Audience Development July 2013
2013 InvestmentNews Sales Meeting | July 24-25
An engaged audience across all mediums Our total audience of 336,333 unique subscribers/users offers unprecedented opportunity for advertisers to reach financial advisers
AUDIENCE PROFILE
325,282 Website Registrants**
148,000 E-newsletters***
61,669 print*
We have 198,618 subscribers/users engaged in at least two types of mediums: website, e-newsletters and print. Note: Website registrants represents total registrant universe as of June 2013. *Source: Advantage June 2013, **Source: Clickshare June 2013, ***Source: Cheetahmail June 2013
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2013 InvestmentNews Sales Meeting | July 24-25
Our Print readers A snapshot of the average InvestmentNews reader: - 70% own or work for a Financial Planning or Investment Advisory Firm - 22% work for a Securities Brokerage/Broker-Dealer Firm (National or Regional Brokerage Firm) - Manage an average of $78.9 million in assets - Serve more than 165 clients - 52 years old
.
- 20 years of financial advisory experience InvestmentNews readers are sophisticated, tenured and devoted to our brand Source: 2012 Signet Subscriber Study
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2013 InvestmentNews Sales Meeting | July 24-25
Our Print reader demographics Financial Planner/Adviser Or Investment Adviser
Print - Job Function
Registered Rep/Securities Broker
0% 2%
1%
Owner/Manger Of Financial Planning/Investment Advisory Firm Insurance Agent/Broker
14% 49%
19%
Total Print Circulation – 61,270
CPA
15% Bank Trust Officer
Financial Planning
Print - Industry
Other
Investment Advisor
0%
Print - Assets Under Mgmt (AUM)
4%
1% 2% 1% 4% 30%
Under $1 million 15%
13%
$1 - $4.9 million
7%
13% 13%
19% 14%
22%
$10 - $24.9 million $25 - $49.9 million $50 - $99.9 million $100 - $249.9 million $250 million or more
Insurance Bank, Trust Company, Thrift
$5 - $9.9 million 6%
Securities Broker/Broker-Dealer
Accounting
36%
.
Law Investment Company/Mutual Fund Other
*Source: Advantage Reporting 5/27/13 Issue Note: AUM tabulated from 57,987 responses or 94% of total circulation
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2013 InvestmentNews Sales Meeting | July 24-25
Our Print Profile • Brand Name: InvestmentNews • Positioning: The Leading Information Source for Financial Advisers • Frequency: 49/yr (Weekly) • Years Published: 1997 (15 years) • Print Circulation: *61,379 (Pass Along 159,585**) • Business/Industry: Financial Planners and Investment Advisors
72.4%
Stock brokers and BrokerDealers
19.6%
Insurance Firms
3.7%
Banks and Trust Companies
2.3%
Accounting Firms
0.8%
Law Firms
0.4%
Professional Service Firms and Others allied to the field
0.8%
• Editorial Staff: 19 • ***Print Advertiser Market Share Position: 1 *Source: InvestmentNews December 2012 ABC Audit, **Source: 2012 Signet Subscriber Study ***Source: IMS Jan-June 2013
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2013 InvestmentNews Sales Meeting | July 24-25
Our Strengths • Market Leader: #1 in Market Share — Year after year InvestmentNews maintains its’ dominance in a very competitive 8 publication market. • Audience: InvestmentNews serves distinct audience of high level financial advisers engaged in multiple mediums. — Over 336K unique users identified, offering unparalleled reach for advertisers. — Both print and online audiences audited by ABC. • Editorial Excellence: The Leading Information Source for Financial Advisers. — Our editorial staff is more than double the size of our next closest competitor giving us the ability to lead the industry with more quality content. — In 2013, our editorial team are finalists in four award categories: ASBPE: Magazine of the Year, Special Section: Women and Investing, Special Section: Social Media, Editor’s Letter
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2013 InvestmentNews Sales Meeting | July 24-25
Our Strengths Cont’d
• Website: InvestmentNews.com is the #1 news destination for financial advisers. — No other industry website comes close to delivering the same level of traffic as InvestmentNews.com. Averaging 1.5M monthly page impressions*. We deliver 50% more monthly page impressions than our closest competitor ThinkAdvisor.com • Frequency: InvestmentNews is the industry’s only weekly publication — Our frequency gives us the advantage of landing on financial adviser’s desks when other monthly publications are not published.
