EY COO Assets Under Management AUM , ?? Alex Birkin Partner and Global Wealth & Asset Management Advisory Leader, Ernst & Young LLP A

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2 EY COO Assets Under Management AUM , ?? Alex Birkin Partner and Global Wealth & Asset Management Advisory Leader, Ernst & Young LLP Alan Fish Partner and Americas Wealth & Asset Management Advisory Leader, Ernst & Young LLP??? AUM COO EY

3 COO 44% 11 25% 10 55% ETF UCITS 68% 62%12 2

4 IT 70% AUM 1, % 43% 67% 80% % 3 4% 15% 3

5 EU 50% SEC IRS COO AUM 1, ,000 5, , AUM 9% 9% 6% 26% 50% SMA ETF : AUM : 10 4

6 COO? 45% 42% 55% 19% 26% 43% 47% 68% 81% 30% 26% 33% 15% 5% 24% 10% 0% 21%

7 われわれは常に新商品の開発グローバル化複雑化するセキュリティの観点から当社のアプリケーション群はフロントオフィスの変化するニーズに対応できるかを考えています戦略の見地から言えばこの点から目を離すわけにはいきません米州企業 AUM 1,000億 5,000億米ドルの CIO 新たな環境において複雑性と変化を管理する資産運用に関するグローバル調査 6

8 IT IT? 48% 55% 78% 38% 42% 52% 71% 74% 84% 38% 38% 37% 25% 16% 33% 22% 11% 33%

9 ? 10 Alternative Investment Fund Managers DirectiveAIFMD UCITS 48% 57% 37% 52% 26% 22% 14% 32% 15% 19% 11% 5% 15% 24% 12% 5% 21% 12% 19% 5%

10 AIFMD Foreign Account Tax Compliance Act FATCA II EU 10% 1 3? 10% 14% 22% 19% 26% 18% 14% 21% 18% 26% 30% 47% 82% 81% 84% 5% 18% 29%

11 2 3? 58% 28% 25% 25% 32% 20% 32% 20% 2% 10% 35% 35% 32% 22% 20% 20% 18% 18% 15% 10% 40 10

12 11

13 24? 1, ,000 5, , % 60% 7% 20% 60% 27% 15% 13% 5% 55% 8% 17% 20% 12

14 RFP? 1, ,000 5, , % 19% 19% 12 22% 23% 67% 69% 11% 8% 60% 13

15 10%? 40 25% 28% 5% 25% 5% 2% 33% 45% 2% 2% 2% 93% 75% 67% 73% 65% 53% 2% 2% 96% 5% 2% 88% 5% 2% 2% 68% 28% 3% 3% 94% 14

16 AUM 1,000 5,000 15

17 Service Level Agreement SLA? % 26% 31% 27% 33% 27% 24% 31% 33% 26% 73% 70% 69% 73% 62% 70% 74% 66% 63% 71% : 100% 16

18 5? 40 1,000 5, , , % 62% 60% 52% 42% 38% 28% 20% 80% 67% 87% 47% 60% 33% 47% 7% 70% 65% 45% 50% 35% 45% 30% 15% 20% 80% 80% 20% 60% AUM 17

19 まずはデータガバナンスの全領域を強化しなければなりません主要なステークホルダーは積極的に関与しています運営グループとサブワーキンググループを設置し各グループが独自にデータを所有するようにします重要なのはこのすべてを適切なガバナンスの下で行うことです欧州企業 AUM1,000億 5,000億米ドルの COO 新たな環境において複雑性と変化を管理する資産運用に関するグローバル調査 18

20 ? 20% 2% % 7. 1, % 13% 1,000 5, % 20% 5% AUM 1,000 5,000 CFO 5, % 19

21 IT IT IT 50% 2012 IT? AUM IT 65% IT 44% 56% 30 1, % 52% 1,000 5, % IT 51% 5,000 4 AUM1,000 5,000 49% 20

22 IT ,000 5, , , % 45% 28% 18% 18% 15% 60% 20% 13% 20% 27% 45% 60% 25% 25% 10% 10% 60% 0% 0% 0% AUM1,000 5,000 COO IT IT AUM 21

23 followthe-sun24 follow-the-sun 3 1 follow-the-sun 3 1 follow-the-sun? 35% 38% 32% 13% 35% 100% 60% 52% 68% 80% 60% 0% 5% 10% 0% 7% 5% 0% , ,000 5, , , ,000 5, , % 50% 50% 50% 43% 60% 36% 38% 33% 0% 43% 14% 12% 17% 50% 14% 0% follow-the-sun 24 follow-the-sun 22

24 IT? % 21% 33% 22% 18% 11% 10% 14% 14% 33% 30% 28% 30% 30% 36% 26% 21% 47% 50% 41% 73% 59% 47% 41% 50% 68% 72% 44% 21% 36% 10% 7% 7% 22% 9% 8% 8% 6% 25% 5% 3% 3% 4% 5% 3% 4% 3% Access Excel IT 23

25 ? % 78% 94% 13% 11% 8% 11% 6% 15 80% 20% 13 77% 23% % 17% 14% 84% 10% 6% 18 61% 22% 17% % 18% 18% 87% 13% 24

26 ? : : : : 25

27 EY Contacts Alex Birkin Partner and Global Wealth & Asset Management Advisory Leader +44 (0) Alan Fish Partner and Americas Wealth & Asset Management Advisory Leader Lesley Keefe Executive Director Howard Mannion Partner +44 (0) Shiho Ito Hirokazu Inaba ito-shhb@shinnihon.or.jp inaba-hrkz@shinnihon.or.jp 26

27 OECDBEPS 2720% 127 25.5%23.9% 7.2% 276.0% 284.8% 34.62% 2732.11%2.51% 2831.33% 3.29% 27 28 34.62% 32.11% 31.33% 228 28 20% 99%1 1 7 3 274 125.5% 23

2015119 Japan tax newsletter EY 27 Contents 27 123027 27 OECDBEPS 2720% 127 25.5%23.9% 7.2% 276.0% 284.8% 34.62% 2732.11%2.51% 2831.33% 3.29% 27 28 34.62% 32.11% 31.33% 228 28 20% 99%1 1 7 3 274 125.5%