Investment Solutions for Tomorrows Needs

Venue: The Roosevelt Hotel

Location: New York, New York, United States

Event Date/Time: Nov 08, 2004 End Date/Time: Nov 09, 2004
Early Registration Date: Sep 15, 2004
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“Investment Solutions for Tomorrow’s Needs”

White Plains, New York – (Businesswire) – June 18, 2004 -- What are the major issues facing the investment community today and what are the best and most successful ways to address them? Industry experts and peers will have an opportunity to share their views on investment trends, style analysis, rating accounts, and more, network with other professionals, and view exciting new product demonstrations by exhibitors at a premier conference, Investment Solutions for Tomorrow’s Needs, hosted by Informa Investment Solutions, Inc. on November 8 and 9 at the landmark Roosevelt Hotel in New York City. Hundreds of attendees are expected from the financial, investment, retail and institutional community including plan sponsors, investment consultants, brokers, investment advisors, bankers, financial planners, separate account money managers, hedge fund managers and other fund managers.

Keynote addresses will focus on recent changes in the legal and legislative landscape and the economic outlook of the investment world. In the wake of corporate scandals, terrorist events and a changing economy, modifications to regulations and standards plus new rules in compliance have occurred to adjust to this shift in the industry. The foremost authority, the SEC, will present an update on the latest information regarding these modifications. Barry R. James, President of the mutual fund family, the James Advantage Funds, who conducts extensive research in both the stock and bond markets, will look into the short and long-term future of the finance and investment industry and discuss what issues need to be addressed for creating future strategies based on current economic conditions. Mr. James has appeared on both Bloomberg TV and CNNFN.

Informative breakout sessions on a number of wide-ranging and much talked about topics will focus on revisions to the Global Investment Performance Standards (GIPS), competitive analysis and product positioning, future trends in technology, investment benchmarks, outsourcing your operations, rating separate account managers, the evolution of separately managed accounts - Multi Style Portfolios (MSPs) and Unified Managed Accounts (UMAs), delivering investment advice, Hedge Funds as an alternate source, acquiring the right sales force for your Managed Account Platforms, and Returns-Based Style Analysis versus Holdings-Based Style Analysis. Conference guests may be eligible for CE credits.

“Our conference has wide appeal to the investment and finance community because it focuses on solutions to a number of important issues that affect our industry,” commented Lac An Vuong, Managing Director of Informa Investment Solutions, Inc. “There is a good mix of topics, speakers, interactive panel discussions, and case studies. It’s a real opportunity for attendees to learn, get feedback from experts and peers, and sharpen one’s skills to meet the challenges of today’s changeable work environment.”

Please visit our Website ( to register and for more information about the agenda of the conference.

For over twenty years, Informa Investment Solutions, Inc., doing business as Effron, PSN, Performer, and netDecide, has been a leader in providing financial information to financial institutions, investment managers, and independent advisors. The company’s products cover investment manager search and evaluation databases, performance reporting solutions and enterprise solutions to assist investment professionals in managing assets and communicating with clients.

Plan sponsors, consultants and brokerage firms use PSN separate account investment manager database to search for managers, and conduct ongoing evaluations. Money management firms use it for competitive analysis, growing new products and preparing marketing presentations. Web sites and other software applications use PSN information to add valuable content. Banks and brokerages use the netDecide wealth management platform in their day to day financial planning and investment proposal process. The same investment professionals use our Performer software and service bureau for portfolio performance evaluation, and statement generation for their clients.



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