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Company Presentation.

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Presentation on theme: "Company Presentation."— Presentation transcript:

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!

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