戴德梁行的ppt.ppt

Agenda The Team Your Objectives Who Are ? Who Are ? What Do We Do? What Do We Do? Balanced Performance Balanced Performance Balanced Performance Balanced Performance Balanced Performance Occupier Focused Philosophy Occupier Focused Philosophy Strategy Strategy Occupier Focused Philosophy Investment Investment Occupier Focused Philosophy Occupier Focused Philosophy Occupier Focused Occupier Focused Philosophy Occupier Focused Philosophy Execution Stock Sourcing 2001 - 2005 1,500 UK Staff Portfolio Approach Client Service Approach DTZ Approach Strategic Fit Strategic Fit Strategic Fit Judging Panel commenting on DTZ’s award in the Asset Management category We were impressed with the wide range of tactics applied to a number of different assets classes and the strength and fit of skills sets employed to deliver strong results. Management Strategy Investment Occupier Focused Management Strategy Investment Occupier Focused Philosophy Superior Performance Execution 1,500 UK Staff Strategic Fit William Mather, Group Pensions Executive, Imperial Tobacco Pensions Fund …Tony and the team have been fantastic. Off Market On Market Occupier Focused Philosophy Superior Performance Execution 1,500 UK Staff Strategic Fit LocalKnowledge StockSourcing StockEvaluation Management Occupier Focused Philosophy Superior Performance Execution 1,500 UK Staff Strategic Fit Investment Choice Client Requirements Investment Choice Client Requirements Client Requirements 4% Real ￡440m 75:25 4% Real ￡440m 75:25 Management Strategy Investment 4% Real ￡440m 75:25 Occupier Focused Philosophy Superior Performance Execution 1,500 UK Staff Strategic Fit Core Centre - Edinburgh Improving location – between Princes St George St Multi-use Multi-let Invest in property 10% of total AUM ￡425M UK Diversified portfolio At least 70% directly owned Absolute return benchmark RPI +4% Appoint a suitable manager To achieve these objectives Fully discretionary