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AssetDiversifica-on & Interna-onalCustody Panamá,Marchof2017 Index • InOnCapital • PanamaRepublic • ProductsandServices • AssetDiversifica-on • Interna-onalCustody In On Capital • Broker-DealerbasedinPanama • Access to global markets with our open architectureplaLorm(OnlineAccess). • Teamexperienceofover100years • Securityandsolvency • Flexibilityandagility • Independenceandconfiden-ality • Regulatory compliance and an--money launderingpreven-on Panama Republic • Economic,poli-calandtaxstability: q Strategicallylocated q ParityexchangerateBalboa&USD q Territorialitytaxa-on q ProjectedGDPgrowth20175.7% • Solidfinancialsector: q Highlevelsofliquidityinthesector q Importantsupervisor Products We can buy and sell products in different interna-onalmarkets: • Stocks • Bonds • MutualFunds • ETFandderiva-ves(tailormadeproductsif required) • Otheralterna-veproducts(SICAVSIF) • Con-nued study of the client’s financial transforma-onneeds Asset Diversification Defini-onofdiversifica-on: Distribu-ngthetotalamountofinvestmentin different assets in order to reduce porLolio risk. In our opinion, diversifica-on consists in inves-ng not only in classical financial assets such as stocks, bonds, mutual funds or deriva-ves; for us to diversify means to incorporate other assets such as real estate, commodi-esandotherassets. Asset Diversification The total porLolio risk is reduced as more assets are incorporated with different characteris-cs.Assetswithinthesamegroup havealowerdegreeofdiversifica-onamong them,sincethefactorsaffec-ngthepriceare similar. If we incorporate assets of different classes, the specific or unsystema-c risk is reduced. MarketriskremainsintheporLolio. Asset Diversification Customerdiversifica-onprocess: 1) Define investment profile (risk-ques-onnaire investor profile), -me to maturity, currency, liquidityrequiredbytheclient 2) Diversifiedassetselec-on 3) Controloftheinvestmentsandrebalancingif necessary Differentassetscanbemaintainedwithdifferent levelsofrisk,liquidityand-metomaturity.The most important thing is that the porLolio correspondstotheriskprofileoftheclient. Asset Diversification Exampleclient50%Stock/50%FixIncome: 50%FixIncome 40%Stocks 10%Alterna-ve • Fundamental analysis • Timeto maturity? • Currency? • Coupon? • Risk? • Liquidity? • Countries? • MutualFounds? • Fundamental Analysis • Currency? • Dividend? • Liquidity? • Countries? • MutualFunds? • Studiesof differentprojects • Alterna-ve foundsanalysis International Custody We have agreements with interna-onal custodians that allow us to access the main marketswiththebestcondi-ons. It is important for us to diversify our global porLoliosintodifferentcustodians. AssetDiversifica-on & Interna-onalCustody Panamá,Marchof2017