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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


  1. CAMRADATA Providing CLEAR and INDEPENDENT institutional investment ANALYSIS

  2. 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 of over 5,800 investment products offered by over 700 asset managers. We get things done, and we do them efficiently.

  3. Multiple Database Engagement Events CHANNELS Research Publications Governance

  4. DATABASE Independent and Impartial INVESTMENT RESEARCH 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 258 5,829 Global asset classes Investment vehicles $50tr+ 700+ Assets under management Investment managers

  5. DATABASE ANALYTICS and ASSISTED SEARCHES 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

  6. DATABASE EVALUATION SERVICE CAMRADATA Live Annual Subscription Fees CAMRADATA Live provides asset managers an effective and £7,250 1-3 investment strategies targeted opportunity to present product information and £10,850 4-6 investment strategies performance data directly to pension funds, insurance companies, £14,450 Unlimited investment strategies consultants and charities. £19,500 Group unlimited investment strategies* Access to CAMRADATA Live is free for all institutional investors and *Maximum two firms thereafter £2,750 per additional firm consultants. IQ Online Tool Independent Quantitative (IQ) scores is CAMRADATA’s proprietary £2,750 Annual Subscription Fee 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. Note: all prices shown are exclusive of VAT

  7. DATABASE EVALUATION SERVICE Investment Performance and Risk Annual Subscription Fees Monitoring Service £5,000 Initial subscription for the first Asset Class/Vehicle report These quarterly reports are used to measure, monitor and £1,000 For each additional Asset Class/Vehicle Report compare performance and to help control investment risk. thereafter Note: all prices shown are exclusive of VAT

  8. 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

  9. RESEARCH INVESTMENT RESEARCH CAMRADATA’s investment research service provides a range of Annual Survey Sponsorship in-depth surveys that take a detailed look at a range of key institutional asset classes. £10,000 To include • 4x quarterly reports Surveys are distributed quarterly free of charge to all our • Front cover branding institutional investors and consultants. • Full page advertorial • Branding on all section title pages We offer front cover sponsorship and bespoke versions with own • Tailored reports with own product plotted product information and performance plotted on the analysis. on the relevant charts Asset manager sponsored reports can be used for internal market • Licence to redistribute research or for external marketing material such as RFPs. £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

  10. EVENTS Your journey to our year round EVENTS in 2018 Industry focused CONFERENCES Pension 19 th April Charity 17 th May Insurance 14 th June Asset Manager 13 th September Investor 5 th December Other EVENTS CAMRADATA Awards Breakfast Clubs Introduction to Lloyd’s CAMRADATing

  11. EVENTS EVENTS Conferences Sponsor Opportunities £12,500 CAMRADATA Live subscribers • 20-30 minute conference presentation for up to six sponsoring £17,500 Non CAMRADATA Live subscribers 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 Note: all prices shown are exclusive of VAT

  12. EVENTS EVENTS CAMRADATA Awards Sponsor Opportunities In contrast to industry tradition, we do not engage a judging panel at £5,500 Winner’s Package CAMRADATA to determine what exceptional funds are. Instead, we apply five quantitative risk and performance calculations to three year £3,500 Runner up’s Package data across 30 major institutional asset classes. (For further information please contact us at info@camradata.com) Awards sponsorship packages designed specifically for each event offer the winning asset management firms outstanding opportunities to showcase their success and expertise.

  13. EVENTS EVENTS CAMRADATing Price Per Event Sponsoring asset managers have the chance to meet with up to five £5,000 CAMRADATA Live subscribers separate institutional investors and spend time positioning their £7,000 Non CAMRADATA Live subscribers investment philosophy and outlook. Introduction to Lloyd’s Providing a detailed insight into the Lloyd’s market covering • Structure £800 Half Day Event • Build-up of a syndicate • Regulatory environment • Investment strategy & Asset allocation Note: all prices shown are exclusive of VAT

  14. PUBLISHING Platform for Investor Engagement PUBLICATIONS ROUNDTABLES and WHITEPAPERS This year we will focus on: • Convertibles 21 st February • 15 th March Income Investing • 17 th April Responsible Investing • 15 th May Structured Credit • 6 th June Charity Investing • Multi Asset/DGF 10 th July • 18 th September Japanese Equity • 5 th October Alternatives • Unconstrained Fixed Income 7 th November And many more…

  15. PUBLISHING THOUGHT LEADERSHIP Thought leadership is an extremely effective media for asset Roundtable, Whitepaper & managers to engage with institutional investors. Business Breakfast White Papers As Roundtable plus: • Business breakfast presentation of white paper • Editorial content with joint front cover branding • Presentation by sponsoring asset managers (15 - 20 min) • Distribution across our institutional investor client base • Hard copy of white paper for all attendees • Website and social media promotion • Distribution across our institutional investor client base Roundtable & Whitepaper • Website and social media promotion paper • Roundtable participation for two sponsoring asset managers with up to six investors £3,500 White Papers • Editorial write up of discussion by financial journalist (also £8,500 Roundtable Chair of the roundtable) • Front cover branding and sponsored article £12,500 Roundtable & Business Breakfast • Distribution across our institutional investor client base • Website and social media promotion Note: all prices shown are exclusive of VAT

  16. PUBLISHING PUBLICATIONS Circulation Website Analytics 5,385 Investor contacts CAMRADATA CAMRADATA Live 4,279 Pension Fund 439 Insurance Firm Users* 23,000 17,000 647 Consultant 20 Charity 4 m 9 m Av. Duration* 13 secs 11 secs *Google analytics 06 Dec 2016 – 07 Dec 2017

  17. PUBLISHING BRAND Alignment and Positioning Website Advertising Print

  18. PUBLISHING PRINT & DIGITAL Advertisement funds europe £7,800 Full page Each month funds europe’s expert team of journalists produce in- depth features and analysis on investment trends, geo-political Format Bleed: 293mm x 216mm Trim: 287mm x 210mm issues affecting investments, regulation, and asset servicing. Type Area: 267mm x 190mm Offering both printed and digital publications, with an improved Product Summary circulation of more than 10,200 copies globally each month, £1,000 Per summary/advertisement funds europe is an influential and recognised market-leading publication within the asset management and pension communities. Format No bleed, 90 x 280mm Sponsored Article IQ Banner £8,100 One page £500 Per banner £14,425 Two pages Format No bleed, 173 x 38mm, Format High-definition, print -quality PDF-X1 file Note: all prices shown are exclusive of VAT

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