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2013 InvestmentNews Sales Meeting | July 24-25
ONLINE
Our Online vital statistics No other industry website has a larger or more engaged group of financial advisers as InvestmentNews. 1.5M page views per month* 523,000 visitors per month* 99,000 mobile visits per month* 148,000 unique newsletter subscribers** 9,000 unique webcast registrants*** Roughly 17,000 social connections/followers****
*Source: Google Analytics Avg site traffic January-May 2013 **Source: Cheetahmail June 2013 ***Source: Clickshare June 2013 ****Source: LinkedIn, Twitter, Facebook June 2013
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2013 InvestmentNews Sales Meeting | July 24-25
ONLINE
Our Web Registrants demographics Web Registrants - Job Function
Financial Planner/Adviser Or Investment Adviser Registered Rep/Securities Broker
4% 3% 1%
Total Web Registrants –325,282
Owner/Manger Of Financial Planning/Investment Advisory Firm Insurance Agent/Broker
23% 53% 16%
Web Registrants - Industry
CPA
Investment Advisor
Bank Trust Officer
Web Registrants - Assets Under Mgmt (AUM) Under $1 million $1 - $4.9 million 18%
$5 - $9.9 million
22%
$10 - $24.9 million
10%
10%
12%
$25 - $49.9 million
Financial Planning
4%
3%
7%
3% 7%
Securities Broker/Broker-Dealer
21%
Insurance Bank, Trust Company, Thrift
22%
33%
Accounting
.
Law
$50 - $99.9 million 11%
11%
$100 - $249.9 million 6%
Investment Company/Mutual Fund
$250 million or more *Source: Clickshare June 2013 Note: Industry tabulated from 228,039 responses or 70% of total circulation Note: Title tabulated from 144,976 responses or 46% of total circulation Note: AUM tabulated from 204,200 responses or 63% of total circulation
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2013 InvestmentNews Sales Meeting | July 24-25
E-NEWSLETTER
Online Comparative Analysis InvestmentNews.com is the #1 news destination for financial advisers averaging +1.5M monthly page impressions. Website
10
Unique Visitors
Visitors
Page Impressions
InvestmentNews.com
308,879
522,746
1,545,436
Fa-mag.com
30,856
50,496
110,479
Financial-Planning.com
145,949
237,044
693,944
ThinkAdvisor.com
202,024
322,210
1,034,337
Wealthmanagement.com
160,596
210,336
421,264
OnWallStreet.com
62,960
98,202
234,929
AdvisorPerspectives.com
101,195
225,437
618,416
RIABiz.com
50,541
n/a
n/a
MorningstarAdvisor.com
45,000
53,100*
192,222* 2013 InvestmentNews Sales Meeting | July 24-25
ONLINE
Our Online Profile
• Brand Name: InvestmentNews • Website: InvestmentNews.com • Positioning: The Leading Information Source for Financial Advisers • Online Traffic — 1.5M page views per month — 523,000 visitors per month — 309,000 unique visitors per month
Source: InvestmentNews May 2013 Omniture
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2013 InvestmentNews Sales Meeting | July 24-25
E-NEWSLETTER
Our Newsletters InvestmentNews primary newsletters: Newsletters InvestmentNews Daily
Subscribers
Open Rate
104,000
30%
InvestmentNews Issue Alert (Weekly)
116,000
24%
The Market Intelligence Report (Weekly) The Adviser’s Consultant (Monthly)
57,000
26%
72,000
20%
TechConnect (Monthly)
85,000
20%
IN Special Reports (Bi-Monthly)
95,000
20%
Tools for Transition (Monthly)
56,000
19%
The IQ Center (Monthly)
65,000
17%
The Retirement Plan Adviser (Quarterly) The ETF Report (Quarterly)
99,000
20%
96,000
19%
Source: CheetahMail July 2013
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2013 InvestmentNews Sales Meeting | July 24-25
E-NEWSLETTER
Our E-Newsletter subscriber demographics Financial Planner/Adviser Or Investment Adviser
E-newsletter - Job Function
Registered Rep/Securities Broker
4% 4% 1% 24%
Owner/Manger Of Financial Planning/Investment Advisory Firm Insurance Agent/Broker
51% 16%
CPA
Total E-Newsletter Circulation – 148,000 E-newsletter - Industry
Investment Advisor
Bank Trust Officer
4%
E-newsletter - Assets Under Mgmt (AUM)
8% Under $1 million $1 - $4.9 million
17%
$5 - $9.9 million
21%
Financial Planning
22%
2% 2% 6%
Securities Broker/Broker-Dealer
21%
Insurance Bank, Trust Company, Thrift
35%
Accounting
.
