<br />
Investing<br />
with<br />
Purpose<br />
35<br />
INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED ·<br />
NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE<br />
OUTLOOK 2019<br />
Invest<br />
with<br />
Purpo<br />
Stephanie Birrell Luedke | Global H<br />
CITI PRIVATE BANK<br />
ing<br />
se<br />
ead of Citi Investment Management<br />
Aligning your investment activities with personal values and interests can<br />
36 help enable you to seek financial gain while serving the greater good.<br />
At Citi Private Bank, we believe that you<br />
can invest in a manner that aligns with<br />
your values while maintaining quality and<br />
improving investment outcomes. We call this<br />
simultaneous pursuit of financial returns and<br />
societal benefits ‘Investing with Purpose’<br />
(IwP).<br />
The societal benefits that IwP seeks<br />
to achieve fall into three categories:<br />
environm<a title="Outlook 2019-IwP page 1" href="http://viewer.zmags.com/publication/5c8e3223?page=1"> Investing with Purpose 35 </a>
<a title="Outlook 2019-IwP page 2" href="http://viewer.zmags.com/publication/5c8e3223?page=2"> OUTLOOK 2019 Invest with Purpo Stephanie Birrell</a>
<a title="Outlook 2019-IwP page 3" href="http://viewer.zmags.com/publication/5c8e3223?page=3"> Investing with Purpose Our clients’ values</a>
<a title="Outlook 2019-IwP page 4" href="http://viewer.zmags.com/publication/5c8e3223?page=4"> 38 OUTLOOK 2019 </a>
<a title="Outlook 2019-IwP page 5" href="http://viewer.zmags.com/publication/5c8e3223?page=5"> Investing with Purpose FIGURE 1. HIGHER ES</a>
<a title="Outlook 2019-IwP page 6" href="http://viewer.zmags.com/publication/5c8e3223?page=6"> OUTLOOK 2019 ESG equity credentials by country </a>
<a title="Outlook 2019-IwP page 7" href="http://viewer.zmags.com/publication/5c8e3223?page=7"> Investing with Purpose I EUROPE </a>
<a title="Outlook 2019-IwP page 8" href="http://viewer.zmags.com/publication/5c8e3223?page=8"> OUTLOOK 2019 </a>
<a title="Outlook 2019-IwP page 9" href="http://viewer.zmags.com/publication/5c8e3223?page=9"> Investing with Purpose FIGURE 3. THE SPE</a>
<a title="Outlook 2019-IwP page 10" href="http://viewer.zmags.com/publication/5c8e3223?page=10"> OUTLOOK 2019 </a>
<a title="Outlook 2019-IwP page 11" href="http://viewer.zmags.com/publication/5c8e3223?page=11"> Investing with Purpose Our commitment to a be</a>
<a title="Outlook 2019-IwP page 12" href="http://viewer.zmags.com/publication/5c8e3223?page=12"> Glossary ASSET CLASS DEFINITIONS Cash is repre</a>
<a title="Outlook 2019-IwP page 13" href="http://viewer.zmags.com/publication/5c8e3223?page=13"> The Euro Stoxx 600 represents large-, mid- </a>
<a title="Outlook 2019-IwP page 14" href="http://viewer.zmags.com/publication/5c8e3223?page=14"> Disclosures In any instance whe</a>
<a title="Outlook 2019-IwP page 15" href="http://viewer.zmags.com/publication/5c8e3223?page=15"> transactions, the investor considering options sh</a>
<a title="Outlook 2019-IwP page 16" href="http://viewer.zmags.com/publication/5c8e3223?page=16"> may result in a downgrade of a mo</a>
<a title="Outlook 2019-IwP page 17" href="http://viewer.zmags.com/publication/5c8e3223?page=17"> There can be no assurance that the use of any BRR</a>