institutional investment ANALYSIS CAMRADATA ESTABLISHED in 2003 - - PowerPoint PPT Presentation

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institutional investment ANALYSIS CAMRADATA ESTABLISHED in 2003 - - PowerPoint PPT Presentation

CAMRADATA Providing CLEAR and INDEPENDENT institutional investment ANALYSIS CAMRADATA ESTABLISHED in 2003 CAMRADATA provides institutional investors, including pension funds, insurers, charities and consultants, with data and analysis to


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CAMRADATA

Providing CLEAR and INDEPENDENT institutional investment ANALYSIS

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CAMRADATA ESTABLISHED in 2003

CAMRADATA provides institutional investors, including pension funds, insurers, charities and consultants, with data and analysis to research and report on their investments. We enable investors to conduct rigorous, evidence-based assessments

  • f over 5,800 investment products
  • ffered by over 700 asset managers.

We get things done, and we do them efficiently.

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Multiple Engagement CHANNELS

Database Events Research Publications Governance

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Independent and Impartial

INVESTMENT RESEARCH

DATABASE

5,829

Investment vehicles

258

Global asset classes

700+

Investment managers

$50tr+

Assets under management

CAMRADATA Live allows institutional investors to explore a vast amount of data very specifically, allowing assessment of over 5,800 investment products, covering over 250 asset classes offered by 700+ asset managers. We can save you hours, giving you back the time to connect with the right

  • people. We offer richer data and better reporting, so you can make more

informed decisions. You’ll get smart search and selection, so you end up with the right products that you need. We’re proudly independent and built on clean data, so you can rely on our results

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ANALYTICS and ASSISTED SEARCHES

DATABASE

CAMRADATA Live’s asset manager research provides a range of industry level reporting and analysis on key institutional asset classes. Our research provides institutional investors with simple to understand infosheets, performance rankings, risk monitoring, peer group reporting, and comparative analysis on the key dynamics of an asset class. Run anonymously, assisted searches are aided by the team here at CAMRADATA resulting in a custom universe unique to the investor along with additional unbiased reporting.

20,000 Searches by investors in 2017

42 Assisted Searches during 2017

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DATABASE

CAMRADATA Live

CAMRADATA Live provides asset managers an effective and targeted opportunity to present product information and performance data directly to pension funds, insurance companies, consultants and charities. Access to CAMRADATA Live is free for all institutional investors and consultants.

IQ Online Tool

Independent Quantitative (IQ) scores is CAMRADATA’s proprietary ranking analysis reflecting five statistical factors commonly used in investment research. The IQ Online Tool allows the user to create bespoke reports across any asset classes within CAMRADATA Live.

*Maximum two firms thereafter £2,750 per additional firm

Annual Subscription Fees £7,250 1-3 investment strategies £10,850 4-6 investment strategies £14,450 Unlimited investment strategies £19,500 Group unlimited investment strategies*

EVALUATION SERVICE

£2,750 Annual Subscription Fee

Note: all prices shown are exclusive of VAT

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EVALUATION SERVICE

DATABASE

Investment Performance and Risk Monitoring Service

These quarterly reports are used to measure, monitor and compare performance and to help control investment risk.

Annual Subscription Fees £5,000 Initial subscription for the first Asset Class/Vehicle report £1,000 For each additional Asset Class/Vehicle Report thereafter

Note: all prices shown are exclusive of VAT

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RESEARCH

Investment Markets Deconstructed

RESEARCH REPORTS

We’re proudly independent, so you can rely on our results. We encourage asset managers to submit qualitative and quantitative research, creating richer data that provides investors and consultants with a more comprehensive investment research report. These are our current reports Multi-Asset: DGF and DC Defaults Fixed Income: MSFI and EMD Equity: UK, Global and EM

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INVESTMENT RESEARCH

CAMRADATA’s investment research service provides a range of in-depth surveys that take a detailed look at a range of key institutional asset classes. Surveys are distributed quarterly free of charge to all our institutional investors and consultants. We offer front cover sponsorship and bespoke versions with own product information and performance plotted on the analysis. Asset manager sponsored reports can be used for internal market research or for external marketing material such as RFPs.

RESEARCH

Annual Survey Sponsorship £10,000 To include

  • 4x quarterly reports
  • Front cover branding
  • Full page advertorial
  • Branding on all section title pages
  • Tailored reports with own product plotted
  • n the relevant charts
  • Licence to redistribute

£2,750 For a single quarterly report. These can be tailored with own product plotted on the relevant charts

Note: all prices shown are exclusive of VAT

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Your journey to our year round EVENTS in 2018

EVENTS

Industry focused CONFERENCES

Pension 19th April Charity 17th May Insurance 14th June Asset Manager 13th September Investor 5th December

Other EVENTS

CAMRADATA Awards Breakfast Clubs Introduction to Lloyd’s CAMRADATing

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EVENTS

Conferences

  • 20-30 minute conference presentation for up to six sponsoring

asset managers

  • Front cover branding and sponsored article in brochure
  • Distribution of brochure across our institutional investor client base
  • Website and social media promotion
  • Networking opportunities at breakfast, coffee break and lunch
  • Delegate details distributed

