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World (shade-able) Ungroup map to select and shade one or more countries Approach Although some players are global the market currently operates on a local basis - large differences exist between financial systems and structures in different regions - so though the overall answer has been looked at globally - analysis must be carried out at a local level to understand outcomes - this presentation focuses on Europe - the US is used for comparison purposes Winning has been assessed in terms of size and growth (RTS has been looked at briefly) Complexity in answering the question “who is winning the race for retail assets?” also lies in the varying accounting treatments for different financial products. e.g. deposits lie on the balance sheet whilst mutual funds lie off balance sheet but are captured in assets under management e.g. insurance lies in both balance sheet and assets under management e.g. Retail brokerage can only be captured by company accounts Added to this is the extreme difficulty in separating the retail and institutional components of an individual players asset base. The information is not commonly disclosed - in fact the well regarded Watson Wyatt P&I AUM ranking list is based on an industrywide survey and they have tried and failed to separate retail and institutional components for publication. Focusing on AUM does however mitigate the factor as the institutional assets are predominantly pension funds (indirect retail assets) Therefore, the approach centres on looking at the player asset base using different measures (balance sheet assets and AUM) and looking at retail savings and investment distributions for key regions as supporting evidence Selecting the 180 players 180 players were selected to cover the world’s largest financial services players by total assets and assets under management An initial list was developed based on balance sheet assets of $20bn. Then additions were made based on assets under management based on a cut-off of $50bn (the difference in cut-off points was due to the large number of institutions at the $20 to 50bn level by AUM) Notable exceptions to the list are likely to include US retail brokers who do not have large balance sheet assets or AUM (e.g. E*trade). However, major brokerages in the US are included (Schwab, Merrill and MSDWD) and the major brokerages in the EU are banks. Broking is not a major concern as it is clearly an area where insurers have lost out to either retail brokers or banks or both Selecting the key regions Countries selected to cover 80% of GDP The focus is on the EU with the US as a comparative Japan was de-emphasised because of the industry upheaval (corruption scandals), the economic fundamentals (recession, near zero interest rates) and the largely closed nature of the industry (few foreign players - although brokerages have been acquired and mutual fund companies have entered in the last year and a half as deregulation began) © Accenture 2001

North America (shade-able) Ungroup map to select and shade one or more countries

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Africa (shade-able) Ungroup map to select and shade one or more countries

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East Asia (shade-able) Ungroup map to select and shade one or more countries

South-east Asia and Australia (shade-able) Ungroup map to select and shade one or more countries

Regions - United States (shade-able) Ungroup map to select and shade one or more countries

Brazil - states (shade-able) Brazil – regions (not shade-able) Regions – Brazil Ungroup map to select and shade one or more countries Brazil - states (shade-able) Brazil – regions (not shade-able)

Regions – EU (shade-able) Ungroup map to select and shade one or more countries

Project phases Text © Accenture 2001

Process chart Phase 1 Phase 2 Phase 3 Phase 4 Name of phase 4 Timing Key Tasks 2 weeks Task 1 Task 2 Task 3 4 weeks 3 weeks © Accenture 2001

Implementation plan Activities per phase Text Phase 1 Review Phase 2

Gantt chart 1 Dec Nov Oct Sept Aug July Jun May Apr Mar Feb Jan Project 1 Project 1a Project 1b Project 2 Project 2a Project 2b Project 3 Project 3a Project 3b © Accenture 2001

Gantt chart 2 Dec Nov Oct Sept Aug July Jun May Apr Mar Feb Jan Project 1 Project 1a Project 1b Project 2 Project 2a Project 2b Project 3 Project 3a Project 3b © Accenture 2001

Gantt chart 3 13.03.02 15.05.02 Jun May Apr Mar Feb Jan Step 1 Step 2 100 Phase 1 Key decision points 200 Phase 2 300 Phase 3 © Accenture 2001

Gantt chart 4 Jun May Apr Mar Feb Jan Step 1 Step 2 Step 3 Step 4 100 Phase 1 200 Phase 2 300 Phase 3 Key decision points 13.03.02 15.05.02 © Accenture 2001

Organization chart The ABCD Company © Accenture 2001 CEO Name CEO Name Dep. 1 SVP Department 1 Name Title Name Dep. 2 SVP Department 2 Name Dep. 3 SVP Department 3 Name Dep. 4 SVP Department 4 Name Dep. 5 SVP Department 5 © Accenture 2001

Parallel chart Text © Accenture 2001

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Subject Matter Experts Project organisation 2 Team 1 Team 3 Steering Committee Text Team 2 Project Management QA Subject Matter Experts © Accenture 2001

Credential template 1 <Client name> Client background Business challenge How Accenture helped Value delivered Text

Credential template 2 <Client name> Client background Business challenge How Accenture helped Value delivered Text

Resume English Professional background <Mr Mrs Ms Name> is a <Level> in our <City> <Mkt Unit> Market Unit, assigned to the <Svc Line> Service Line, and is the <Accenture role>. Before joining Accenture, < Mr Mrs Ms Name > was <Role> with <Prior Experience> in <Industry>. <Roles and Responsibilities at Prior Employer>. < Mr Mrs Ms Name > most recently consulted to the <Market or Industry> industries. < Mr. Mrs. Ms. Name > received a <Type of Undergraduate Degree> from <School Name> and an <Type of Graduate Degree> from <School Name> . Functional expertise Industry expertise Sales/Sales force effectiveness Organization design Customer service Consumer/Industrial products and services Retail banking Managed healthcare Tips: (for information only; not part of standards, delete when finished) Resume should be limited to one page Relevant Experience entries should be no more than 1-2 sentences Relevant experience Major multi-specialty physician group: Coordinated the work of a multi-disciplinary team to design a national organization, including the establishment of centralized functions and shared services. Leading health maintenance organization: Conducted competitive analysis and identified critical industry success factors to assess future market positioning for client. Top branded computer manufacturer: Analyzed and identified future trends in the publishing industry to recommend a market positioning strategy for a new Internet server product. Major retail bank: Developed business case to cost-justify self-service technology and advised bank on marketing strategy to ensure successful implementation. © Accenture 2001

