Allianz Global Investors

Firm Profile

Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 25 offices in 18 countries, we provide global investment and research capabilities with consultative local delivery. We have €469 billion in assets under management for individuals, families and institutions worldwide, and employ more than 540 investment professionals.*

At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. It describes how we look at the world and how we behave. We aim to stand out as the investment partner our clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs.

*Combined worldwide AUM as of June 30, 2016

KEY CONTACTS
Sales: Forrest Wilson, (917) 828-6926 Forrest.Wilson@allianzgi.com
Service: Kilie Donahue (212) 739-4278, Kilie.donahue@allianzgi.com

WEBSITE
us.AllianzGI.com

PRIMARY MARKET(S) SERVED
Mid ($10-$100 million), Large ($100 – $250 million), Mega – (>$250 million)

TOTAL AUM ($MM)
As of 6/30/16: $42,101MM
As of 12/31/15: $46,343MM
As of 6/30/15: $53,575MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/16: $10,600MM
As of 12/31/15: $10,400MM
As of 6/30/15: $11,128MM

DCIO ASSETS BREAKDOWN (%)
Mutual funds: 94%
Collective Trusts: 4%
Separate Accounts: 2%

ASSET ALLOCATION FUNDS
• AllianzGI Retirement Funds
• AllianzGI Dynamic Retirement Series CIT
• AllianzGI Global Dynamic Allocation Fund
• AllianzGI Global Allocation Fund

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional,
compliance support, plan benchmarking, target-date evaluation tools, investment
committee meetings

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 5/26