Prospectors & Developers Association of Canada (PDAC)

Internal External

Investment Policy Development Asset Allocation Analysis Asset Liability Modeling Investment manager search and selection performance measurement and evaluation education programs Investment Controlling

Buy side Sell side Other

Equities Commodities Derivatives Other

Debt/Fixed Income Fx/Money Market Other

Quant Equity Fixed Income Real Estate Money Market Other

Economist Quant Equity Commodity Fixed Income Real Estate Other

Institutional Retail Sales -trading Capital Introduction Business Development Other

Investor Relations Publishing Investment Writer

Financial advisory Investment consultant Other

Client Management Accounts Deposits Payments Cards Call Centers and Customer Service Investment Products Loan & Credit Insurance Deposits Other

Relationship Management Financial Planning Insurance & Investments Portfolio Management Tax Planning Other

Client Relations Liquidity Mangement Trade Financing Business Loans Specific Sectoral Investments Investment Consultant Other

Issuing Bonds Underwriting Advising Other

Client Relations Advisory Merger & Acquisitions IPOs Other Credit Valuation Documentation Structuring Execution Origination Securitization Leverage Finance (Loan) Syndication Acquisition Finance Asset Finance/Leasing Project Finance/PFI Structured/ Tax Finance Trade Finance Transaction banking Other

External Consultant Internal

Investment Committee Administration

Brokerage Trade Support Securities processing Origination Reconcilation Documentation Debt collection Other

Management Company services Administrative Agent Domiciliary Agent Register/Transfer Agent Consulting Documentation Investment Compliance Other

Corporate actions Client services Product development Relationship management Sales & Marketing Settlements Documentation Other

Trust services Foundations Insurance Other

Internal Audit External Audit

In-house legal

External Internal

Strategy/Business Analyst Project Management Developer Designer Support

System Administration Support Network administration

Own events External events

Own investments 3rd party marketing

Online On site Publications Creating material

Investment writing Surveys Reports Media relations Data analytics