sample slides
Download as PPTX, PDF1 like195 views
The document outlines an investment process used by SSgA that seeks to provide benchmark-like returns through efficient portfolio construction while minimizing transaction costs. Key aspects of the process include timely processing of information; regularly reviewing processes and tools for enhancements; portfolio managers and traders working together to minimize costs; monthly performance reviews; and a multidimensional risk management approach with multiple levels of external review.
sample slides
- 3. 3 Investment Process Portfolio Strategy Construction Execution Analysis Risk Review Timely and precise processing of information: Process and tools are regularly reviewed for possible enhancements: Portfolio managers and traders work together to minimize transaction costs: Portfolio performance is reviewed monthly: Multidimensional risk approach combined with multiple levels of external review provides robust risk management: • Portfolio information • Benchmark information • Market information • Flexible portfolio construction • Single rebalancing platform • Continual software enhancements • Seek all sources of liquidity via trading hierarchy • Global trading network • Analyze trade execution • Detailed attribution analysis • Quarterly portfolio reviews with unit heads • Portfolio Management and Trading Systems • SSgA Compliance • Risk Management Group • SSgA Investment Committee Our systematic investment process seeks to provide benchmark-like returns by selecting the most efficient construction strategy, while minimizing transactions costs MINST-1322
- 4. 4 Target Duration Single strategy beta index Duration and Sector specific Custom Target Duration Multi – sector fixed income Strategic or Tactical Diversified Growth Real Assets Managed Volatility Equity Alternatives Synthetic Overlay Swap and Futures Overlay Equity Overlay Total Portfolio Solutions Multi Asset Class Solution Alpha generating asset allocation Dynamic de-risking What can we offer? Full range of Pension solutions
- 5. 5 Investment Process – Overview Source: SSgA Portfolio Construction Risk Management Continuous Assessment Build Portfolio with Accepted Strategies Measure, Monitor and Control Portfolio Risk Review Strategies Portfolio Managers Traders Generate & Evaluate Investment Strategies Portfolio Managers Credit Analysts Economists Strategy Generation Portfolio Managers Risk Management Compliance Portfolio Managers Analysts / Traders Risk Management CMINST-4038 Fundamentals: Research Macro and Credit Themes Quantitative Signals: Trading Models Technicals: Market Timing Valuation: Return Potential Client Objectives Risk Budgeting Populating Strategies Execution Compliance Checks Internal Guidelines and Limits Information Technology Counterparty Management Daily Market Round-up Regular Strategy Review Meetings Performance Attribution Feedback into Strategy Generation
- 6. Workplace Education – Proposed Slide Library Framework (Key Option) Retirement Savings Optional Slides New to the plan In-plan needs BASIC COMPLEX Broader needs Job changer Preretiree EDUCATE (Onsite and Web Workshops) Getting on the Right Path with Your Workplace Savings Making the Most of Your Workplace Transition Building a Portfolio for Any Weather Designing Your Financial Roadmap Confident Investing in Any Market Deciding What to Do with Your Workplace Savings Preparing Your Savings for Retirement Shifting From Saving to Spending Preserving Your Savings for Future Generations Budgeting, Cash Flow and Debt Management Investment Strategy Wealth Accumulation Educational Funding Asset Protection, Annuities, and Insurance Retirement Income Planning Estate Planning and Charitable Giving Tax Planning + + + + +
- 7. > More 7 Know how you’re trending Targeting needs and successes by viewing data across time. Screen shots for illustrative purposes only. 671495.1.0 Shows the participation rate for contributing and eligible participants % Active participants within +/- 10% of Freedom Fund Equity Roll-down Shows the percentage of participants contributing at least 6% to their plan or who have $10K in total contribution. Shows the percentage of participants taking loans and making withdrawals during the current period. Loans & withdrawalsAsset allocation Savings rateParticipation rate
