KBCAM Difference

KBCAM’s business model is underpinned by a strong conviction that investors need to properly diversify and that the most successful investment managers are the ones which adopt a specialised approach. We believe investors, particularly pension funds, need to properly diversify, not just across asset classes but also across investment strategies to generate consistent investment performance with less risk. To meet these needs KBCAM is committed to:

• offering differentiated and innovative products
• employing specialist investment teams

At KBCAM, we believe we have a clear competitive advantage on both fronts. Our Group has the commitment, scale, experience and vision to establish and run very successful autonomous investment teams operating from multiple locations. Our innovative products are now distributed globally with some examples of appointments and distribution arrangements outlined below:

• U.S.A. - Calvert, the large SRI mutual fund provider appointed KBCAM to manage an Alternative Energy mutual fund
  
  
• Canada - BMO appointed KBCAM to sub advise a Global Dividend mutual fund
  
  
• Japan - Mitsubishi UFJ appointed KBCAM to manage a Water fund distributed throughout MUFJ's network in Japan
  
  
• Korea - KBCAM's Water and Alternative Energy Funds distributed through various channels raising over USD 800m in 2007
  
  
• Ireland - Bank of Ireland, the 2nd largest domestic bank agreed to distribute the KBC Innovator fund (diversified alternatives)
  
  
• U.S.A. - First Focus International Equity mutual fund sub advised by KBCAM for GARP EAFE mandate
  
  
• U.S.A. - mandates from numerous statewide and local pension funds for Dividend Plus, Water and Alternative Energy strategies
  
  

The graphic below depicts how we provide different investment products that are aimed at exploiting different types of inefficiencies across markets and are sensitive to different factors and events. With markets expected to increase in volatility and returns expected to moderate, we believe generalist Investment Managers will struggle. Properly diversifying across a variety of specialist approaches is the best way to reduce risk and achieve consistency of out performance.