Presentation on theme: "An Informa Financial company 1 Presentation Company."— Presentation transcript:
an Informa Financial company 1 Presentation Company
an Informa Financial company 2 Business History 1976: Effron Enterprises, Inc. (“Effron”) offers Performance Measurement & Client Reporting Services 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 6/1998: Informa Financial Information (“IFI”) acquired Effron & PSN 9/2003: IFI acquired netDecide Corporation
an Informa Financial company 3 Company Overview Mission Statement We provide the investment community, clients, & investors with need-to-know content, applications, & services enabling them to make informed investment decisions. 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
an Informa Financial company 4 Product Offerings & Services Performance Measurement & Client Reporting Software & Service Bureau Money Management Research Content & Applications Financial Planning & Investment Proposal Applications Plan sponsors, investment consultants, investment managers, & brokerages use Performer for their client reporting needs. Plan sponsors, consultants, & brokerages use PSN to perform manager searches. Money managers use PSN for competitive analysis. Platforms deliver PSN as valuable content. Banks, brokerages, & insurance companies deploy customized & compliant asset production systems to their financial planners & wealth advisors. Product LinesSolutions
an Informa Financial company 5 Client Reporting Solutions 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 Fulfillment 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.
an Informa Financial company 6 Wealth Management Solutions Financial advisors use AdvisorDecide planning modules & calculators to perform asset allocations, create investment proposals & advise their clients on goal based planning. iDecide Command Center & Advisor Workstation enable platform sponsors & advisors to cohesively produce & retain assets for the firm. Asset Production 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
an Informa Financial company 7 Research & Content Solutions Research/ApplicationsContent 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 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 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.
an Informa Financial company 8 Our Solutions & Strategic Directions Investment Professionals 25 $Mil 100 $Mil Investable Assets Level of Advice High Net Worth Institutional Money Funds Private Equity Mutual Funds Separate Accounts Managed Accounts Var. Annuities Stocks & Bonds Hedge/FOF/CTAs Cash $Billions
an Informa Financial company 9 Target Audience Banks Brokerages Insurance Companies Investment Consultants Investment Managers Investment Platform Sponsors Pension Plan Sponsors
an Informa Financial company 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
an Informa Financial company 11 “White Gloves” Client Services Training & Support Knowledge & Communication Sales Consultants Contact Client Service Contact Product Specialist Contact Newsletters Client Conference Invst. Solutions Conference Call Support Help Desk Support On & Off-Site Training Web Based Training PDF/Printed User Guide Menu Driven User Guide Client Commitment Deliver Enhancements Improve & Add New Contents Build New Applications Add Partnerships Upgrade Technologies LISTEN & RESPOND!!!
an Informa Financial company 12 Our Partners
an Informa Financial company 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
an Informa Financial company 14 Management Structure – We Share Vice Presidents Assist Senior Vice Presidents They Ensure Company Wide Knowledge & Resource Sharing
an Informa Financial company 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
an Informa Financial company 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
an Informa Financial company 17 We Bring Unique Solutions to You! Thank You!