Marketing Communications - Pioneer Global Investments

Marketing Communications - Pioneer Global Investments

Marketing Communications Completed week of 23 – 27 October • Montly Commentaries SalesFocus • New Amundi Spotlight / New Research Materia • Weekly mar...

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Marketing Communications Completed week of 23 – 27 October • Montly Commentaries SalesFocus • New Amundi Spotlight / New Research Materia • Weekly market Review • Material Delivery: Amundi Motiondesign video • Little book of Equity Investing • Best Ideas

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Marketing Communications Pipeline

Owner

Status

Material

• Commentaries end August

MarComms

In Progess

Campaigns

Liquid Alternatives (Collateral/Microsite) • Website – comprehensive review under way

Geraldine

TBC

• 2017 fixed income product focus: EMB, EMB Short-Term, Strategic Income, Euro Strategic Bond • RATI – 5 reasons to invest

Grace

In progress

Geraldine

Complete

Collateral materials for Cross Selling • Presentations for 11 key strategies • Profiles for 11 key strategies

All

Complete

Training Kit • Recording schedule to take place for Day 1 funds.

Grace

Complete

Best Ideas brochure • Capabilities booklet focusing on key funds

All

In progress

Certification • Quiz for Sales to follow training

Grace

In progress

Geraldine

In progress

Investing for Income (Collateral/Microsite)

Amundi Day 1

Institutional Sales Kit • Capabilities booklet • Fund profiles • Presentations

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Marketing Communications

Active Marketing Campaigns LIQUID ALTERNATIVES Liquid Alternatives, Solutions for Challenging Times - our flagship campaign

Day 1 Cross Selling Opportunities

>> Visit our microsite

Everything you need to know about the top strategies in focus from Day 1 and the marketing materials available

INVESTING FOR INCOME *Updated to reflect 2017 targets*

Day 1 Marketing Kit User Guide

>> Access all campaign content >> Read all campaign content

Our campaign addresses why investors need to look beyond traditional sources of return, diversify income sources and choose flexible strategies. >> >>

Visit our International microsite Target Income solutions

>> >>

New Horizon Fixed Income solutions

EMERGING MARKETS DEBT *New collateral available* >> >>

Visit our microsite New blue paper: EM Evolution: Returns May Vary

STRATEGIC INCOME *Updated collateral available* New Fund Teasers and Pitch books

Featuring the key highlights of the strategy (active management, results across the cycle, investment process, team) >> Visit our microsite

*New collateral available*

*New collateral available*

>>

>>

Visit our microsite

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Visit our microsite

Financial Communication Owner(s)

Pipeline

Status

Delivery

Blog

Blog on China economy evolution with Monica Defend

Bertino

Compliance

Target May 16

Macro & Multi-Asset

Asset Class Forecast - Update of AC forecast for institutional investors

Bertino

Close

May 12

Macro & Multi-Asset

Multi Asset - Things to Watch for Multi Asset investors in H2

Bertino/ Marinotti

In progress

Target May 31

Macro & Multi-Asset

Outlook PPT - Presentation on macro economy and investment strategy

Bertino/Liccardo

To start

June 10

Macro & Multi-Asset

MAT - Multi-Asset Themes

Bertino/ Marinotti

To Start

June 10

Campaign

Income Paper - How to find sustainable income for investors’ portfolios - The income Dilemma

Fiorot

In progress

Target May 31

Campaign

Real Asset Income Investing, Update of the piece with Francesco Sandrini on Why Real Asset for Income Investing

Fiorot

To Start

Target TBC

Campaign

Liquid Alternative PPT Update

Fiorot

To Start

Target TBC

Asset class Outlook Multiple Videos Check/Compliance

Bertino

Close

May 12

Video

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Client Portfolio Management CPM

Content and Servicing

Client Proximity and Acquisition •

David Greene

• •

Reema Desai

• •

Commentaries – GMA and China equity Institutional commentaries – Banorte/Banamex (with Dino)

• • • •



Adam MacNulty

• •

Giles Bedford

• • • • • • • •

EME- GEM Income & CGS strategy Deck Capabilities Amundi EM capabilities deck ESB vs OYSter La Clasee Francais EMB – call w Italian client Commentaries Crossroads- Vienna

Dino Debic

• • • •

MAAM Report Spain crossroads presentations EM Outlook – compliance RFP- EMB Morgan Stanley

• • • • • • • •

Other

Preparing a presentation on ARMS/MSG for Citywire event in Gstaad (mid-Sept) Preparing a presentation on Target Controllo for the Amundi Product Day in Paris (mid-Sept) Preparing a presentation on Multi-Asset Investing for a Pensions Age conference in London (Sept 21st) GMATI + RATI Video Recordings Quarterly portfolio update calls + presentations – GMAC & DTI for Deutsche Bank Spain, RATI for Northern Trust US, Pan Asian mandate for Banorte Roadshow prep Roadshow presentations – MA capabilities for Luxembourg 1-1 meetings



