+ All Categories
Home > Documents > Informa Investment Solutions, Inc. 2

Informa Investment Solutions, Inc. 2

Date post: 15-Dec-2014
Category:
Upload: khanyasmin
View: 639 times
Download: 1 times
Share this document with a friend
Description:
 
Popular Tags:
9
1 Informa Investment Solutions, Inc.
Transcript
Page 1: Informa Investment Solutions, Inc. 2

1

Informa Investment Solutions, Inc.

Page 2: Informa Investment Solutions, Inc. 2

2

About IIS--The Company

Informa Investment Solutions, Inc. (“IIS”) provides investment professionals with customized financial software systems and outstanding services for use in their own client relationships.

IIS serves as an objective, third-party supplier of primary data information. We provide purely impartial data because we maintain no affiliations with any of the investment managers we track. And to ensure consistency and reliability, all of our data comes directly from the source.

For 30 years now, IIS has served both institutional and retail investment professionals. With three major Business Divisions/Product Lines - PSN, Performer, and Wealth Management System—IIS is sure to have the right combination of technology and services to meet your needs.

Page 3: Informa Investment Solutions, Inc. 2

3

Business History1976: Effron Enterprises, Inc.

offers Performance

Measurement & Client

Reporting Services

1/2004: IFI consolidates

Effron, PSN, &

netDecide to form

Informa Investment

Solutions, Inc.

1984: Plan Sponsor Network,

Inc. offers Separately Managed

Account Data & Manager Search

Applications

1998: netDecide Corporation

offers Wealth Management &

Financial Planning Applications

6/1998: Informa

Financial Information

(“IFI”) (IBC) acquires

Effron & PSN

9/2003: IFI acquires

netDecide Corporation

2/2006: IFI acquires &

merges M-Solutions into

Informa Investment

Solutions, Inc.

1989: The Mobius Group offers

Competitive Products to the

Effron & PSN Businesses

3/1999: Checkfree

acquires Mobius to form

M-Solutions

Page 4: Informa Investment Solutions, Inc. 2

4

About IIS -- The People Behind The Company & Its Composition

The people at Informa Investment Solutions are highly qualified and experienced in supporting and servicing the needs of investment professionals and distributors. The executive level management of Informa Investment Solutions has an average of fifteen years tenure with Informa Investment Solutions while the management level averages ten years. We pride ourselves for having a group of staff with high collective knowledge, experience and the essential drive to continue learning the industry we are part of.

Our current headcount is 100. 67%-Is in White Plains, NY; 29% is in Durham, NC; 4% is scattered around CA, PA, MA, VA, MD.

IIS Organization is divided into 3 main division and one shared group. Performer Division has 33%, PSN Division has 23%, WMS Division has 20%, and the Shared Group is 24%.

StatsSex: 26%-Females and 74%-Males

Marital Status: 71%-Married and 29%-Single

Tenure: 18%-11+yrs, 24%-5-10yrs, 11%-3-5yrs, 23% <3yrs, 24% <1yr. Out Longest Tenure is 23 yrs, and the Average Tenure is 5.3 yrs

Age: 50+ 10%, 40s-50s-35%, 30s-40s-38%, <30yrs-17%

Ethnicity: Asian-16%, African American-10%, Hispanic-6%, Caucasian-68%

Working Status: 83%-US Citizen, 10%-Permanent Resident, 7%-Working Visa

Page 5: Informa Investment Solutions, Inc. 2

5

IIS Organization Structure-Simplified

Michael Garino

VP, Sales

Glenn Skidmore

& Mike Kagan

SVP, Performer

Margaret Tobiasen

SVP, PSN/Research

Brian Fallon

SVP, Wealth

Management

Shobhit Barman

VP, Chief Software

Devel. Officer

Vincent Rossetti

Chief Information

Officer

Jay Kimple

VP, Marketing &

Client Relations

Lac Vuong

Managing Director

Leno Toich

Managing Director

Terry Halzack

VP, HR

Administration

Finance

PSN ORG CHART

PerformerOrg Chart

WMS Org ChartIIS Sales

GrpIIS Mktg &

Client Rel GrpIIS Software

Dev GrpIIS IT Grp

IIS HR & Admin Grp

Page 6: Informa Investment Solutions, Inc. 2

6

Organizational Issues – 2007 Strategic Priorities

ISSUES & STRATEGIES Keeping Morale High Recognize Employees’ Accomplishment as and individual achievement and as a team member,

by continuing with our new program such as EOM (Employee of the Month) Program and on the Social Level, reinstating our Monthly Birthday Lunch Get-Together.

Trust Issues by employees to Management, due to the recent redundancy reduction Show support and appreciation to employees’ hard work, even with the simple “pat in the back”,

and making employees aware of the results of their work on how it affects the company, and its placement in the industry

Exhausted the online hiring venue (CareerBuilder, Monster.com, etc...) Finding and adding new industry specific venue to post job openings

Integration - Being neglected Regular Visits every 2 months, so that Durham staff does not feel “out of sight/out of mind

syndrome”. With all the new technologies today, having a face to talk to is still the absolute best way, which is always available and utilized by White Plains staff. Making sure that WP Staff does not feel, neglected with the new Durham employees on board.

Page 7: Informa Investment Solutions, Inc. 2

7

Thank you To The Support Network

Its been 8 years now since IBC (Now Informa) has acquired Effron Enterprises, Inc. Throughout those years and still continues to do so, I have a strong group of Support Network to relay on at IFI.

Thank you for all those years and the many years to come.

For HR/Benefits/Payrolls: Julia Blair, Terry Rich, Dianne Belamarich

For Finance/Accounting: Kevin Donagher, Donna Bristowe, Linda Munro (And to a group of staff that are no longer with Informa, to name a few, Donna S., Pam, Denise, Kathryn and Jessie).

For Subscriptions: Dick Marden

And Of Course The Ruggieri Grp.

Page 8: Informa Investment Solutions, Inc. 2

8

Three Product Lines

Page 9: Informa Investment Solutions, Inc. 2

9

www.informais.com | [email protected] | 914.509.1576

We Bring Unique Solutions to You!


Recommended