- 8. > More 8 Applied Intelligence: Putting Insights to Work How a client like you turned raw plan data into just the right action. Important Information 671495.1.0 • A global leader and technology innovator in consumer electronics, mobile communications, and home appliances • 21,000 DC participants at 10 North American work sites • $164 million in assets under administration • Fully supportive of Fidelity’s participant engagement programs KEY OBJECTIVES: • Participation and savings rates at or above peer group benchmarks • Age-appropriate asset allocation Client Profile
- 9. Proprietary Investment Strategies 9 Equity Tactical Opportunity Tactical Equity Sector Rotation Balanced Tactical Balanced Fixed Income Tactical High Yield Bond Tactical High Yield ETF Dynamic Asset Allocation with Tactical Overlay Global Tactical Conservative Global Tactical Moderate Global Tactical Growth Strategic Portfolio Fixed Income Core Bond Equity Dividend Income (Large Cap) Fully Invested Global Diversified Asset Allocation – Growth Asset Allocation – Moderate Asset Allocation – Conservative Tactical Dynamic Allocation Fundamental In a downward- trending market the portfolio can move to cash to preserve capital In a downward- trending market, the portfolio can move to cash to preserve capital A unique mix of Braver’s proprietary tactical investment strategies. Investment strategies which are fully invested, with allocation reflecting portfolio optimization according to modern portfolio theory. Dividend Income Growth Moderate Conservative
- 10. 10 282685 6/13 Keegan Bradley: Providing 360 degrees of value 2 Social Media •Keegan has seen explosive growth in social media presence •Putnam’s social media strategy enables quick and efficient leverage to target audience New England/Boston •Provides point of pride for Putnam employees and partners •Putnam’s support for Keegan’s charity event for Vermont Disaster Relief provided significant local lift Global Presence •2012 Ryder Cup enhanced Keegan as an International figure •2013 President’s Cup generated renewed end-of-season interest Personality •Aligns with Putnam values of performance, hard work, humility •Positive, energetic brand ambassador Public Relations •Keegan’s success generates worldwide awareness for Putnam •Tremendous cause-marketing value derived from Putnam’s support of Keegan’s charities Television •Putnam brand exposure via PGA and news coverage continues to grow as Keegan’s profile rises •Putnam drove tremendous value as the presenting sponsor of Keegan’s CBS network special Co-branding •Putnam benefits greatly from PGA Tour and partner sponsor investments in Keegan ads •Millions of dollars have been invested in Keegan
- 11. Eaton Vance1Eaton Vance Management and its affiliates as of January 31, 2013. Overview: Solutions Built for Today’s Markets 11 Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. The ability to adapt to fast-changing markets and meet the evolving needs of clients has been a hallmark of our organization since 1924. Our Firm – Boston-based, NYSE public company with a history dating to 1924 – Voting control by senior management – Investment management is our only business – $247.8 billion assets under management1 Our Philosophy – Long-term approach to business and investing – Time-tested investment principles – Constant pursuit of excellence – Innovation to meet evolving client needs Our Culture – Values-driven organization – Consistency and continuity of leadership – Collaborative and team-based – Low staff turnover
- 12. Eaton Vance As of January 31, 2013 Eaton Vance acquired a 49% interest in Hexavest Inc., a Montreal-based investment advisor, on August 6, 2012. Multi-Affiliate Investment Approach 12 Founded in 1924 AUM: $134.6 billion Fundamental active managers: In-depth fundamental analysis is the primary basis for our investment decision-making across a broad range of equity, income and alternative strategies. Founded in 1987 AUM: $96.7 billion Leaders in engineered portfolio solutions: Rules-based alpha-seeking equity, alternative and options strategies, and implementation services such as tax-managed core equity, futures overlay and centralized portfolio management. Founded in 1969 AUM: $16.5 billion Specialists in high-quality investing: Actively managed high-quality U.S. stock and bond portfolios constructed using bottom-up fundamental analysis. Founded in 2004 AUM: $14.4 billion Top-down global managers: Global equity and tactical asset allocation strategies combining fundamental research and proprietary quantitative models.
