company presentation · 2008-04-02 · our corporate parent more… ¾informa financial...
TRANSCRIPT
Improving Investment Decision Making Since 1976
Company Presentation
About Our Company
More…
IIS acquires Investment Scorecard
4/2007
Plan Sponsor Network offers Separately Managed Account Data
& Manager Search Applications
1984
IFI acquires netDecide Corporation
9/2003
IIS acquires M-Solutions (“Möbius”)
2/2006
Effron Enterprises offers Performance Measurement & Client Reporting Services
1976
Informa Financial Information (IFI)
acquires Effron & PSN
6/1998
IFI consolidates Effron, PSN, & netDecide to form Informa Investment Solutions, Inc.
1/2004
Extensive History in the Investment Business
Dominant Market Leader as an Investment Solution Provider
Well Respected Content, Applications, and Services
Our Corporate Parent
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Informa Financial Information, headquartered in Westborough, a subsidiary of
Informa plc
Informa plc is a public company listed on the London Stock Exchange
Offices in 80+ countries 12,000+ events annually, 2,000+ subscription products,
45,000+ book titles
Well funded & supportive to further our growth both organically & via acquisition
Offices in White Plains, NY, Durham, NC, Nashville, TN, & Cedar Falls, IA
Provide technology, content, & communication solutions
Offer solutions via off-the-shelf, customization, & service bureau
Power asset production, research, fulfillment, & communications
Annual subscription & one time charge for statement of work
1,300+ clients, thousands of users, & hundred of thousands of accounts
About Our Business
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Markets Served
Investment Community
RIAs/Financial Advisors
Banks/Trusts
Pension PlanSponsors
InvestmentConsultants
InvestmentManagers
Brokerages/Sponsors
We provide the investment community with need-to-know content, applications, & services
enabling them to make informed investment decisions.
Mission Statement
Marketing & ClientCommunications
Our Solutions
Wealth Management
Performance Reporting
Research & Content
Performance Reporting Solutions
ClientReporting
Applications
User-DefinedCompliance
Tool
Web-BasedClient
Delivery
Service Bureau
FacilitiesManagement
Customization
Great Reports
Control
Options
Performance Reporting Solutions
Scaleable Reporting Service
Reconciliation
Manual Data Collection
Automated Data Feeds
Investment Policy Monitoring
Regulatory Assessment
Report & Print Fulfillment
Facilities Management
Customized Hosted Solutions
Disaster Recovery
Custom Software Development
Outsource ServicesSoftware Application
Tailored Client Reports
AIMR/GIPS Compliant
Tax Lot Accounting
Custodian Data Feeds
Brokerage Interfaces
Returns Based Styles
Total/Sector/Security
Daily Weighted Flows
Composite Capabilities
Page Designer
Batch Production
More… More…
Outsource Services
Software Application
Wealth Management Solutions
Investment Planning
Suitability & Risk Profiling
Asset Allocation/Optimization
Monte Carlo Simulation
Current vs. Proposed
Portfolio Rebalancing
Investment Policy Statement
Investment Analysis
Portfolio Construction
Returns-Based Style Analysis
Proposal Generation
UMA & Compliance Support
Customized Data Feeds
More…
Wealth Management Solutions
Investment Policy Compliance
Meets Regulatory Requirements
Aggregate Fiduciary Account Records
Document Annual Review Activity
Account and User Activity Record
Task-based Workflow Process
Rule Library Provided
Email alerts for Rule Breaches
Target vs. Actual Allocation Monitoring
Performance vs. Benchmark Monitoring
Set Minimum & Maximum Cash Levels
Set Minimum Bond Quality Ratings
Fee & Approved List Monitoring
More…
Outsource Services
Software Application
Insurance Policy Management
Independent/Objective Provider
Life Insurance Policy Reviews
Insurance Carrier Monitoring
Individual Policy Risk Assessment
On-going Policy Performance Tracking
Monitor’s Asset Allocation/Variable Contracts
Portfolio Reporting Tools
Grantor Reports Strengthen Relationships
Insurance Advisor Reports
Managing Fiduciary Risks
Meets or Exceeds Regulatory Requirement
Web Based ILIT Administration System More…
InsuranceIQ ™
Wealth Management Solutions
SMA DataFeeds
CompetitiveAnalysis
ManagerSearch
Applications
Custom Data
Collection
System
Research &Due
Diligence
NewBusiness
Presentation
Research & Content Solutions
Research & Content Solutions
Content FeedsSeparate Accounts
Managed Accounts
Market & SMA Indices
Open Ended Funds
Closed End Funds
Exchange Traded Funds
Money Market Funds
Hedge Funds/FOFs
Managed Futures
Stocks/Equity
Variable Annuities
Proprietary Data Collection
Quantitative or Qualitative
Internal or External Sources
Fact Sheet/Profile Creation
Efficient Transfer of Data Control
Environment for Review & Process
Notification & Alerts
Customized Views by Role
Production Process Tracking
Audit Capabilities
XML Delivery
Research SoftwareManager Research
Detailed Fact Sheets
Peer-Group Comparison
Competitive/What-If
Asset Alloc/Optimization
Monte Carlo Simulation
MPT/PMPT Statistics
Returns-Based Styles
Report Designer/Publisher
Data Mining/Report Writer
Batch Report Production
Custom Data Collection
More… More…More…
DynamicBrochures
CompanyFoundation
Videos
ProductUpdateVideos
Production
or Training
Portals
PrivateOnline
Channels
Expert ForumMasterClass
Marketing & Client Communications Solutions
Widescreen presentation: Informa.asset.tv video reports are shown in a wide screen player for maximum impact. The zoom feature helps slides and graphics to be displayed clearly, making the presentation more engaging.