Resume German Berufliche Qualifikation <Herr/Frau Name> ist ein <Level> in unserer <Stadt> <Mkt Unit> Market Unit, der <Svc Line> Service Line zugewiesen und ist <Tätigkeit> bei Accenture. Vor seiner Tätigkeit bei Accenture war <Herr/Frau Name> <Tätigkeit> bei <Unternehmen> in der <Branche>. <Tätigkeit und Verantwortlichkeit bei früherem Arbeitgeber>. <Herr/Frau Name> war in der letzten Zeit als Berater für <Markt oder Branche> eingesetzt. <Herr/Frau Name> hat einen Abschluss als <Universitätsabschluss> von der <Name der Universität>. Sachkenntnisse Branchenkenntnisse Sales/Sales Force Effectiveness Organisationsgestaltung Kundenservice Consumer/Industrial Products and Services Bankenwesen Gesundheitswesen Tips: (for information only; not part of standards, delete when finished) Resume should be limited to one page Relevant Experience entries should be no more than 1-2 sentences Relevante Erfahrung Größere Privatklinik mit mehreren Fachabteilungen: Koordination eines fachübergreifenden Teams mit dem Ziel, eine nationale Organisation einschließlich der Entwicklung von zentralisierten Aufgaben und Shared Services zu entwerfen. Führendes Unternehmen im Gesundheitswesen: Durchführung einer Wettbewerbsanalyse und Identifizierung von kritischen Erfolgsfaktoren zur Bewertung der künftigen Marktpositionierung des Kunden. Weltbekannter Computerhersteller: Analyse und Identifikation künftiger Trends in der Verlagsbranche zur Empfehlung einer Marktpositionierungsstrategie für ein neues Internet-Server-Produkt © Accenture 2001

Resume - further languages Should you have access to resume templates in other languages than the above, the Quick Presentation Toolkit team would appreciate your assistance. You can contact us at ASG Strategy Graphics@accenture.com We are looking forward to receiving your help.

Confidentiality clause (e.g. for proposals) - English This document and the information contained therein may not be used for any purpose other than the evaluation of the offer made herein. The evaluation may only be carried out by the relevant persons within the recipient's internal organization. This document or the information contained therein may under no circumstances be made available to any third party. N.B. Please check the wording with your local Legal Department © Accenture 2001

Confidentiality clause (e.g. for proposals) - German Dieses Angebot oder die darin enthaltenen Informationen dürfen ausschließlich zu Zwecken der Bewertung des darin gemachten Angebotes verwendet werden. Diese Bewertung darf nur von den zuständigen Personen innerhalb der internen Organisation des Angebotsnehmers durchgeführt werden. Dieses Angebot oder die darin enthaltenen Informationen dürfen unter keinen Umständen Dritten zugänglich gemacht werden. N.B. Please check the wording with your local Legal Department © Accenture 2001

Confidentiality clause - Further languages Should you have access to confidentiality clauses in other languages than the above, the Quick Presentation Toolkit team would appreciate your assistance. You can contact us at ASG Strategy Graphics@accenture.com We are looking forward to receiving your help.

Breakdown

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Press clippings/quotes 1 “Quotation...” Source “Quotation...” Source “Quotation...” Source © Accenture 2001

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Standard Visuals: Static Objects - Trees Quick Presentation Toolkit Version 4.0

Horizontal issue tree - symmetric Text © Accenture 2001

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Mapping - horizontal Text © Accenture 2001

Comment text Heading Price Text Revenue Volume Staff Economic Value Other Heading Text Costs Asset Utilization © Accenture 2001

Fade-outs and cover-ups Use this box to cover in-active or non-relevant parts of a slide, e.g. project phases out of scope. This area is optimized for black & white printing. Phase 1 Text Phase 2 Text Phase 3 Text

Duration, milestones and tick 13.03.02 Milestone object The above diamond shape will not change its size when line is stretched Duration line object Tick character:  3-4 weeks This object can be stretched to its required width. © Accenture 2001

Arrows and movements © Accenture 2001

Discontinuous axis marks Place one of these objects on a graph’s axis or bar to advise about a discontinuous scale Examples: 30 50 300

Legends N.B. Avoid legends by placing text on chart if possible Text text text text text text Text text text text text text Text text text text text text Text text text text text text Text text text text text text Text text text text text text Text text text text text text Text text text text text text Text text text text text text

Harvey-ball legends Place one of these legend boxes next to a Harvey Ball chart; rename if required Excellent - very poor Satisfactory Good Very poor Poor Excellent Excellent Satisfactory Poor Very poor Good Excellent Satisfactory Poor Very poor Good Very high - very low Very high Medium Low Very low High Very high High Medium Very high Medium Low Very low High Low Very low

Quick manual pie chart Text Text Text Instructions: 1 Click onto the blue parts of the pie chart 2 Adjust filling size by moving the yellow markers Group pie chart, adjust size and copy it into your presentation Important: Only use this object in cases you quickly need a pie chart with illustrative data It is preferable to use PowerPoint chart objects with real, underlying data See the Charts library in the Visuals menu of the QPT toolbar Text Text Text