- 13. Eaton Vance Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund. This and other important information is contained in the prospectus and summary prospectus which can be obtained from a financial advisor. Prospective investors should read the prospectus carefully before investing. Advisory services are offered through Eaton Vance Management, an independent advisor with its headquarters located at Two International Place, Boston, MA 02110. This material is for illustrative purposes only and should not be considered investment advice, a recommendation to purchase or sell any particular security or to adopt any particular investment strategy. Investing entails risks and there can be no assurance that EVM or its affiliates will achieve profits or avoid incurring losses. Eaton Vance non-U.S. funds may not be offered or sold to citizens or residents of the United States. The Funds are not offered for sale or sold in the United States, its territories or possessions. Investment Capabilities 13 As of January 31, 2013.
- 14. Eaton Vance What Eaton Vance is Known For 14 Eaton Vance employs time-tested investment principles in pursuit of performance excellence. Across a broad spectrum of equity, income and alternative strategies, we combine a well-reasoned investment philosophy, a disciplined, repeatable investment process and the timely application of market intelligence. Our top franchises include: Global & U.S. Equities Global Fixed Income Absolute Return Funds Leaders in traditional bottom-up and macro-driven top-down active strategies, including a flagship fund dating to 1931. Offered across all styles and cap ranges. Since 1990. Strategies ranging from currency and EM local debt to global macro and asset allocation. Coverage of more than 170 countries; 24-hour trading. Among the largest and longest-running managers of absolute return strategies. Flagship strategy dating to 1997. Offering global, multi-asset & structured AR funds. Emerging Market Equities Floating-Rate Loans Closed-End Funds Since 1994. Managing emerging market equity strategies through the consistent application of our engineered, rules- based approach. A pioneer in loans since 1989. Time- tested process centered upon fundamental bottom-up credit research and systematic portfolio construction. A leading CEF manager across a range of asset classes: U.S. and global equities, municipal bonds, taxable income and alternative strategies. Equity Income Municipal Bonds Concentrated Wealth Solutions Experienced dividend equity investors, launching the industry’s first-ever tax- managed dividend funds following 2003’s dividend tax legislation enactment. Active managers of traditional municipal income, tax-advantaged bond, and state- specific strategies. Funds, SMAs and laddered vehicles offered. Solutions designed for high-net-worth investors with concentrated equity positions: Exchange funds, option strategies, charitable giving solutions. Tax-Managed Equities Multi-Sector One of the largest managers of tax- managed equity strategies in the industry, with over 40 years of experience. A variety of strategies drawing upon the broad equity, income and alternative investment capabilities of Eaton Vance.
- 15. Eaton Vance 1 Eaton Vance acquired a 49% interest in Hexavest Inc., a Montreal-based investment advisor, on August 6, 2012. Other than Eaton Vance-sponsored funds for which Hexavest is advisor or sub-advisor, the managed assets of Hexavest are not included in Eaton Vance’s consolidated totals. 2 Implementation Services solutions include index-based strategies, policy implementation services and centralized portfolio management to coordinate multi-manager portfolios. Assets Under Management Overview 15 As of January 31, 2013. Total Assets Under Management: $247.8 Billion