Library of companiesViewer can select reports quickly from the companies listed on the channel
Links to otherinformation onlineLinks can be establishedfrom the channel to otheronline content includingWebsites & fact sheets
Over 45,000 professionals have access to Informa Asset.tv and receive an email bulletins about manager videos on the video Platform
Most viewedAs a prompt to viewerswe list the ‘most viewed’videos on the channel
DistributionVideo Report are also available within PSN manager search application. They are also distributed via email bulletins.
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Marketing & Client Communications Solutions
Distinctive Presentation
Cutting Edge Technology
Efficient Workflow
Dynamic Updates
Custom Design
Cost Effective
Website Connection
Email Link
Available within PSN
Unlimited Distribution
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Marketing & Client Communications Solutions
Representative Client List
Adagio Trust CompanyAlaska Trust CompanyAlpha Investment ConsultingAltria GroupAMG National Trust BankArvest TrustAssociated BankAtlanta CapitalBancorp SouthBank of AmericaBank of OklahomaBank of the WestBB&TBear StearnsBingham Legg AdvisorsBremer TrustBuck Pension Fund SvcsCalibreCambridge Trust CompanyCapital Guardian TrustCentral BankCharles SchwabChemical Bank and Trust CoCitigroup ConsultingCitizens Financial GroupComerica BankCredit Suisse
INGINTRUST BankInvescoJanney Montgomery ScottJohn HancockJPMorgan ChaseLehman BrothersLiberty FundM&T BankM.D. SassMarket Street Trust CompanyMercantileMerrill LynchMissouri Public Schools Ret.Morgan StanleyNational Bank of IndianapolisNeuberger BermanNorthern TrustOld Point TrustOppenheimer Funds, Inc.Park National BankPsigma Investments LimitedPresbyterian FoundationPutnam InvestmentsRaymond James RBC Dain RauscherReliance Trust
CUNADelaware InvestmentsDeloitte & ToucheDreyfusDubuque Bank & TrustEACM AdvisorsEastern Bank & TrustEaton VanceEdward JonesEphrata National BankEquitable Trust Co.Evaluation AssociatesFederated InvestorsFidelityFiduciary ConsultantsFirst Citizens BankFirst Commonwealth TrustFirst TennesseeFirst Western Trust BankFord Motor CompanyGenesee Valley TrustGoldman SachsGuardian TrustHancock BankHilliard LyonsHouston Police Officers PensionHuntington Financial Advisors
RegionsRockefeller FoundationRockland Trust CompanyRopes & GraySchonbraun McCannSecurity National BankSimmons First Trust CompanySomerset Trust CompanySovereign BankState Bank & TrustStifel NicolausSunTrust BankSynovous Trust CompanyTempleton WorldwideTexas Capital BankThe Commerce Trust The Mechanics BankTrustmark National BankUBSUnited National Bank UVEST Investment ServicesWachoviaWebster Financial AdvisorsWelch ForbesWells FargoWesBanco BankWorld Bank
Our Third Party Partners
VestekCapital Market Consultants, Inc.
Company Growth Strategy
Grow by working with our clients, one at a Time
Listen to client requirements & marketplace feedback
Continue to improve & broaden our premium solutions
Align our offerings with client business strategy
Address & anticipate client business requirements