Greenwich ACCESS TM. Focused Knowledge, Global Wisdom. March 2016

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1 Greenwich ACCESS TM Focused Knowledge, Global Wisdom March 2016

2 Greenwich ACCESS TM : Subscription Benefits Tap into credible and relevant research on demand, in one central convenient location offers you web-based access to a full range of proprietary market data, focused thought leadership and best-practice information you need to validate your business strategy, identify new growth opportunities and drive revenue. Proprietary Research The most comprehensive online library of global market data derived from more than 60,000 annual interviews with key industry decision makers in 70 countries. Thought Leadership Knowledge on specific best practices and issues that matter through our quarterly reports, which include recommendations to help you grow your business. Community Access to a peer network of executives, experts and industry leaders where you can exchange ideas, participate in events and get help from analysts on how to leverage the content and data available with your subscription. 2

3 Greenwich ACCESS TM : Critical Market Trends We provide in-depth data and analysis to help you address current investment topics Secular Trends How will large-scale industry trends, such as, plan buyouts, discretionary outsourcing, or smart beta impact my business? Asset Allocation How are my current (and potential) clients planning to shift target allocations in the next three years? Product Demand Where is the greatest demand for my current products by country, channel and size? Distribution What changes should I make to my distribution efforts in response to changing client needs and shifting consultant usage? Risk Management What specific steps are institutional investors taking to manage risk in their portfolios? Macro Factors What changes will clients make to their portfolios in a rising interest rate environment? 3

4 Greenwich ACCESS TM : Easy-To-Use Online Platform Our personalized online platform makes it easy for you to search, store, save, and arrange documents for immediate and future use Search Manage Content Contact Analyst Review hundreds of reports and thousands of tables quickly and intuitively. View, download, save or send content using the Content Manager function. Interact with an Analyst directly through My Questions. 4

5 Greenwich ACCESS TM : Thought Leadership Topics Selected by Subscribers Each subscriber has direct input into the topics covered Rolling research agenda ensures focus on hot topics Exclusive Access Thought leadership reports are only available to subscribers Our Unique Vantage Insights are gathered from our unique access to investors, consultants, distribution platforms, and leading asset managers Recent Topics Covered A comprehensive review of branding best practices for institutional asset managers Opportunities of outsourcing for asset managers A strategic framework for managing international expansion Strategies for retaining and growing assets in Intermediary markets The shift from products to solutions and the evolving role of asset managers 5

6 Contact Information UNITED STATES CANADA JAPAN 6 High Ridge Park Stamford, CT USA Tel: Javelin Strategy & Research 4301 Hacienda Drive, Suite 550 Pleasanton, CA USA Tel: Canada 14 Prince Arthur Avenue Suite 208 Toronto, Ontario Canada M5R 1A9 Tel: Sheppard Avenue East, Suite 201 Toronto, Ontario Canada M2K 2S5 Tel: Japan K.K Akasaka Minato-ku, Tokyo Japan Tel: ASIA Singapore 137 Amoy Street #03-05 Far East Square Singapore, Tel: EUROPE UK 90 Basinghall Street 1st Floor London, EC2V 5AY United Kingdom Tel: Rodger.Smith@greenwich.com or visit , LLC. Javelin Strategy & Research is a division of. All rights reserved. No portion of these materials may be copied, reproduced, distributed or transmitted, electronically or otherwise, to external parties or publicly without the permission of, LLC., Competitive Challenges, Greenwich Quality Index, Greenwich ACCESS TM, Greenwich AIM TM, and Greenwich Reports are registered marks of, LLC. may also have rights in certain other marks used in these materials. 6

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