1. Company
Presentation

2. Business History
1976: Effron Enterprises, Inc. (“Effron”) offers Performance Measurement & Client Reporting Services
6/1998: Informa Financial Information (“IFI”) acquired Effron & PSN
1/2004: IFI consolidated Effron, PSN, & netDecide to form Informa Investment Solutions, Inc.
1984: Plan Sponsor Network, Inc. (“PSN”) offers Separately Managed Account Data & Manager Search Applications
1998: netDecide Corporation (“netDecide”) offers Wealth Management & Financial Planning Applications
9/2003: IFI acquired netDecide Corporation

3. Company Overview Mission Statement
Informa Financial Information (“Parent Company”) is a Subsidiary of Informa Plc, a Public Company Listed on the London Stock Exchange
Established in 2004, IIS is a Wholly Owned Subsidiary of Informa Financial Information
Offices in White Plains, New York, USA
Annual Subscription Business Model & One Time Charge for Statement of Work
Mission Statement
We provide the investment community, clients, & investors with need-to-know content, applications, & services enabling them to make informed investment decisions.    

4. Product Offerings & Services
Product Lines
Solutions
Performance Measurement & Client Reporting Software & Service Bureau  
Plan sponsors, investment consultants, investment managers, & brokerages use
Performer for their client reporting needs.
Banks, brokerages, & insurance companies deploy customized & compliant asset production systems to their financial planners & wealth advisors.  
Financial Planning & Investment Proposal Applications
Plan sponsors, consultants, & brokerages use PSN to perform manager searches. Money managers use PSN for competitive analysis. Platforms deliver PSN as valuable content.
Money Management Research Content & Applications  

5. Client Reporting Solutions
Performer ASP enables organizations to take full control of client reporting processes.
Performer Service Bureau is an outsourcing solution for organizations that do not want to do client reporting themselves.
Performer Enterprise caters specifically to elite & mature organizations with a large number of accounts.
Performer Select offers client reporting services in a fully customized & web enabled ecommerce environment.
Fulfillment
Tailored Client Reports
AIMR/GIPS Compliant
Custodian Data Feeds
Total/Sector/Security
Daily Weighted Flows
Composite Capabilities
Page Designer
Batch Production
Reconciliation Services
Facility Management
ASP & Service Bureau

6. Wealth Management Solutions
Asset Production
Financial advisors use AdvisorDecide planning modules & calculators to perform asset allocations, create investment proposals & advise their clients on goal based planning.
Financial Planning
Investment Planning
Risk Profiling
Asset Alloc/Optimization
Monte Carlo Simulation
Investment Proposal
Compliance Workflow
Customized Platform
Mgmt Metrics Reports
Private Label Options
Web Deployment
iDecide Command Center & Advisor Workstation enable platform sponsors & advisors to cohesively produce & retain assets for the firm.

7. Research/Applications
Research & Content Solutions
Content
Research/Applications
Separate 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
Manager Search & Research
Detailed Fact Sheets
Peer-Group Comparison
Competitive Analysis
What-If Analysis
Asset Allocation/Optimization
MPT/PMPT Statistics
Dynamic Returns-Based Styles
Report Designer/Publisher
Data Mining/Report Writer
Batch Report Production
Over 1,600 asset managers with 8,000+ investment products submit information to the PSN investment manager database on a daily basis, via Manager Neighborhood.

8. Investment Professionals
Our Solutions & Strategic Directions
Level of Advice
Investable Assets
Cash
Money Funds
Var. Annuities
Stocks & Bonds
25 $Mil
Mutual Funds
Managed Accounts
100 $Mil
Separate Accounts
Hedge/FOF/CTAs
$Billions
Private Equity
Institutional
Investment Professionals
High Net Worth

9. Target Audience Banks Brokerages Insurance Companies
Investment Consultants
Investment Managers
Investment Platform Sponsors
Pension Plan Sponsors

10. Representative Client List
Altria Group
Bank of America
CALPERS
Citigroup
Credit Suisse
Deutsche Bank
Dreyfus
JPMorgan Chase
Lehman Brothers
McKinsey
Mercantile
Merrill Lynch
Morgan Stanley
Northern Trust
Edward Jones
Evaluation Associates
Federated Investors
Fidelity
Goldman Sachs
Invesco
ING
SEI
State Farm
Towers Perrin
UBS
Wachovia
Wells Fargo
World Bank

11. Knowledge & Communication
“White Gloves” Client Services
Knowledge & Communication
Client Commitment
Sales Consultants Contact
Client Service Contact
Product Specialist Contact
Newsletters
Client Conference
Invst. Solutions Conference
Deliver Enhancements
Improve & Add New Contents
Build New Applications
Add Partnerships
Upgrade Technologies
LISTEN & RESPOND!!!
Training & Support
Call Support Help Desk
Support
On & Off-Site Training
Web Based Training
PDF/Printed User Guide
Menu Driven User Guide

12. Our Partners

13. Management Structure – We Focus
Senior Vice Presidents Are Responsible for the Entire P&L of Their Business Line
Each Business Line is Managed with Focus & Dedication to Its Core Audience
Product Officers Assist Senior Vice Presidents as Second Line in Command

14. Management Structure – We Share
Vice Presidents Assist Senior Vice Presidents
They Ensure Company Wide Knowledge & Resource Sharing

15. Management Structure – We Unite
Managing Directors Are Responsible for the Entire Company P&L
Senior Vice Presidents & Vice Presidents Report Directly to Managing Directors
Directors Focus on Organic Growth with Acquisition Growth as Secondary Objective

16. Company Organic Strategy
Provide Premium Software Technology & Content Solutions
Provide Off-the-Shelf, Customization, & Service Bureau Solutions
Focus on Providing Asset Production (WMS), Research (PSN), & Fulfillment (Performer) Solutions
Transform Information into Knowledge & Equip Advisors with Tools to Guide Investors through Their Investment & Financial Planning Needs
Continue to Add Values as a “One-Stop” Shop & “Multiple-Solutions” Provider to the Pension, Wealth, & Investment Management Community

17. Thank You!
We Bring Unique Solutions to You!