Sponsor Opportunities £12,500 CAMRADATA Live subscribers £17,500 Non CAMRADATA Live subscribers

EVENTS

Note: all prices shown are exclusive of VAT

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EVENTS

EVENTS

CAMRADATA Awards

In contrast to industry tradition, we do not engage a judging panel at CAMRADATA to determine what exceptional funds are. Instead, we apply five quantitative risk and performance calculations to three year data across 30 major institutional asset classes. Awards sponsorship packages designed specifically for each event

  • ffer the winning asset management firms outstanding opportunities

to showcase their success and expertise. Sponsor Opportunities £5,500 Winner’s Package £3,500 Runner up’s Package (For further information please contact us at info@camradata.com)

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EVENTS

CAMRADATing

Sponsoring asset managers have the chance to meet with up to five separate institutional investors and spend time positioning their investment philosophy and outlook. Price Per Event £5,000 CAMRADATA Live subscribers £7,000 Non CAMRADATA Live subscribers

EVENTS

Introduction to Lloyd’s

Providing a detailed insight into the Lloyd’s market covering

  • Structure
  • Build-up of a syndicate
  • Regulatory environment
  • Investment strategy & Asset allocation

£800 Half Day Event

Note: all prices shown are exclusive of VAT

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Platform for Investor Engagement PUBLICATIONS

PUBLISHING ROUNDTABLES and WHITEPAPERS This year we will focus on:

  • Convertibles

21st February

  • Income Investing

15th March

  • Responsible Investing

17th April

  • Structured Credit

15th May

  • Charity Investing

6th June

  • Multi Asset/DGF

10th July

  • Japanese Equity

18th September

  • Alternatives

5th October

  • Unconstrained Fixed Income 7th November

And many more…

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THOUGHT LEADERSHIP

White Papers

  • Editorial content with joint front cover branding
  • Distribution across our institutional investor client base
  • Website and social media promotion

Thought leadership is an extremely effective media for asset managers to engage with institutional investors.

Roundtable & Whitepaper

  • Roundtable participation for two sponsoring asset

managers with up to six investors

  • Editorial write up of discussion by financial journalist (also

Chair of the roundtable)

  • Front cover branding and sponsored article
  • Distribution across our institutional investor client base
  • Website and social media promotion

Roundtable, Whitepaper & Business Breakfast

As Roundtable plus:

  • Business breakfast presentation of white paper
  • Presentation by sponsoring asset managers (15 - 20 min)
  • Hard copy of white paper for all attendees
  • Distribution across our institutional investor client base
  • Website and social media promotion paper

PUBLISHING

£3,500 White Papers £8,500 Roundtable £12,500 Roundtable & Business Breakfast

Note: all prices shown are exclusive of VAT

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PUBLICATIONS

Circulation

PUBLISHING

5,385 Investor contacts

4,279 Pension Fund

439 Insurance Firm 647 Consultant 20 Charity

Website Analytics

CAMRADATA CAMRADATA Live Users* 23,000 17,000

  • Av. Duration*

4 m 13 secs 9 m 11 secs

*Google analytics 06 Dec 2016 – 07 Dec 2017

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BRAND Alignment and Positioning

PUBLISHING

Website Advertising Print

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PRINT & DIGITAL

funds europe

Each month funds europe’s expert team of journalists produce in- depth features and analysis on investment trends, geo-political issues affecting investments, regulation, and asset servicing. Offering both printed and digital publications, with an improved circulation of more than 10,200 copies globally each month, funds europe is an influential and recognised market-leading publication within the asset management and pension communities. Product Summary £1,000 Per summary/advertisement Format No bleed, 90 x 280mm

PUBLISHING

Sponsored Article £8,100 One page £14,425 Two pages Format High-definition, print -quality PDF-X1 file Advertisement £7,800 Full page Format Bleed: 293mm x 216mm Trim: 287mm x 210mm Type Area: 267mm x 190mm IQ Banner £500 Per banner Format No bleed, 173 x 38mm,

Note: all prices shown are exclusive of VAT

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WEBSITE

CAMRADATA Live

We offer two packages that are priced on a monthly basis and provide the option of a Leaderboard position or a rectangle position. Option 2: Vertical Rectangle

PUBLISHING

£1,000 pm 20% share of voice Format 728 x 90 pixels Option 1: Leaderboard

Format Vertical Rectangle 240 x 400 pixels

Note: all prices shown are exclusive of VAT

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GOVERNANCE

MONITORING and Measuring Investments

DC and DB Pensions Regulatory Reporting

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Pricelist: GOVERNANCE

Pension Monitor

Pension Monitor is a division of CAMRADATA and was established in 2015 to meet the needs of DC pension schemes, at a time when the pension landscape was changing very rapidly. Pension Monitor has been established to utilise the latest technology to provide automated pension monitoring reports for DC pension scheme helping to minimise the ongoing cost to the employer whilst allowing the highest level of investment analysis ensuring the right outcomes for employees. Annual Subscription Fee Price on request Quarterly reporting service

GOVERNANCE

Note: all prices shown are exclusive of VAT