- 16. Eaton Vance Global Footprint as of January 31, 2013 16 Eaton Vance Atlanta Capital Management Parametric Hexavest1 Third-Party Distributors Boston Atlanta Seattle Montreal Japan New York Minneapolis Middle East New Jersey Westport, CT London Melbourne Australia Singapore Americas: $235.2 Billion EMEA: $6.8 Billion Australasia2: $5.8 Billion 1 Eaton Vance acquired a 49% stake in Hexavest Inc., a Montreal-based investment advisor on August 6, 2012. Other than Eaton Vance-sponsored funds for which Hexavest is advisor or sub-advisor, the managed assets of Hexavest are not included in Eaton Vance’s consolidated totals. 2 Includes Japan
- 17. Home Office Use Only Growing Capabilities, Timely Innovation 17 1979 Eaton & Howard, Inc. (founded 1924) merges with Vance, Sanders & Company (founded 1934) to form Eaton Vance Corp. 1982 High yield bonds 1984 Mortgage-backed securities 1989 Bank loans 1990 EM international income 1998 Structured emerging market equity capability launched 1996 James B. Hawkes becomes President & CEO Listed on NYSE (symbol: EV) 1996 Tax-Managed Strategy 1997 Global Macro Strategy launched Corporate Income Equity Alternatives 2001 Acquired control of Atlanta Capital Mgmt (est.1969) Established London office 2003 Acquired control of Parametric Portfolio Associates (est 1987) 2004 Launched first in a series of equity option closed-end funds 2006 75th anniversary of EV Large-Cap Value Strategy (est 1931) 2007 Thomas Faust becomes Chairman & CEO 2008 Tax-Advantaged Bond Strategies (TABS) business acquired from M.D. Sass 2011 Established Singapore office 1980 1990 2000 2007 Parametric acquires Parametric Risk Advisors, launches DeltaShift™ program 2010 1978 Municipal bond funds 1992 First China-focused mutual fund
- 18. Home Office Use Only Equity Philosophy 18 “At Eaton Vance, we embrace a collaborative, research- driven approach to managing equity portfolios. We seek to differentiate ourselves from other managers by achieving long-term excess performance and strong risk-adjusted returns. Our risk management starts with a seasoned, tenured team of fundamental analysts. We further manage risk in the way our portfolios are structured, the use of strict buy and sell disciplines, and in ongoing risk monitoring and portfolio attribution.” Duncan W. Richardson, CFA Chief Equity Investment Officer
- 19. Samples CREATIVE STORYTELLING LOOP LEARNING SYSTEM BREDIT+ IRON MOUNTAIN COMBINED JEWISH PHILANTHROPIES
- 20. Hello!
- 26. GAMIFY
- 28. PROTECTING THE WORLD’S MOST IMPORTANT BUSINESS DATA AND DOCUMENTS FOR 60 YEARS Introducing Iron Mountain SMB - designed for the unique needs of SMBs
- 29. SERVICE. SUPPORT. SECURITY. IRON MOUNTAIN HAS YOU COVERED. With responsive local customer support and a range of solutions for SMBs, Iron Mountain is your trusted partner
- 30. IRON MOUNTAIN DATA AND DOCUMENT MANAGEMENT SERVICES FIT YOU TO A T Iron Mountain offers a range of data and document management solutions for businesses just like yours
- 31. DOCUMENTS ARE THE LIFE BLOOD OF SMALL AND MIDSIZED BUSINESSES Keep your documents secure from theft, loss or damage with Iron Mountain. Our fast, local service and industry-leading storage will keep your business pumping.
- 32. YOUR BUSINESS HAS OUTGROWN “DIY” Bring in Iron Mountain, the document managements experts
- 33. PROFESSIONAL PRIDE You’re responsible for your company’s records. Trust them to Iron Mountain.
- 34. IRON MOUNTAIN: AFFORDABLE. DATA PROTECTION: PRICELESS A data breach can put a small business out of business. Keep your data secure – and your business safe – with Iron Mountain.
