14th ANNUAL PUBLIC RELATIONS EXECUTIVES MEETING Innovative & - - PowerPoint PPT Presentation
14th ANNUAL PUBLIC RELATIONS EXECUTIVES MEETING Innovative & Out-of-the-Box Partnerships Auburn Bell Director June 11, 2014 Brandywine Global ClearBridge Investments Legg Mason Global Equities Group Permal QS
Brandywine Global • ClearBridge Investments • Legg Mason Global Equities Group • Permal • QS Investors Royce & Associates • Western Asset Management
Auburn Bell Director June 11, 2014
AUM UM
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2006 to 2009 2010 to Present 1975 to 2006 1899 to 1974
100+ Years Brokerage and Asset Manager Combined Asset Mgmt Streamlined Asset Mgmt
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1 As of May 21, 2014 2 As of April 30, 2014. Effective April 1, 2014, certain client assets previously reported as AUM have been reclassified to Assets Under Advisement (AUA). As a result of this change $12.4B of AUM are excluded from AUM for the month of April
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Total AUM $702B FYTD 2014 Gross Revenues $2,742M
Data as of March 31, 2014
52% 27% 21%
Fixed Income Equity Liquidity
61% 39%
US Non-US
73% 27%
Institutional Retail
37% 45% 13% 5%
Fixed Income Equity Alternative Liquidity
By Asset Class By Client By Asset Class By Client Domicile
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Category FY12 FY13 FY14 FY15 Education 45% 62% 65% 71% Health/Human 27% 21% 27% 23% Community Dev. 17% 8% 3% 1% Environment 5% 8% 2% 0% Arts/Culture 6% 1% 3% 0% TBD 0% 0% 0% 5% FY12 FY13 FY14 FY15 # of Partners 129 126 120 75
Increased Focus on Education Related Initiatives
A Deeper & More Narrow Focus With Our Partners
For internal use only. Not for distribution to the public.
STRATEGIC FRAMEWORK FOR DEFINING KEY PHILANTHROPIC PARTNERS
Corporate Giving Standard (CGS) 2012 Data. Based on average percentages of CECP members, N=172
0% 5% 10% 15% 20% 25% 30% 35%
Non-Profit Category
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On-Field Check Presentation LM Facebook Page Scoreboard Promotional Support
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Baltimore Business Journal - by Ryan Sharrow Staff Program Launch Media Relations
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