$10 - $24.9 million
10%
9%
$25 - $49.9 million
14%
Law
$50 - $99.9 million 12%
11% 6%
$100 - $249.9 million
Investment Company/Mutual Fund
$250 million or more *Source: CheetahMail June 2013 Note: Industry tabulated from 100,323 responses or 68% of total circulation Note: Title tabulated from 64,655 responses or 44% of total circulation Note: AUM tabulated from 91,463 responses or 62% of total circulation
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2013 InvestmentNews Sales Meeting | July 24-25
E-NEWSLETTER
Our E-newsletter growth trend Our E-newsletter circulation universe has increased 12% over the past 12 months
IN Daily
Issue Alert
Market Intel 2010
Tech Connect 2011
Special Report 2012
95,863
99,025 2010 - 2012 N/A
2010 - 2012 N/A
55,929 2010 - 2012 N/A
2010 - 2012 N/A
65,562
72,305
85,926 72,233 The Adviser's Consultant
2010 - 2011 N/A
10,000
2010 - 2011 N/A
13,952
20,000
61,745 68,058 79,741 85,163
56,813
40,000
23,773 43,927
60,000
63,699 74,587
80,000
61,573
88,105 103,982
100,000
95,260
110,302 114,658 116,711
120,000
Tools Retirement for Plan IQ ETF Adviser Center Transition Report 2013
Source: July 2013 Cheetahmail
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2013 InvestmentNews Sales Meeting | July 24-25
E-NEWSLETTER
Our E-Newsletter performance metrics Our e-newsletters outperform industry averages in all key performance metrics. Key Performance Metrics Average Open Rate
Average Delivery Rate
8.20%
30.00%
102.00% 100.00%
8.00%
25.00%
98.00%
7.80% 7.60%
20.00%
96.00% 94.00%
7.40%
15.00%
92.00%
7.20%
10.00%
90.00% 88.00%
7.00% 6.80%
5.00%
86.00% 84.00%
6.60%
0.00% B2B Industry
InvestmentNews
B2B Industry
Average Click Rate
6.40% B2B Industry
InvestmentNews
Metrics Description
B2B Industry
InvestmentNews
.
IN
90.0%
Average Delivery Rate:
99.6%
22.0%
Average Open Rate:
27.0%
7.00%
Average Click Rate:
8.00%
Source: B2B Email Marketing May 2013 Cheetahmail July 2013
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2013 InvestmentNews Sales Meeting | July 24-25
SPONSORED EMAIL
Our Sponsored Email List growth trend Our sponsored email list contains 81,501 emails, a 18% increase over prior year. Sponsored email is an effective tool for advertisers seeking to reach financial advisers. It is imperative that the file continue to grow to keep up with the demands of this growing business.
Sponsored Email List Growth
Sponsored Email File
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Source: CheetahMail July 2013
2013 InvestmentNews Sales Meeting | July 24-25
SPONSORED EMAIL
Our Sponsored Email List demographics Sponsored Email - Job Function
Financial Planner/Adviser Or Investment Adviser Registered Rep/Securities Broker
4% 3% 1%
Owner/Manger Of Financial Planning/Investment Advisory Firm Insurance Agent/Broker
23% 53%
Total Sponsored Emails – 81,501 Sponsored Email - Industry
16%
Financial Planning Investment Advisor
CPA
Bank Trust Officer
Sponsored Email - Assets Under Mgmt (AUM) Under $1 million $1 - $4.9 million 18%
$5 - $9.9 million
22%
$10 - $24.9 million
10%
10%
12%
$25 - $49.9 million
4%
3%
7%
3% 7%
Securities Broker/Broker-Dealer
21%
Insurance Bank, Trust Company, Thrift
22%
33%
Accounting Law
.
Investment Company/Mutual Fund
$50 - $99.9 million 11%
11%
$100 - $249.9 million 6%
$250 million or more *Source: Clickshare July 2013 Note: Industry tabulated from 57,691 responses or 71% of total circulation Note: Title tabulated from 37,473 responses or 46% of total circulation Note: AUM tabulated from 52,184 responses or 64% of total circulation
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2013 InvestmentNews Sales Meeting | July 24-25
SPONSORED EMAIL
Our Sponsored Email List performance metrics Our sponsored email campaigns outperform industry averages in all key performance metrics. Key Performance Metrics Average Open Rate 20.00% 18.00% 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00%
Average Click Rate
Average Click to Open Rate
1.40%
8.00%
1.20%
7.00%
1.00%
6.00% 5.00%
0.80%
4.00% 0.60%
3.00%
0.40%
2.00%
0.20%
1.00%
0.00% B2B Industry
InvestmentNews
B2B Industry
0.00% B2B Industry
InvestmentNews
Metrics Description
B2B Industry
InvestmentNews
IN
.
90.0%
Average Delivery Rate:
99.0%
8.0%
Average Open Rate:
18.5%
0.50%
Average Click Rate:
1.30%
2.00%
Average Click to Open Rate:
6.90%
Source: B2B Email Marketing May 2013 Cheetahmail July 2013
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2013 InvestmentNews Sales Meeting | July 24-25