2014 LFF – Main Partners

The success of Lugano Fund Forum is also due to the important and valued contribution of its Main Partners.

Main Partners 2014 Edition

Aberdeen AM; Blackrock I-Shares: Credit Suisse, Raiffeisen Capital management, UBS Global AM They share with us the event’s goal: the creation of a unique platform to develop business and gain awareness in two important markets, such as Switzerland and Italy.

Aberdeen Asset Management is an independent management company listed on the London stock exchange since 1991. Founded in Aberdeen, Scotland by Martin Gilbert, currently the group’s CEO, it now numbers 33 offices in 25 different countries with more than 2.200 employees. With the acquisition concluded in April 2014 of Scottish Widows Investment Partnership, the Aberdeen Group has become Great Britain’s most important listed independent operator, with almost 402,8 billion euro managed*. Aberdeen is specialised in the management of traditional financial assets on equity and bond markets and is highly active in the direct and indirect management of real estate. As it is not a member of any banking or insurance group, it only deals with the management of third party equity, thus being able to focus exclusively on customer needs, with no conflict of interest. Aberdeen offers various different investment solutions, from segregated mandates to mutual funds and mainly takes a long-term approach based on solid investments identified by means of analysis and proprietary research. The Aberdeen management teams are based in the markets and regions in which they invest, all the time whilst guaranteeing a team approach to ensure an objective, transparent investment process. * Aberdeen Asset Management PLC 30 June 2014

iShares is the world’s leading provider of exchange traded products (ETPs), managed by BlackRock Advisors (UK) Ltd, with total assets of $798.4 billion* globally. Investors can use iShares ETPs to gain a diversified exposure into the performance of key benchmarks and asset classes including: equities, fixed income, commodities as well as alternatives. *ETF Landscape Industry Highlights, BlackRock, end January 2013 BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide.  At March 31, 2013, BlackRock’s AUM was $3.936 trillion.  BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares^®(exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions^®. Headquartered in New York City, as of March 31, 2013, the firm has approximately 10,600 employees in 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

Credit Suisse Asset Management is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies. As an integrated bank, it is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source.

Raiffeisen Capital Management is part of Austria’s largest banking group and a leading asset management company in Austria. Beyond its home market, Raiffeisen Capital Management has been quite active on the international markets for many years and is now a respected player in several European countries.  Raiffeisen Capital Management Austria has an outstanding reputation as bond manager and specialist for Emerging Markets. Headquartered in Vienna, the company currently manages around EUR 30 billion in assets. Raiffeisen Capital Management is focusing on fundamental active management. The fund management pursues the ultimate goal of achieving additional returns for every client whilst complying with defined risk limits. This is accomplished by using a clear, transparent investment process, along with stringent risk monitoring and compliance with risk budgets. The fact that Raiffeisen’s investment funds are managed in teams enables a high level of continuity in performance, and portfolio strategies are implemented in a disciplined manner. Raiffeisen Capital Management has clearly defined core competencies: –  The company has an outstanding reputation in Europe as a bond manager. The Global Fixed Income Team manages traditional products, covering all types of bonds, including sovereign debt, corporates, highyield and Emerging Market debt, but also unconstrained products seeking return in different market cycles. – In the field of equities, Raiffeisen Capital Management has been a pioneer in Eastern Europe and  is today an internationally recognised specialist for Emerging Markets – Finally, our third core competence are multi asset products managed according to an active risk parity approach.

UBS Global Asset Management Switzerland builds bridges between client needs and the investment universe. Our committed service aims to provide clients with collaboration that is pleasant andfocused on success. We combine global expertise with profound knowledge of the Swiss market to develop tailored investment solutions. We have been present in Swit­zerland for more than 40 years and have a detailed know-ledge of the local market and regulatory environment. We also offer our clients direct access to a global network of investment specialists in 24 countries. We use this global investment know-how to generate income in those markets where there is growth. As the largest asset manager in Switzerland, UBS Global Asset Management has the critical mass to meet almost every investment need. Our investment capabilities and services offered are Equities, Fixed Income, Structured Beta & Indexing, Global Investment Solutions, O’Connor (key single manager hedge fund specialist), A&Q Hedge Fund Solutions, Global Real Estate, Infrastructure and Private Equity, Fund Services, Fondcenter, UBS investment foundations (UBS AST). UBS ETFs as a business unit of the UBS Global Asset Management have asset under management amounting to USD 19.5 billion. Thus, UBS is one of Europe’s leading ETF providers in terms of assets under management, and Europe’s second largest provider of physically replicated ETFs (relating to the number of ETFs). UBS ETFs replicate 119 indices and therefore has a broad spectrum of ETFs for all key markets and investment classes (equities, bonds, precious metals, real estate, commodities and alternative investments). UBS ETFs are listed on all of Europe’s leading stock exchanges: on the Borsa Italiana, the German Stock Exchange (XETRA), the London Stock Exchange (LSE), and the SIX Swiss Exchange. Fondcenter is a B2B transaction platform with an open fund architecture allowing you, our partners to conduct all of your fund transactions via a central marketplace. Over 40,000 funds from more than 330 providers are available at this marketplace.