Asset Management in 2020

ASSET MANAGEMENT IN 2020 $101.7 TRILLION $63.9mum $59.4 $37.3 GLOBAL AUM TO EXCEED $100 TRILLION BY 2020* TRILLION (*EST) TRILLION URBAN POPULATION IS EXPECTED TO GROW BY NOMINAL GLOBAL GDP WILL INCREASE BY 5.15% 75% FROM 3.6 BIL. IN 2010 TO 6.3 BIL. IN 2050 ANNUALLY BETWEEN 2012 AND 2020 120.000 POPULATION (BILLIONS) USD BILLIONS GDP URBAN II 80,000 RURAL 40,000 1950 1970 1990 2010 2030 2050 2004 2008 2012 2016 2020 GLOBAL AUM GROWTH WILL BE DRIVEN BY PENSION FUNDS, HNWIS AND SOVEREIGN WEALTH FUNDS 100 SOVEREIGN WEALTH FUNDS (SWF) I INSURANCE COMPANIES I PENSION FUNDS 80 HNWIS MASS AFFLUENTS 60 2004 2007 2012 2020 "Asset management has long been in the shadows of its cousins in the banking and insurance industries. By 2020, it will have emerged definitively from their shadows." GLOBAL AUM PROJECTION FOR 2020 GLOBAL AUM PROJECTION BY REGION FOR 2020 6.0% 120 O= Compound Annual Growth Rate 100 120 O= Compound Annual Growth Rate 100 6.0% 1.4% 1.4% 11.9% 16.8% (16.8% 12.5% 9.8% 4.4% 5.1% 2004 20 12 I MANDATES IALTERNATIVE INVESTMENTS 2007 2020 2004 2007 2012 2020 MUTUAL FUNDS | NORTH AMERICA I EUROPE IASIA PACIFIC I LATIN AMERICA IMIDDLE EAST AND AFRICA PASSIVE INVESTMENTS TO REACH $22.7 TRILLION BY 2020 $7.3 TRN $22.7 TRN 11% 22% 10% AUM 2012 AUM 2020 $63.9 TRN $101.7 TRN 13% 79% 65% | PASSIVE ALTERNATIVE I ACTIVE SEE HOW KURTOSYS MAKES FUND MARKETING EFFICIENT, INTERACTIVE AND BEAUTIFUL AT WWW.KURTOSYS.COM/FUNDMARKETING KURTOSYS Source: PwC Report "Asset Management 2020" www.pwc.com/assetmanagement © 2014 - Created by Kurtosys Systems based on data by PwC AUM IN USD TRN CLIENT AUM USD TRILLION AUM IN USD TRN 2012 9000