The slide communicates that most people globally believe combating climate change is a shared duty among individuals, businesses, and governments. While agreement is still high, it has declined from previous years. Visuals simplify key message segments by stakeholder.

The slide analyzes the operational scope and governance models of Shared Service Centers (SSCs). It presents data on the number of functions performed by SSCs and the preferred governance structures, indicating trends towards multifunctionality and hybrid models.

This slide highlights survey responses on CHQ functional distribution trends. While global spreading has stagnated, decentralization into business units and the use of shared service centers are rising. Commentary explains strategic implications.

Details strategies and plans for optimizing the footprint of shared services centers, highlighting cost and talent factors.

Focuses on the expanding scope of shared services, particularly in functions performed, useful for strategic planning and development of service centers.

The slide presents key findings from a 2017 survey on shared services, focusing on governance and operational priorities such as cost and timeliness of services. It’s used to compare changes in priorities over time and their impact on business strategies.

Discusses strategies and approaches to implementing shared services, focusing on timing and standardization processes. It can be used to guide strategic planning and risk management during the transition to shared services.

This slide discusses the ownership of shared services processes and the roles of global process owners. It highlights the adoption rate by company size and key roles.

Analyzes the annual productivity improvements and cost savings achieved through shared services, useful for evaluating operational efficiency and financial performance in organizational settings.

Evaluates future strategic directions for shared services, including increases in scope and capacity. This slide is useful for discussions on long-term planning and the integration of technology in service delivery.

Provides an overview of industry responses to a global survey, focusing on shared services and sectoral breakdown.

The slide addresses the future of shared utilities in risk management, focusing on areas like AI model risk management and data governance for centralized teams.

This slide evaluates how alignment of values affects trust. Cultural differences are evident, with Western countries generally placing less emphasis than Eastern ones.

Summarizes global shareholder activism campaigns from 2016 to Q1 2025. Notes a 17% YoY increase in campaign activity and a strong start to 2025. Includes number of companies targeted and average values. Highlights continued investor interest despite volatility.

The slide outlines key areas of focus for shareholder activism and the trends in activism campaigns over recent years, emphasizing the sectors most targeted by activists.

Summarizes the bank's shareholder distribution strategy, showing past data and future targets, suitable for discussions on financial planning and shareholder engagement.

The slide discusses Deutsche Bank's commitment to increasing shareholder distributions, including share buybacks and dividends from 2022 to 2026. It highlights specific figures and projections for payouts and capital generation.

Illustrates Deutsche Bank's strategy for increasing shareholder payouts, showing historical data and future projections.

Highlights plans and performance regarding shareholder distributions.

Illustrates Deutsche Bank's historical and future shareholder distribution plans, emphasizing increased dividends and buy-backs.

Discusses the alignment of interests between Permian Resources' management and shareholders, with details on equity ownership and compensation strategies.

Describes Deutsche Bank’s ongoing capital return strategy via dividends and share buybacks. Shows payout trajectory and guidance for 2024–2026. Notes €1.4bn income in Q1 2024 and buyback activity as supporting these distributions.

This slide outlines Deutsche Bank’s strategy to increase shareholder distributions through dividends and share buybacks. It shows a trajectory aiming for €8bn in distributions from FY 2021–2026, including a proposed €0.68 dividend for FY 2024 and €750m in buybacks for 2025.

Reviews the substantial amounts returned to shareholders through dividends and share repurchases, underscoring the company's commitment to shareholder returns.

Analyzes Clorox's shareholder returns from FY13 to FY18, showing how it compares to competitors and the broader market, emphasizing strong financial performance. Useful for investor relations and financial analysis.

The slide compares the total shareholder return of tech-forward companies with other companies, using a line graph to illustrate performance over different periods.

Highlights the exceptional shareholder returns generated by the company over a decade, comparing favorably against industry peers and market averages.

