BLOOMBERG FOR THE FAMILY OFFICE

A Bloomberg Professional Service Offering

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IDEASFOR GENERATIONS

CONTENTS

02 PARTNER WITH AN INDUSTRY LEADER

04 INSIGHT & INTELLIGENCE

05 IDEA GENERATION & INVESTING WITH IMPACT

06 MANDATES & REAL ASSETS

07 PORTFOLIO & RISK ANALYTICS

08 EXPERTISE & SERVICE

For more than three decades, Bloomberg has helped demanding financial professionals make smarter, more informed decisions. Today, the same high-quality data and insight used by traders, analysts and portfolio managers worldwide informs the specialized tools we have developed for family offices and other high-net-worth investors.

BLOOMBERG FOR THE FAMILY OFFICE

PARTNER WITH AN INDUSTRY LEADERBEYOND DATA, MORE THAN NEWSWhen you think of Bloomberg what comes to mind? High-quality, real-time data? Timely, global business and financial news? Or perhaps the world’s largest, most technologically advanced private network? Indeed, we are all of those things. What you might not know, however, is that the Bloomberg Professional® service offers a broad array of tools that help single- and multi-family offices generate, monitor and protect their wealth. Bloomberg empowers you with the tools you need to successfully implement optimal portfolio and targeted-risk strategies.

UNDERSTANDING SPECIALIZED NEEDSBy listening to what our family office clients value most, we are able to understand their goals for current and future generations. From macroeconomic and industry analysis, investment manager selection and due diligence to risk mitigation and management, performance attribution and reporting, Bloomberg is committed to addressing the inherent complexities of significant wealth and helping our family office clients secure their legacies. As experts in managing business-critical information, we understand the level of privacy and security family offices need.

“ Wealth rarely happens by accident. Leveraging a solution that balances risk with impact ensures it isn’t lost that way.”

— Michael Bloomberg

BLOOMBERG FOR THE FAMILY OFFICE 02 // 03

PARTNER WITH AN INDUSTRY LEADER

» Bloomberg Intelligence

» Bloomberg Briefs

» First Word

» News from 30,000 sources

» Mandates

» Networking & Community

» Manager Selection

» Club Deals & Co-Investments

» Idea Generation

» Securities Screening

» ESG

» Legislative & Regulatory Tracking

• » Portfolio & Risk Analysis

• » Global Multi-asset Class Platform

» Performance Monitoring

» Trade Execution Compliance

ENGAGEMENT

DUE DILIGENCE

INSIGHT

ALLOCATION

INSIGHTFirst to market news that really impacts the financial world is a cornerstone of Bloomberg News, but for the family office it is Bloomberg’s ability to see a story through that truly adds value. With 150 bureaus in 73 countries, the scope of Bloomberg news is unmatched. Covering topics as diverse as population growth in sub-Saharan Africa, the latest technology IPO in Silicon Valley or drought-affected commodity prices, we provide the coverage relevant for long-term investment decisions.

INTELLIGENCE Bloomberg Intelligence offers a unique approach to research–combining the insight of a team of experienced analysts with deep and comprehensive data. Data-rich dashboards and thematic insights offer unsurpassed depth and breadth at the industry, sector and company levels, thus enabling Bloomberg clients to work more efficiently and ensure that they make more informed strategic decisions. Covering more than 100 industries, we put the data, analytics and insight at the fingertips of family offices to facilitate creative investment ideas and simplify strategic and financing decisions.

First Word FIRST <GO> Stories on the equity, fixed income, currencies and oil markets are summarized into bullet points for quick reading and include updates on press releases, important media reports, analyst ratings and other key developments.

Bloomberg Intelligence BI <GO> Unique analyses of the industries, government, litigation and credit factors impacting business.

BLOOMBERG FOR THE FAMILY OFFICE 04 // 05

IDEA GENERATIONSuccessful investment strategies start with ideas, but it is rigorous due diligence that determines their viability. Bloomberg provides a suite of solutions to connect the vital elements of this process. Whether screening for public securities around a theme or conducting sophisticated backtests, Bloomberg gives you the tools necessary to uncover the opportunity in your ideas.

