Unsurpassed Tools to Enhance Your Manager Research Content and Capabilities

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1 Unsurpassed Tools to Enhance Your Manager Research Content and Capabilities PSN Enterprise Informa Investment Solutions provides clients a full spectrum of back to front office applications and services. Our unique ability to provide investment professionals with customized systems, data, and services has made us the leading service provider in the marketplace. For over thirty years, we have serviced both institutional and retail investment professionals by providing them valueadded solutions. Our clients include financial institutions, brokerages, investment management companies, investment consultants, and independent advisors. Our products and services have a direct impact on the manner in which our clients interact with the investing public. We take pride in knowing that, year after year, clients depend on our software and services to fulfill mission critical operations. PSN Enterprise, a product developed by Informa Investment Solutions, is the most comprehensive and easy to use investment manager database available. PSN Enterprise is a web-based application that will be the keystone in building your separate account business. PSN Enterprise is powered by the PSN investment manager database. Since 1984, PSN has been recognized as the premier investment manager database. We earned this reputation through PSN s wealth of accurate data, flexibility, exclusive functions and exceptional service. Data Integrity Informa Investment Solutions serves as an objective third-party supplier of information. We maintain no affiliations with any of the investment managers we track and pride ourselves in providing purely impartial data. All PSN information is primary data. We solicit the information directly from the source which makes the data more consistent and reliable. Data Breadth PSN boasts a global database of more than 1,900 investment managers, representing more than 10,000 domestic, global and international investment products. This expansive database assures you a thorough representation of the investment management arena.

2 Data Depth When you use PSN data in PSN Enterprise, you get immediate access to highquality detailed information on each firm capturing over 1,000 data points. PSN Enterprise s investment manager profiles provide in-depth information on each manager and their product offerings including assets, fee structure, composite holdings, and historical returns and statistics. In addition to quantitative data, PSN Enterprise also includes objective, narrative data. Categories such as investment philosophy, portfolio construction, biographies of senior investment professionals, will enhance your analysis with valuable insight. The Manager Search Made Easy PSN Enterprise offers you unmatched power to manipulate and evaluate the wealth of information in the PSN database. Match your investment objectives with the right investment manager in minutes. All the information you need is at your fingertips. Built-In Investment Formula PSN Enterprise gives you the ability to measure performance, conduct detailed statistical analysis and assess risk. The system has built-in formulas for the sophisticated calculations that investment professionals require. From beta and information ratio, to downside risk and upside uncertainty, PSN Enterprise executes the calculations you need. You can select your own date ranges and benchmarks in your analysis, or you can use over 2 million pre-generated statistical calculations for quick performance comparisons. Universe Comparisons PSN Enterprise keeps it simple. We give you all the functions you need without slowing you down with too many choices to make and too many buttons to click. Either choose from our convenient pre-saved universes or screen on key data fields to create your own custom peer groups. You can save your favorite universes for later retrieval. What was once an arduous process can now be accomplished with speed, versatility and ease. Self-Entered Module Include proprietary information in your analysis by using the Self-Entered Module. Enter monthly or quarterly returns on any individual account, mutual fund, hedge 2

3 fund, composite, index, etc. Once entered, you may include these portfolios in any of your PSN Enterprise evaluations. Blended Portfolio Analysis Combine the returns of indices, investment products, or your Self-Entered data with PSN Enterprise s blended portfolio analysis. You can even rebalance or change allocation over time. Create one or more scenarios and compare them against each other to arrive at a suitable recommendation. Once created, blends can be saved and automatically updated for future use in a new or existing report. Style Analysis Determine a product s return-based style as compared to standard benchmarks. The Style Analyzer allows you to look at a manager s style exposure and drift compared to other managers with the same investment style. Historical, rolling time period and current style analysis information can be displayed in graphical or tabular format. Style analysis is available for all major asset classes. Asset Allocation Before choosing allocation percentages for your blended portfolio, inspect an efficient frontier that contains a list of possible optimal portfolio combinations. Let PSN Enterprise show you the optimal solution based on your risk and return preferences. Options include manager and asset class optimization. Report Writer Define report columns using any data field within PSN Enterprise and arrange the information as you see fit. Your reports will be thorough and easy to understand. View it, print it or download it to an Excel spreadsheet. Graphs and Reports Strengthen your comparative analysis with graphs and reports. Choose from PSN Enterprise s wide selection of options and produce professional-quality output, without utilizing different software. Customize your output by easily changing fonts, colors, styles, observations, benchmarks, date ranges and statistics. You can even import your own logo. 3

4 Modify graphs and reports for one-time use, or save them as custom templates which can be updated with new data. Graphs and reports can be saved within PSN Enterprise or exported to other Microsoft Windows software. Report Designer Report Designer will allow you to design your own report templates by combining data, graphs, text, and images. Using text blocks and graphics from our library or creating your own, you can do a side-by-side comparison of two or more managers or products, and the choice of content and placement is completely customizable. Features include drag and drop, resizing and menus to customize both individual sections of the report, or to set parameters for the entire presentation. Report templates created by the report designer can be reused and modified to meet your changing needs. Presentation PSN Enterprise enables you to combine multiple graph and report templates to create presentations for different clients or prospects. Maintain consistency and save time preparing for your next meeting. The instant proposal function compiles reports, graphs, market commentary, compliance information, proprietary factsheets, and third party output to create a complete business or client presentation. Presentations can be saved for individual use or shared between specified users. Batch Production Each report template in PSN Enterprise contains its own intelligence by storing the default criteria of each report. Our batch production system enables you to group multiple report templates into a single presentation. Viewing or printing a large presentation now is just a few keystrokes away. If performance monitoring or batch reporting production is your requirement, PSN Enterprise gives you the power and ease to batch produce countless presentations quickly and efficiently. Contact Management System Organize your investment management information by storing it all in one place. PSN Enterprise offers a contact management system within the application to store all of your client and investment manager contact information. Keep notes from your presentation within the same system that created the presentation. Save historical 4

5 communication records and ongoing dialogue. Schedule calls with the automatic reminder, create groups and one or multiple contacts. Custom Solutions Too Every client is different. We pride ourselves in our ability to create custom solutions for our client s unique needs. Add extra data fields or develop your own reports with help from our team of skilled developers. PSN Enterprise is flexible enough to handle any requirement. There is no denying that PSN is the most complete data source for separate account information. But maybe separate account information is not all you need. We made PSN Enterprise so flexible that it can handle multiple data sources, such as mutual funds, hedge funds and other investment information. Training & Support We provide unlimited product training and technical support. Once we get you started, we won t disappear. Our experienced support team is available to offer assistance, Monday through Friday, 8:30 AM to 6:00 PM (ET). Help is always just a phone call away. Experience the Best For over 20 years, Informa Investment Solutions has been providing consultants, brokers, investment managers, and plan sponsors with separate account information. Extensive data, user-friendly application, and easy deployment make PSN Enterprise the ideal separate account solution. Informa Investment Solutions has the experience and knowledge to build your separate account business. I n f o r m a I n v e s t m e n t Solutions, Inc. is a wholly owned subsidiary of Informa Financial Information Inc., based in Westborough, MA. Informa Financial Information, Inc. is a subsidiary of T&F Informa, a public company headquartered in London and listed on the London Stock Exchange. Getting Started Easy deployment is an understatement. There is no additional hardware, capital cost or technical staff required for you to use PSN Enterprise. To get started, please contact our sales department at (914) Or send us an at for more information and to schedule a demonstration. PSN Enterprise brings you a window of opportunity you cannot afford to miss! 5

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