Detailing the shareholder return policy with a focus on dividends and share buy-backs, this slide outlines Michelin's financial commitment towards its shareholders. It is likely used in annual general meetings or investor briefings to discuss shareholder value and financial strategies.

Analyzes the impact of COVID-19 on shareholder returns across different sectors, distinguishing between those that have managed to mitigate impacts effectively.

Analyzes Eaton's performance in shareholder returns compared to broader market indices and a peer group, useful for investors and financial analysts.

The slide explores the shift in corporate priorities between growth investments and shareholder returns, emphasizing the impact of rising rates on dividends and buybacks. It suggests a re-evaluation of growth versus shareholder return strategies. This slide is suitable for discussions on strategic planning and corporate finance.

Assesses year-to-date shareholder returns across industries. Despite the COVID-19 impact, many sectors (e.g., High Tech, Healthcare, Pharma) show full or partial recovery. Commercial aerospace and banks remain laggards.

The slide highlights Macquarie's outperformance compared to the ASX200 and MSCI World Capital Markets Index, focusing on the shareholder value generated over time. It is used to show Macquarie's long-term financial growth and its comparison with major indices for investor insights.

This slide highlights Booz Allen's market performance, illustrating total shareholder returns compared to core peers and broader indexes. It underscores the company's strong financial performance and effective capital management over different periods.

This slide illustrates Macquarie's long-term shareholder value creation, juxtaposing historical outperformance against market indices. Tailored for current and potential investors analyzing past and prospective returns.

Analyzes shareholder returns over two decades, showing how companies with higher resilience tend to marginally outperform across economic cycles.

Shows year-to-date shareholder returns for various sectors, indicating performance spread within each sector and identifying sectoral winners in a downturn.

Showcases the variability of shareholder returns within industries, highlighting that even companies within the same sector can experience widely different financial performances. Designed for risk analysis within sectors.

Describes STRATEC’s shareholder composition as of January 2024: 59.7% free float and 40.3% fixed/family ownership. Lists key institutional investors and outlines stock details including IPO year, market cap, and current share price.

Highlights Deutsche Bank’s shareholder value creation strategy through capital distributions and buybacks. TBV/share increased 21% from FY21 to FY24. Future payout targets total €8bn by 2026, with €2.1bn already announced for 2025.

This slide shows share price changes (indexed to 2019) for various card issuers as of May 2023. It compares pure card players, card specialists, and diversified issuers. Players with high exposure to credit card loans (e.g., Bread) saw mixed or negative performance, while Amex had the highest gain.

The slide focuses on the rising share prices of challenger sportswear brands like Asics, On, and Deckers in 2024, contrasting with weaker performance from incumbents such as Nike and Puma. The chart tracks indexed share prices from January to September 2024. The narrative emphasizes the need for incumbents to revamp strategies to stay competitive.

The slide provides an overview of Fresenius' share price trends, analyst recommendations, and the shareholder structure by investor type and region.

Analyzes share price recovery across industries post-COVID-19, highlighting which sectors have bounced back or still struggle.

The slide presents rental price trends as leading indicators for shelter inflation in the U.S. It shows these indicators have declined ahead of CPI shelter, suggesting continued moderation in 2025. This is relevant for inflation expectations and interest rate decisions.

Details the volume and types of commodities transported globally by a shipping company in 2022, highlighting its role in global trade and operational focus on diverse commodity transport.

This slide explains the moderate but volatile growth in container shipping in 2024. It cites economic indicators, fluctuating global trade volumes, and geopolitical disruptions. Charts depict rate movements and highlight COVID, war, and crises impacting freight costs.

This slide examines global shipping costs and port call durations, highlighting trends across different regions. It is intended to provide insights into the shipping industry’s pricing and operational efficiencies.

The slide explains why shipping has lagged in decarbonization—due to margin and tech maturity issues—but now faces growing pressure from regulations and customers. It outlines opportunities like new fuels and tech.