INVESTING WITH IMPACTProtecting the interests of future generations requires a greater understanding of the impact of portfolios than ever before. Bloomberg’s sustainability effort has led to a wealth of environmental, social and governance data that informs investment decisions. Available at both the security and portfolio level, family offices can now feel confident that they understand the impact of their portfolios.

Equity Screening EQS <GO> Screen for companies that meet a customized set of criteria and backtest the results to validate your trade ideas.

Environmental, Social & Governance Resource Center ESG <GO> ESG factors are integrated into our analytics tools, giving users a better understanding of the risks and opportunities associated with potential investments.

MANDATESWhether seeking new managers, investigating emerging strategies or looking to deploy capital into alternative investments with longer track records, Bloomberg’s Mandates solution offers a discreet platform to begin due diligence. When considering club deals or co-investments, our private equity platform offers the potential to find like-minded investors ranging from other families to endowments and more. Moreover, when considering a private investment, we offer a platform for performing comprehensive analysis on the industry in which a company operates—revealing barriers to entry, the dynamics of the sector, macroeconomic drivers, regulatory issues and, ultimately, an exit strategy.

Alternative Investor Search MNDS <GO> Screen for mandates that meet your investment search criteria.

A MULTI-ASSET CLASS PLATFORMThe Bloomberg Professional service covers every asset class—from fixed income to equities, foreign exchange to commodities, derivatives to mortgages—along with execution platforms that deliver the optimal blend of data, integration, connectivity and ease of use to achieve best execution.

Bloomberg Commodity Maps BMAP <GO> Bloomberg Maps enables you to track various categories of commodities from production to pipelines to carbon capture.

BLOOMBERG FOR THE FAMILY OFFICE 06 // 07

PROTECTIONBloomberg’s Portfolio & Risk Analytics solution empowers family offices to take control of the analytics, data and news that impacts their portfolios. Offering unmatched transparency into a portfolio’s performance, characteristics and risk, this multi-asset class solution delivers the insight required to create and execute differentiating investment strategies.

Bloomberg is committed to adding greater clarity to portfolios, thus ensuring confidence in rebalancing decisions. Bloomberg can collectively analyze multiple accounts and measure market-related and security-specific risks. Bloomberg Portfolio & Risk Analytics is fully integrated with the Bloomberg Professional service, which provides unparalleled access to comprehensive market and security data and a broad range of sophisticated tools required by family offices.

Portfolio & Risk Analytics PORT <GO> For a streamlined workflow that includes intraday performance monitoring, fundamental characteristics, historical performance attribution, ex-ante tracking error, scenario analysis and portfolio optimization.

GLOBAL FIXED INCOMEFor more than 30 years, Bloomberg has been the go-to resource for global fixed income investments. Whether monitoring the performance of fixed income markets, comparing current and historical spreads or graphing yield and spread data, Bloomberg offers the most comprehensive and reliable coverage, supported by unmatched security-level data. Country-specific views further demonstrate how our enhanced functionalities and fully integrated platform enable you to manage more information, perform deeper analyses and gain a macro view of the complete fixed income picture.

Fixed Income Credit Monitor FICM <GO> Access intraday, real-time performance of cash bonds within the credit markets, compare spreads and drill down to the issuer and individual security level for deeper analysis.

EXPERTISEBloomberg Business solutions connect industry professionals to an unprecedented level of data, analysis and specialized insight. Our ability to take large amounts of disparate data and news and transform them into useful and actionable insights empowers professionals across industries.

Bloomberg BNAA leading source of legal, tax, regulatory and business information for professionals, Bloomberg BNA delivers expert analysis, news, practice tools and guidance. Bloomberg BNA’s coverage spans the full range of legal practice areas, including tax & accounting, labor & employment, intellectual property, banking & securities, employee benefits, health care, privacy & data security, human resources, and environment, health & safety.

Bloomberg LawBloomberg Law is a legal and business intelligence, news and research system designed for leading legal professionals. Integrating Bloomberg’s renowned news, company and financial data with exceptional primary and secondary legal research and business development tools, Bloomberg Law delivers an advantage to legal professionals who handle the most complex legal matters.

