Investment Management Services - PowerPoint Deck

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1. Presented by: Name Title Extensive Research, Proven Managers
2. 1 Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae. • Orem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod • Uis nostrum exercitationem ullam corporis suscipit laboriosam nisi • Ipsam voluptatem quia voluptas sit aspernatur auto Who is MPS?
3. 2 “Managers” for over 80 years • Eatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit 146 Team members (in Chicago) • 1100 TFA Shareholders • 127 MTA’s • 18 TAIA (Certified Financial Planners) • 14 CIMA (Certified Investment Managers)
4. 3 Team Members 84 Number of Finances 827 Total Assets $167.8 Direct Assets $14.5 $16.8 Fund-of-Fund Assets
5. 4 How Does TMS Help You and Your Clients? Resources and Knowledge • Nearly 150 team members • More than 2,000 hours per week dedicated to financial research Size and breadth to attract and gain clients • Oversees nearly $571 billion in assets • 264 asset and client relationships Commitment to intensive planning • 650+ meetings per year Independent oversight with a focus on behavior • Investment relationships • Non-investment risk platforms With a diverse lineup of team members and managers Clients
6. IMS Core Investment Philosophy 5 TMS Core Investment Philosophy
7. Auis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut liqsuid ex ea commodi consequatur
8. Beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni doloresthey do
9. Trained and Proven Risk/Return Analysis 1 A Thorough Understanding of Behaviors 2 4 The TMS Process Direct Access to Portfolios Intensive Debate and Learning 3 8 The bottom line – we know risk and assets!
10. 9 What’s Wrong with Looking at Past Achievements? 51 BOTTOM HALF 62 21 BOTTOM QUARTILE BOTTOM DECILE Eritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui
11. Board of Members Risk and Investment Operations Groups 10 Understanding Types Of Risk Our Risk Oversight Framework Explained FTO Office and TMS Night Oversight Tasks Securities Structure Budgets Team Management Manager Compliances Disclosure, Controls, and Procedures Internal Oversight Groups