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Finance / Business / Investment Policy Statement / Informa / Wealth management / Financial adviser / Investment management / Sophis / Informa Research Services / Financial economics / Investment / Financial services


IIS_Overvew_v22_OnlineVersion.indd
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Document Date: 2014-11-04 16:03:14


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Company

CELGENE CORP / Informa PLC / TARGET CORP / GILEAD SCIENCES INC / Möbius Group 2004 2006 IIS / APPLE INC / VESTAS WIND SYSTEMS / Zephyr Associates Inc. / CME GROUP INC / Us Informa Investment Solutions / QUALCOMM INC / GOOGLE / CAMERON INTERNATIONAL CORP / Security Name CUSIP / Customizable Solutions Informa Investment Solutions / MCMORAN / INTEL CORP / UNSP KLA-TENCOR CORPORATION / SAMPLE FIRM SAMPLE PRODUCT EQUITY HOLDINGS PROFILE Holdings / ADR ALTERA CORPORATION / JOHNSON CONTROLS INC / Asia IIS / PSN Enterprise / ARCELORMITTAL-NY REGISTERED EMC CORP/MASS LOWE'S COS INC / RIO TINTO PLC / Informa Investment Solutions Inc. / Investment Scorecard Inc. / Global Manager Neighborhood ProfileProducer Global Manager Neighborhood / Growth Informa Investment Solutions / MEDCO HEALTH SOLUTIONS INC / FRANKLIN RESOURCES INC / INC-CL A JPMORGAN CHASE & CO / COPPER & GOLD BLACKSTONE GROUP LP / /

Currency

USD / /

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Event

M&A / /

IndustryTerm

investment performance measurement services / search processes / financial software / solutions / institutional and retail clients / data collection portal / web portal / risk management tools / software packages / search feature / wealth management tools / monitoring solution / communications solutions / web-based platform / poor management / software / investment products / bank trusts / workflow solution / software licenses / portfolio simulation solution / technology platforms / life insurance trusts / consolidated trust-owned life insurance management system / client reporting solutions / investment applications / software application / /

Organization

Presentation Center / Reporting Service Bureau / /

Person

Susan Quick As of June / Zephyr AllocationADVISOR WealthIQ / Zephyr OnDEMAND / Ed / Zephyr AllocationADVISOR / /

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Position

manager content / advisor / guard / advisors / Manager / Separate Account Manager / Manager Database Effron Enterprises / manager search and evaluation database / and investment proposal generation / Manager Research and Analytics Zephyr StyleADVISOR / consultant / consistent market leader / Money Manager / powerful separate money manager / investment manager / Manager Database / Services Manager Research / independent advisors / and pension plan sponsors / manager search processes / /

Product

BX / /

Technology

simulation / /

URL

www.informais.com / /

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