|
No matter what your investment offering, we have the right
Neighborhood for you.
- Manager Neighborhood: Communicate U.S. based separate
account information to investors
- Mutual Fund Neighborhood: Communicate mutual fund information
to investors
In each Neighborhood you can:
- Submit new information on your firm, separate account
products, or mutual funds
- Update an existing investment manager profile online
- Download and print PSN questionnaire for data gathering
purposes
- Schedule meeting with our data specialist concerning anything
about submitting information to PS
In 1984, IIS introduced the first U.S. investment manager
search and evaluation database - Plan Sponsor Network, or
PSN. PSN is an advanced software and web application offering
financial professionals high-quality, in-depth data on domestic
and global investment managers.
PSN currently has approximately 2,000 investment managers
participating in the PSN database, which covers more than
10,000 investment products. Managers range in size and capabilities,
but all are interested in sharing their data in an effort
to increase their exposure to investment plan decision makers.
PSN is a very detailed database, capturing more than 2,000
data points for each investment manager. The data collected
span from basic firm-level information to detailed, product-specific
information. PSN is a separate account database but also carries
a section for commingled funds and mutual funds. U.S. based
products are divided by six asset classes, U.S. equity, U.S.
fixed income, U. S. balanced, Non-U.S. equity, Non-U.S. fixed
income, Non-U.S. balanced, Global equity, Global fixed income
and Global Balanced.
Plan sponsors, investment consultants and brokerages use
PSN applications to perform manager searches and product development.
Money managers use PSN for competitive analysis and product
positioning. Investment platforms use PSN as valuable content
in their deliveries.
- Gain exposure to plan sponsors, consultants, and financial
advisors - the key decision makers
- Increase your firm's chances of being selected as a candidate
for a manager search
- Take advantage of an easy way to keep your information
current and in front of decision makers
- Transmit data updates quickly and easily via email or
our Website.
- List with a recognized leader in the industry for investment
manager search database and software
No. There are no fees associated with participating in PSN.
You must only commit to providing IIS with accurate data on
a timely basis. We make doing this easy, by offering you the
ability to update your investment manager profile over the
Internet, using our Website.
An investment management firm can participate in the PSN
database by sending an e-mail to PSNData@informais.com
with the
following information:
- Name of the investment management firm
- Address
- Name of the data contact who will be responsible for submitting
the required information and communicating with IIS on any
data issues
- Data contact telephone number
- Data contact fax number
- Data contact e-mail address
A List of product types that the investment management company
wishes to register in the PSN database.
The following are applicable product types in the PSN database:
- Domestic Equity
- Domestic Fixed Income
- Domestic Balanced
- International Equity
- International Fixed Income
- International Balanced
- Global Equity
- Global Fixed Income
- Global Balanced
Upon receiving the above information, an IIS data associate
will send the appropriate PSN questionnaires to the data contact.
The data contact can use the questionnaires to compile the
information that is needed to participate in the PSN database.
Email PSNdata@informais.com
to notify us that the data gathering process is completed.
Upon receiving that email, IIS will open access to the Website.
The data contact will then be given the access to input the
information.
|
