Developing a new message and visual Briefing template

Developing a new message and visual: Briefing template Product Messaging Brand or Portfolio Messaging 1 Point of view (Brief for headline) FILL IN JPM SOLUTION HERE (eg – 7 principles for long-term investing) Building the right portfolio (Brief for supporting copy) 2 2 Empowering a better decision (Brief for supporting copy) FILL IN POINT OF VIEW HERE – KEEP IT FOCUSED AND SUCCINT (eg – to find yield in today’s market your bond portfolio needs global exposure) FILL IN WHAT MAKES THIS PRODUCT DIFFERENT OR THE ROLE IT PLAYS IN A PORTFOLIO (eg- global bond opportunities fund looks the whole world for fixed income) 3 3 Products to strengthen a portfolio (to make clear the investment implication – for leveraging as part of an integrated campaign) 1 FILL IN POINT OF VIEW HERE – KEEP IT FOCUSED AND SUCCINT (eg – we believe in long-term investing) FILL IN INVESTMENT SOLUTIONS TO TIE TO INSIGHTS HERE (eg – 4 products for long-term investors) 0 | FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC DISTRIBUTION Performance considerations FILL IN PERFORMANCE INFORMATION TO INCLUDE HERE (eg- lipper award winning)

Breaking it down – examples Brand Message Point of view: We believe in long-term investing Portfolio Message Headline: Think In Decades Not Days Point of view: You can’t build a strong portfolio if you don’t have access to solutions across every asset class Solution to empower a better decision : 6 Principles for Long-term investing Headline: Use Every Asset Class to your Advantage Call to action: read 6 principles Solution to empower a better decision : investment strategies across all asset classes Call to action: learn about 4 of our featured funds Product Message Point of view: you need to invest in global bonds to get the yield you need; if you stick to domestic bond investing you’ll miss out on a large opportunity Headline: Your Bond Portfolio Should See The World Solution to empower a better decision : GBO invests across the full fixed income market in every country and is free from benchmarks Call to action: learn more about this fund 1 | FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC DISTRIBUTION

Best practices Visual Aerial perspective Positive Sophisticated yet accessible Writing Side perspective Negative Low-end 2 | FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC DISTRIBUTION Point of view Statement / Question High dividends aren’t always healthy You want a fund with a high dividend Your bond portfolio should see the world Struggling to find yield? Provocative / concise Soft Think in decades not days Long term thinking is important Powerful research fuels returns Research can help drive return