This slide analyzes the growth projections for different vessel types in the drybulk sector and identifies major market catalysts affecting this industry.

This slide projects energy consumption in the shipping industry, highlighting the role of biofuels as the only reliable alternative for decarbonization, and analyzing the economic competitiveness and industry environment.

This slide analyzes trends in the shipping industry, focusing on the decline in ship financing by banks and changes in the global fleet size over the past decade.

Depicts changes in import container volumes at key US ports from 2019–2025, noting a decline in West Coast ports due to April tariff shifts. Notes China's dominance in import origin volumes, with Long Beach and LA most affected.

Highlights leading categories in luxury fashion.

Explains the three-step approach to data-led customer engagement using the SHoP framework.

Analyzes shopper sentiment regarding holiday spending and household financial situations over a decade, showing trends and changes in economic confidence.

Discusses the trend of consumers switching shopping platforms for better prices and quality, based on a Southeast Asian survey.

The slide details the changes in global consumer shopping behavior during COVID-19, with a high percentage of consumers trying new shopping methods and intending to continue them.

This slide shows that 73% of German consumers changed their shopping behavior in the past 3 months. A significant number tried private-label brands, switched retailers or brands, or adopted new digital shopping methods. The slide also outlines consumers' future plans, with 40% intending to continue or adopt new behaviors. The data highlights the extent of consumer adaptation amidst price increases.

This slide presents the usage of different shopping channels over time, emphasizing the growth in mobile shopping. Useful for tracking changes in consumer shopping behavior.

Highlights the evolving nature of shopping experiences and consumer preferences between online and offline channels, emphasizing the impact of technological advancements on retail strategies.

The slide explores why consumers in the Middle East choose to shop in physical stores, highlighting preferences like checking product quality, enjoying the shopping experience, and avoiding online issues.

Analyzes the shopping and return behavior of different age groups, highlighting the proportion of high and low-intensity shoppers and returners among them.

The slide indicates that shopping malls are the primary purchase channels for domestic offline sales in luxury markets, with pop-up stores also contributing significantly. It shows the percentage breakdown for various purchase channels.

The slide analyzes generational gaps in shopping priorities, focusing on aspects like convenience, health, safety, price, and quality, with a focus on ESG factors.

The slide explains how consumer spending habits vary based on the shopping period, emphasizing higher spending by early shoppers before Thanksgiving compared to late shoppers.

The slide presents data on consumer perceptions of emerging shopping technologies, highlighting the percentage of users who find each technology useful while shopping. It emphasizes the gaps in technology adoption and usefulness.

Drugstore shoppers exhibit greater willingness to pay for sustainable products, particularly in home and personal care. The trend suggests higher alignment of health-conscious shopping habits with sustainability values.

Consumers shopping at supermarkets show slightly higher willingness to pay for sustainability across food and non-food categories compared to discount shoppers. The difference is modest but consistent across all segments.

Consumers who regularly shop at weekly markets value sustainability more, especially for fresh food categories. They also exhibit higher willingness to pay premiums, unlike discount and supermarket shoppers where differentiation has diminished.

This slide visualizes how short-term GDP impacts from US tariffs vary by country. Most economies show negative deviations due to disrupted trade flows. Vietnam and China are most affected, with global GDP contracting by up to 0.7% under "Divide and Deal".

Discusses the short-term factors affecting different sectors of the company, useful for risk management and forecasting. It provides an analysis of the impact of market conditions on various business areas.

Shows the strong performance of the Greek short-term rental market in 2022, including a revenue rebound in 2021 and demand pacing by country for the June-September period. It discusses occupancy rates and trends across various Greek destinations.

Shows the strong performance of the Greek short-term rental market in 2022, including a revenue rebound in 2021 and demand pacing by country for the June-September period. It discusses occupancy rates and trends across various Greek destinations.

The slide analyzes survey data on the impact of short-term rental regulations, indicating how regulatory changes affect investment property purchasing decisions.

