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Managed Accounts Allianz Disciplined US Core Equity Allianz Focused Growth Allianz Multi-Firm CDP w/Mid-Cap Growth III Allianz Multi-Firm CDP w/Mid-Cap Growth IV Allianz Multi-Firm CDP w/Mid-Cap Growth V Allianz Multi-Firm CDP w/Mid-Cap Growth VI Allianz Multi-Firm CDP w/Small-Cap Value III Allianz Multi-Firm CDP w/Small-Cap Value IV Allianz Multi-Firm CDP w/Small-Cap Value V Allianz Multi-Firm CDP w/Small-Cap Value VI NFJ All-Cap Value NFJ Concentrated Value NFJ Dividend Value NFJ International Value NFJ Large-Cap Value NFJ Mid-Cap Value NFJ Small-Cap Value PIMCO/NFJ Balanced
A portfolio that combines domestic large-cap growth, large-cap value and small-cap value and international value equity strategies into one diversified, managed account
Disciplined rebalancing to maintain diversified asset allocation strategy
Multiple investment managers who are experts in their respective disciplines
Single, integrated managed account
Relatively low minimum investment
Process & Philosophy
BEST OF BOTH WORLDS: MULTIPLE MANAGERS, ONE MANAGED ACCOUNT
Available through the Merrill Lynch Consults service, Allianz Global Investors Multi-Firm Consults Diversified Portfolios (CDPs) enable investors to implement an asset allocation strategy using multiple independent investment managers within one integrated account. These portfolios offer your clients a number of valuable benefits:
Low relative volatility-Low standard deviation compared to similar portfolios in each risk category over the last 5 years.
Strong dividend yield-Dividend-focused deep value approach employed in managing value portions of the portfolio gives overall portfolio an attractive dividend yield and low P/E ratio relative to the benchmark.
Market cap diversification-Exposure to small-, mid- and large-cap stocks.
Importantly, investors can access Allianz Global Investors CDPs for a minimum investment that is lower than would be required to open individual accounts with each underlying investment manager.
THE SMART ADMINISTRATION ADVANTAGE
Allianz Global Investors Multi-Firm CDPs offer the advantages of integrated "Smart Administration":
Disciplined rebalancing-Portfolios are generally rebalanced to the target allocation once per calendar year. Similar rebalancing will also occur should the allocation to a particular style fall below or rise above established allocation ranges.
Streamlined trading-Trades for all managers are conducted on a single platform to consolidate orders, avoid wash sales and realize trading efficiencies.
Centralized account management-Investors can avoid or limit exposure to specific stocks/sectors and achieve tax management across all sub-portfolios.
ACCESS TO A RANGE OF WORLD-CLASS INVESTMENT MANAGERS
Through its Multi-Firm CDPs, Allianz Global Investors offers you and your clients access to the specialized expertise of respected, independent investment firms, each with a firm-wide commitment to a specific investment style.
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