Diapositive 1

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1 - Talented people make the difference!! For more information :

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4 - John Pierpont Morgan(JP Morgan) 4

6 1100% 900% 700% 500% 300% 100% -100% Dec Dec Dec Dec Dec Dec Dec

7 AXAIM Talents Talents, AXA B Talents, Sophia Talents, AXA WF Talents, AXA Talents) 7

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14 Talents (Charles Firmin-Didot) Talents. 12 JP Morgan,, M&A AXA IM Sophia Asset Management. Talents., Talents. AXA IM,,, IT. Guillaume de Corbiac Talents. ESSEC Business School..,,. Alexandre Chapellier Talents ESCP EAP European School of Management.,,.. Florian Cornu Talents. Grenoble Corporate and Market Finance.,,. Ashutosh Soman Talents. Cass Business School Investment Management.., Jay Chow Talents. Bradford Busienss Management Greater China. Matthieu Langeard Talents.. Talents CM-CIC Gestion,,,. 14

,,.. Florian Cornu 2006 4 Talents. Grenoble Corporate and Market Finance.,,. Ashutosh Soman 2005 6 Talents.

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19 1~3% 1% 1%

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23 Sell Buy Buy Buy Source : /AXA IM 23

24 Dell share price since 1988 Buy Source: Bloomberg and AXA IM( ) 24

25 Sell Buy Source : /AXA IM 25

26 Sell Buy Source : /AXA IM 26

27 United Breweries share price over 5 years Buy Source : /AXA IM 27

28 é Buy Source : /AXA IM 28

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31 AXA WF Talents MSCI World* * MSCI World. Source: AXA IM Global Risk Monitor ( ). AXA WF Talents A. 31

32 AXA WF Talents 22% MSCI World* 5% 31% 95% 47% : < 6,100 : > 6,100 < 3.7 : > 3.7 * MSCI World. Source: AXA IM Global Risk Monitor ( ). AXA WF Talents A. 32

33 MSCI World Growth bias - Mid cap bias - Sector bias MSCI :,,, MSCI :, Region bias Asia 20% overweight 20% underweight 33 33

34 % % Year AXA WF Talents A-Cap ($) MSCI World Net ($) % 6.4% % 18.8% % 8.8% % 13.3% % 31.6% % -20.5% 2001* 7.8% -4.7% 2002: 2003: 2005: Source: Bloomberg USD. * ~ ,. 34

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36 (2005 ~ 2006 ) Standard&Poors Fund Rating AA Lipper Investissements Counsel Standard&Poors Fund Rating 5 Star Investissements Counsel Cash&Morningstar 36

37 [] AXA Group

38 AXA Group - 2 AXA 52 * 12 A worldwide presence,,, * Standard & Poor s(aa AA-, ) Moody s (Aa3, ), Fitch(AA AA, ) 107 1,775 & AXA Investment Managers AllianceBernstein *as at 31/12/

39 AXA Group - 6 Top 10 - (31/12/2005) 2,000 1,800 1,710 AXA Group 1,600 1,400 1,200 1, ,283 1,267 1,222 1,206 1, *: Multi-expert Top - (31/12/2005) 2,000 UBS AG Barclays Global Investors Allianz Group State Street Global Fidelity Investments AXA Group Capital Group Crédit Suisse Deutsche Bank AG Vanguard Group - AXA REIM() - AXA Private Equity(PEF) - AXA Framlington(Active) - AXA Rosenberg(Quant base) 1,800 1,600 1,400 1,267 1,200 1, , *: 752 Investment style Allianz Group AXA Group ING Groep NV AIG Global Investment Aviva plc Source: Pensions & Investments / Watson Wyatt Global 500 survey. *As at 31/03/

40 AXA Investment Managers : 743 : 79 2, (,,, ) : : - AXA World Funds - AXA Rosenberg Equity Alpha Trust - Easy ETF : 40

41 AXA IM STOCKHOLM AXA REIM ENDINBURGH AXA Framlington LONDON AXA IM AXA Framlington AXA Private Equity AXA REIM AXA Rosenberg PARIS AXA IM AXA Private Equity AXA REIM LUXEMBOURG AXA IM BRUSSELS AXA IM AXA REIM FRANKFURT AXA IM AXA Private Equity AXA REIM COLOGNE AXA REIM UTRECHT AXA REIM AMSTERDAM AXA IM TORONTO AXA Rosenberg MINNEAPOLIS AXA IM NEW YORK / GREENWICH AXA IM AXA Private Equity AXA Rosenberg TOKYO AXA IM AXA REIM AXA Rosenberg HONG KONG AXA IM AXA Rosenberg ORINDA AXA Rosenberg SINGAPORE AXA IM AXA Private Equity AXA Rosenberg Investment Management Centres & Client Servicing Client Servicing GENEVA AXA IM ZURICH AXA IM AXA PE LISBON AXA REIM MADRID AXA IM AXA REIM MILAN AXA IM AXA REIM AXA PE ROME AXA REIM BUDAPEST AXA REIM QATAR AXA IM SYDNEY AXA Rosenberg 41

Microsoft Word - FinancialWeekly_140211_editing_f.doc

Microsoft Word - FinancialWeekly_140211_editing_f.doc 214. 2. 11 Meritz Financial Team 은행/증권 Analyst 박선호 2-639-2627 sunho.park@meritz.co.kr 보험 Analyst 윤제민 2-639-4611 jemin.yoon@meritz.co.kr RA 은경완 2-639-2697 kyungwan.eun@meritz.co.kr Weekly Top-Picks 하나금융지주(8679)