooooo os oooilionol socorily.
LC/N /C/lNST SECRlTlES
nloc| yoor inonciol ossols. To|o oovonloqo o invoslmonl oorlonilios. Wilb
/moil Finvosls loons oqoinsl socorilios ocilily oqoinsl orovoo sboros ono molool
onos, yoo con orcboso oooilionol socorilios wilbool sollinq yoor lonq-lorm
invoslmonls. noor lbis ocilily, lbo invoslor only nooos lo oy o orl o lbo lolol
orcboso voloo, wbilo /moil Finvosl inoncos lbo oolonco.
ESCP FlN/NClNC
For on omloyoo, lbo oiqqosl woollb croolion oorlonily comos rom ESCPs. Tbol is
olso o comonys woy o roworoinq ono roloininq |oy slo momoors. ESCP onoinq
is o loon ocilily ooroo oqoinsl vosloo sboros ollolloo lo omloyoos. Tbis rovioos on
omloyoo on inslonl lino o crooil.
lPC FlN/NClNC
/moil Finvosl oors yoo lbo oorlonily lo lovoroqo yoor own onos in rimory
mor|ols oy only invoslinq o morqinol omoonl. Wo rovioo loons or sooscrilion in
lbo lPCs o ogoily sboros so yoo con incrooso lbo ollolmonl goonlom moniolo.
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/moils oxorliso is no lonqor roslricloo lo lbo oomoslic oomoin. Clnvosl,
Colors loooinq invoslmonl oon|, bos ocgoiroo 25 slo|o in /moil Croo
- ils irsl invoslmonl in lnoio.
Clnvosl is o worlo-closs invoslmonl oon| oorolinq onoor Sborioo comlionl
slrocloros, wilb lbo biqbosl slonooros o qovornonco ono lronsoroncy. Tbo
Clnvosl sboroboloor slrocloro inclooos Color lslomic 8on| os woll os olbor
inslilolionol invoslors, ono rominonl biqb nol worlb inoivioools rom ocross lbo
roqion. Tboir lolorm oors o orooo ronqo o oxorliso lo oolivor o biqb voloo
sorvico soomlossly covorinq clionl nooos ocross Mioolo Eosl, Tor|oy, Soolb &
Soolb Eosl /sio ono /rico.
Ponmoro Coroon ono Tbin|Egoily, soosioiorios o Clnvosl in lbo K ono S
rosoclivoly, will rovioo lronsollonlic lolorms or /moils sorvicos. invoslmonl
oon|inq, invoslmonl monoqomonl, inslilolionol solos ono lrooinq, ogoily rosoorcb,
rivolo clionl sorvicos ono woollb oovisory, oro|oroqo, ono so on. Tbis orlnorsbi
orlbor slronqlbons oor nolwor| wilb cororolos ono biqb nol worlb inoivioools
ocross lbo Col Cooorolion Cooncil coonlrios ono lbo inlornolionol orono.
Exonoinq rom ils coro oosinoss o invoslmonl oon|inq inlo oroos li|o socorilios
oro|oroqo, woollb monoqomonl, ono monoqomonl, rivolo ogoily, /moil is on
ils woy lo oocominq ono o lbo mosl onigoo ono voloo orivon inonciol irms.
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