Investment Analysis

This slide explores the financial pressures faced by Gen Zs and Millennials, showing the rise in side jobs as a response to living paycheck to paycheck, and details the types of side jobs and motivations behind taking on additional work.

Highlights economic influence of the 50+ age group, noting they account for 49% of global spend in 2025. Emphasizes their higher disposable income, resilience during economic uncertainty, and greater willingness to spend on fashion.

The slide analyzes the desire for simplicity in life, particularly in Asia and Latin America, with significant variation across countries.

This slide examines the importance of simplicity and solitude, noting a decline in the desire for solitude with age.

The slide tracks the importance of simplicity over time, highlighting trends in different countries.

Highlights Singapore’s capped vehicle sales due to COE (Certificate of Entitlement) restrictions and car-lite policy goals. EV-friendly incentives are improving affordability, but market growth is tightly regulated.

Highlights Singapore’s role as a growth enabler in the digital sector, despite certain sector declines, used for discussing regional market dynamics and strategies.

Singapore aims to cut emissions to 60 MtCO2e by 2030. It leads SEA in Green Index Score (55/100). 2023 saw a drop in private green investments, but building and transport sectors saw gains. Key strategies include vPPA, data center efficiency, and waste-to-fuel transitions.

Discusses Singapore's approach to green transitions, highlighting government commitments to the environment by 2030, and the challenges and enabling factors for these policies.

Presents Singapore’s GHG emissions by sector (2023) and outlines goals, progress, and policy measures for decarbonization and green investment. Includes visual indicators for performance against targets.

Singapore targets 100% clean energy vehicle registration by 2030, with full ICE phaseout by 2040. Slide details Green Plan policies, EV imports from Chinese OEMs, and an EV charging target of 60,000 stations.

The slide shows a trend of decreasing private funding in Singapore, segmented by industry sectors, highlighting the broader implications for the SEA region's market. This could be used for discussions on investment strategy and economic forecasting.

The slide illustrates Singapore's growth trends despite declines in specific sectors like online travel. It also highlights the positive aspects such as being a regional hub for e-commerce and investments in startups. Intended to showcase market resilience.

Analyzes the spending patterns between HVUs and non-HVUs in Singapore, emphasizing the significant spending gap and demographic data.

Highlights Singapore and Indonesia as the top investment destinations in 2022, presenting the private funding values and market shares.

Discusses the contraction and future growth projection of Singapore’s internet economy, likely used to examine the impacts of market forces and potential recovery trajectories.

Singapore’s green investment totaled $913M in 2023 (~14% SEA). Focus areas include vPPA infrastructure, data center efficiency, and maritime biofuels. Deals include funding in solar and EV transport. Rationales stress energy import reliance and sustainability goals.

Illustrates a dramatic increase in Singapore’s private green investments from $913M in 2023 to $2.68B in 2024. Includes sector breakdowns and number of deals (22 in 2023, 27 in 2024).

Evaluates Singapore's strong economic position and potential metaverse impact, mentioning GDP, innovation index ranking, and key sectors contributing to the economy.

The slide presents Singapore’s climate commitments (60 MtCO2e, 100% EV sales, green spaces) and timeline of policy updates. These include new carbon tax levels, building energy performance standards, and the TRACTION initiative for early coal plant retirements.

Highlighting Singapore’s fintech landscape in H1’21, the slide discusses a $40B Grab SPAC deal, falling overall investment from H2’20, and increased attention to green finance. Deal activity chart included.

Reviews the expansion of Single Port technology with YoY growth in procedures and installations, supported by a timeline of regional clearances.

This slide highlights that a global average of 85% of people support banning unnecessary single-use plastic products. Latin American countries and Uganda show particularly high levels of support.

Provides details on the adjustments in sin tax rates for alcoholic beverages and cigarettes in Namibia, reflecting policy changes in consumer taxation.