Bloomberg GovernmentBloomberg Government delivers data, analytical tools, news and insight so you can understand the business impacts of government actions. From high-level overviews to granular details, Bloomberg Government conveniently integrates exclusive industry information and insights, up-to-date legislative and regulatory data, searchable contract and grant opportunities, detailed company, state and district profiles, and official source documents.

Bloomberg New Energy FinanceBloomberg New Energy Finance is the world’s foremost provider of industry-leading research and analysis, up-to-the-minute verified news and data on clean energy, low-carbon technologies and the carbon markets. We have the largest team of experts based across Europe, the Americas, Asia and Africa, analyzing and publishing intelligence about the emerging energy markets.

SERVICE Everything we do is delivered with a deep understanding of the family office environment, needs and expectations—built on years of strong relationships. Our content experts are available when you need them, so you can get your questions answered quickly and accurately and make decisions with confidence.

ABOUT THE BLOOMBERGPROFESSIONALSERVICEThe founding vision in 1982 was to create an information services, news and media company that provides business and financial professionals with the tools and data they need on a single all-inclusive platform. The success of Bloomberg is due to the constant innovation of our products, unrivaled dedication to customer service and the unique way in which we constantly adapt to an ever-changing marketplace. The Bloomberg Professional service is a powerful and flexible tool for financial professionals–whatever their needs–in cash and derivatives markets as diverse as equities, currencies, commodities, money markets, government and municipal securities, mortgages, indices, insurance, and legal information. The Bloomberg Professional

service seamlessly integrates the very best in real-time data, news and analytics.

In addition, Bloomberg users benefit from on-demand multimedia content, extensive electronic trading capabilities and a superior communications platform. Bloomberg customers include influential decision makers in finance, business and government. Business and financial professionals recognize the Bloomberg Professional service as the definitive tool for achieving their goals because it offers unparalleled assistance and functionality on a single platform for a single price.

BLOOMBERG FOR THE FAMILY OFFICE 08 // 09

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To learn more about Bloomberg’s Solutions for the Family Office, contact your regional sales representative or visit us at bloomberg.com/professional.: : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : :

BEIJING+86 10 6649 7500

DUBAI+971 4 364 1000

FRANKFURT+49 69 9204 1210

HONG KONG+852 2977 6000

LONDON+44 20 7330 7500

MUMBAI+91 22 6120 3600

NEW YORK+1 212 318 2000

SAN FRANCISCO+1 415 912 2960

SÃO PAULO+55 11 2395 9000

SINGAPORE+65 6212 1000

SYDNEY+61 2 9777 8600

TOKYO+81 3 3201 8900

The data included in these materials are for illustrative purposes only. The BLOOMBERG PROFESSIONAL service, BLOOMBERG Data and Bloomberg Industries (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) in all jurisdictions other than Argentina, Bermuda, China, India, Japan and Korea (the “BLP Countries”). BFLP is a wholly owned subsidiary of Bloomberg L.P. (“BLP”). BLP provides BFLP with global marketing and operational support and service for the Services and distributes the Services either directly or through a non-BFLP subsidiary in the BLP Countries. Certain functionalities distributed via the Services are available only to sophisticated institutional investors and only where the necessary legal clearance has been obtained. BFLP, BLP and their affiliates do not guarantee the accuracy of prices or information in the Services. Nothing in the Services shall constitute or be construed as an offering of financial instruments by BFLP, BLP or their affiliates, or as investment advice or recommendations by BFLP, BLP or their affiliates of an investment strategy or whether or not to “buy”, “sell” or “hold” an investment. Information available via the Services should not be considered as information sufficient upon which to base an investment decision. BLOOMBERG, BLOOMBERG PROFESSIONAL, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG ANYWHERE, BLOOMBERG TRADEBOOK, BLOOMBERG TELEVISION, BLOOMBERG RADIO, BLOOMBERG PRESS and BLOOMBERG.COM are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries. ©2014 Bloomberg Finance L.P. All rights reserved. S534228038 DIG 1114