2 Business History1976: Effron Enterprises, Inc. (“Effron”) offers Performance Measurement & Client Reporting Services6/1998: Informa Financial Information (“IFI”) acquired Effron & PSN1/2004: IFI consolidated Effron, PSN, & netDecide to form Informa Investment Solutions, Inc.1984: Plan Sponsor Network, Inc. (“PSN”) offers Separately Managed Account Data & Manager Search Applications1998: netDecide Corporation (“netDecide”) offers Wealth Management & Financial Planning Applications9/2003: 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 ExchangeEstablished in 2004, IIS is a Wholly Owned Subsidiary of Informa Financial InformationOffices in White Plains, New York, USAAnnual Subscription Business Model & One Time Charge for Statement of WorkMission StatementWe 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 LinesSolutionsPerformance Measurement & Client Reporting Software & Service Bureau Plan sponsors, investment consultants, investment managers, & brokerages usePerformer 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 ApplicationsPlan 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.FulfillmentTailored Client ReportsAIMR/GIPS CompliantCustodian Data FeedsTotal/Sector/SecurityDaily Weighted FlowsComposite CapabilitiesPage DesignerBatch ProductionReconciliation ServicesFacility ManagementASP & Service Bureau
6 Wealth Management Solutions Asset ProductionFinancial advisors use AdvisorDecide planning modules & calculators to perform asset allocations, create investment proposals & advise their clients on goal based planning.Financial PlanningInvestment PlanningRisk ProfilingAsset Alloc/OptimizationMonte Carlo SimulationInvestment ProposalCompliance WorkflowCustomized PlatformMgmt Metrics ReportsPrivate Label OptionsWeb DeploymentiDecide Command Center & Advisor Workstation enable platform sponsors & advisors to cohesively produce & retain assets for the firm.
7 Research/Applications Research & Content SolutionsContentResearch/ApplicationsSeparate AccountsManaged AccountsMarket & SMA IndicesOpen Ended FundsClosed End FundsExchange Traded FundsMoney Market FundsHedge Funds/FOFsManaged FuturesStocks/EquityVariable AnnuitiesManager Search & ResearchDetailed Fact SheetsPeer-Group ComparisonCompetitive AnalysisWhat-If AnalysisAsset Allocation/OptimizationMPT/PMPT StatisticsDynamic Returns-Based StylesReport Designer/PublisherData Mining/Report WriterBatch Report ProductionOver 1,600 asset managers with 8,000+ investment products submit information to the PSN investment manager database on a daily basis, via Manager Neighborhood.
13 Management Structure – We Focus Senior Vice Presidents Are Responsible for the Entire P&L of Their Business LineEach Business Line is Managed with Focus & Dedication to Its Core AudienceProduct Officers Assist Senior Vice Presidents as Second Line in Command
14 Management Structure – We Share Vice Presidents Assist Senior Vice PresidentsThey Ensure Company Wide Knowledge & Resource Sharing
15 Management Structure – We Unite Managing Directors Are Responsible for the Entire Company P&LSenior Vice Presidents & Vice Presidents Report Directly to Managing DirectorsDirectors Focus on Organic Growth with Acquisition Growth as Secondary Objective
16 Company Organic Strategy Provide Premium Software Technology & Content SolutionsProvide Off-the-Shelf, Customization, & Service Bureau SolutionsFocus on Providing Asset Production (WMS), Research (PSN), & Fulfillment (Performer) SolutionsTransform Information into Knowledge & Equip Advisors with Tools to Guide Investors through Their Investment & Financial Planning NeedsContinue to Add Values as a “One-Stop” Shop & “Multiple-Solutions” Provider to the Pension, Wealth, & Investment Management Community
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