GIC prep documents for MA Securities Solutions desk

• • •

IMF MEETINGS IN DC EMB- Final pitch- Kamino 1 GB Hols

Preparation for Frankfurt & Paris Boston on Tour (May 30 – June 1) Preparation for Swiss roadshow (June 13 – 14) Preparation of Retail Marketing Collateral for Amundi (ARMS/MSG) EMB – Taiwanese want call EMB – YS in Madrid Amundi Insti training day 1 EMB- Paris Roadshow EMB- AFP Cuprum in LDN Bartholomy & Valerie in LDN EMB Nagelmackers meeting Yerlan ESB- Mauro in NYC

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Client Portfolio Management CPM

Content and Servicing

Chris Morgan

• • • • • • • •

Commentaries Newsletter Fabio LCL deck GIC deck Standard updates UBS liquidity analysis New slide for Andreas' city wire deck Daiwa DD questions



• • • •

Finalise word piece and presentation for the Renaissance of Europe Finalise material for Crossroads (fund material and thematic presentations) Updating all presentations and commentaries for Q3 Presentation for Q3 review of Myria Prepare script for Renaissance of Europe video Also prepare script for videos on EETI/GETI for this week.

Marina Dicheva

• • • • • • •

Balanced, Conservative, DGF July reports, FOHFs monthly reporting, factsheets, range report, quarterly presentation PAI range, DAF

Tarek Abou Zeid



Deck for Malaysian Client

Client Proximity and Acquisition

Other

Alessandro D’Erme



• • •

Meeting with AFC DAB investmentkongress Follow-up LDI mandate

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

• •

monthly due diligence materials, DR Composite reports compliance,



Carve out on an MA portfolio

Regional Updates Region

Collateral & Marketing Campaigns

Germany



No Update as at 18 Sept

Iberia No Update as at 18 Sept

Web

Events & Roadshows

Advertising & Media



Preparation of different fairs and events: private banking Kongress 14th September, DAB Kongress 21th September, Profi Talk 27th September, German Colloquia 28th September



Advertorials: Structured Finance Congress magazine on “Investing in the context of the operational liquidity cycle



Prepare German versions of new global Pioneer and Amundi Flagship fund presentations and Fund Teasers Preparation for 3 Amundi Product Videos

• •

Profiles in Spanish – review design Presentations in Spanish to proof

• • •

PM roadshows & requests, 1.- Davide Cataldo, 10 &11 October in Madrid 2.- Yerlan & Andreas Wosol 17th & 18th October in Madrid It is almost closed for Crossroad event in Madrid plus 1 day additional (18 for Yerlan & 18 for Wosol) 3.- Cosimo Marasciulo early November. 7 &8



Material for the Crossroads, profile & pitch book for EMB Short Term & David Greene´s bio updated Spanish Website amended Citywire – Amundi Corporate Ad Monthly factsheets & commentaries RTM to Spanish & Portuguese Cliet7ns



Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

• • •

Regional Updates Region

Collateral & Marketing Campaigns

Web

Events & Roadshows

Advertising & Media

London

Institutional • Mallowstreet – work with UK Institutional site to leverage thought pieces. • Q2 Newsletter – issued end July • GSP • Strategic Income for USB – core materials distributed via Paperboy; videos issued as well as presentation and sales aid. • Updating SICAV Strategic Income flyer for Citi UK Wholesale • SICAV version of ARMS monthly report – June report issued end July • Creating SICAV version of new ARMS teaser – Issued end July • Creating SICAV version of new USFG teaser • Creating SICAV version of new SI teaser • Q2 Newsletter – issued end July

UK Wholesale • Review Wholesale website to reflect recent FCA ruling on feeder funds (FoFs now allowed to invest in our SICAV range). This has now been approved by Legal – awaiting web structural changes (delayed)

Institutional • Pensions Age Autumn conference in September – David Greene to present on ARMS capability • Professional Pensions Investment conference in November –David Greene to present on ARMS capability • Confirmed speaking spot on ILS at Irish Pensions Forum – David Greene UK Wholesale • Citywire Wealth Manager Retreat – October – speaker in discussion with Amundi (EM Equity)

Institutional • Entered LAPF awards in two categories Wholesale • EMD video by PA released last week on UK website

No Update as at 14 Aug

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Regional Updates (no updates received for these regions) Region

Collateral & Marketing Campaigns

Web

Events & Roadshows

Netherlands & Nordics Asia

Switzerland Milan France/Lux/Be lgium/Monaco

Amundi Asset Management - International Marketing & Communications weekly update – 23 October 2017

Advertising & Media