- 35. GROW WITH YOUR BUSINESS Introducing Iron Mountain SMB: Solutions grow with you – no matter how you grow
- 36. IN CONTROL Let Iron Mountain take care of your data, so you can take care of business
- 37. The Case for Teens Fall 2015
- 38. Teens are the future, but… …increasingly large numbers of youth drop out of Jewish life after their Bar/Bat Mitzvah, leaving a gaping hole in our community. 38
- 39. 52% 41% 44% 30% 19% 17% 70% 47% 38% 33% 28% 24% Grade 7 Grade 8 Grade 9 Grade 10 Grade 11 Grade 12 * BTW informing change, Rosov Consulting, LLC (2013). Effective Strategies for Educating and Engaging Jewish Teens ** Projections based on the most recent demographic study of the Jewish community of greater Boston which was conducted in 2006 Graph from Kadushin, C., Kelner, S., and Saxe, L. (2000). Jewish Adolescents: American Teenagers Trying to “Make It”. Cohen Center for Modern Jewish Studies, Brandeis University. – Time – Cost – Perceived irrelevance – Inconvenience – Competing priorities Higher grade, less engagement65-75% of local teens are no longer engaged in Jewish life by Grade 12 . 39
- 40. Possible causes of this ‘exodus’ – Time – Cost – Perceived irrelevance – Inconvenience – Competing priorities 40
- 41. For the past two years we have actively participated in national conversations, experimented with new models for teen engagement, and cultivated an important partnership with the Jim Joseph Foundation, a national funder. The Foundation has awarded CJP a dollar for dollar matching grant of $1.4 million dollars over four years. Now is the time to take impactful action on this agenda. 41
- 42. What are we missing? Despite offering a robust menu of options for teens, large numbers of teens are still not engaged. 42
- 43. Rule 1: Teens want to be accepted for who they are. They want their interests and talents validated. The Rules of Engagement 43
- 44. Rule 2: Relationships are central to participants’ positive educational experiences The Rules of Engagement 44
- 45. Rule 3: Find ways for teens to have opportunities to have a meaningful stake in the work The Rules of Engagement 45
- 46. Resources that can bridge the gap – Diller Teen Fellowship – Design Lab Fellowship at Brandeis University – North Shore Teen Initiative – Prozdor Hebrew High School at Hebrew College – Jewish Teen Foundation of Greater Boston – BBYO, NFTY, USY, and NCSY – TELEM – Moving Traditions – Mitzvah Menches (Gateways) – Congregational based youth programming 46
- 47. Our Strategy – Explore new ways to connect teens to immersive experiences throughout the US and in Israel – Ensure that high quality and relevant Jewish programs are available and accessible to all teens in Greater Boston – Rethink our support to organizations and staff working with our teens – Offer robust professional learning and development opportunities – Organizational “scaling” grants Explore Ensure Offer Rethink 47
- 48. By connecting with more teens through compelling, relevant programming, we can contribute to their healthy development, solidify their Jewish identity, and strengthen our community. These young adults can grow believing that Jewish life is both relevant and meaningful, and most important, that they have taken part in shaping their own Jewish journeys. 48
Editor's Notes
- #4: 3
- #8: Talking Points: Key point is that the service can apply to and be of value to employers who currently sponsor retiree medical, as well as to those who do not. Extend Health was selected by Fidelity after RFP response, supplier evaluation process (including 3rd party assessment), and negotiation process. Savings to the employer can range from 15-30% (or more) and are based on analysis of the employer’s current retiree medical plans and contribution levels v. the options available in the Extend Health exchange and required Retiree Medical Account credit/contribution levels needed to ensure that the retiree can remain “whole” from an out of pocket expense perspective. Extend Health will run this analysis, using actuarial models they have developed. Please note: As the Medicare/medicare supplemental environment is highly regulated, Extend Health does not offer lower premiums than other outlets that offer the same plans; for example, the premiums charged for a plan offered by Humana are the same regardless of where the retiree purchases it. Extend Health Profile: Founded: 2004 Employees: 1,153 1 Revenue Growth1: 2008 to 2011: $15.3M to $58.5M (283%) Mkt. Leader: 10x scale of next competitor4 Acquired by Towers Watson for $435M in May, 20122 Clientele: 150+ private and public sector clients, including 30+ Fortune 500 companies3, e.g., Caterpillar, General Motors, Honeywell, Whirlpool, DuPont 75+ carriers, 4,000+ plans represented3 99% of revenue from commissions paid by insurance carriers3 1 Inc.com, 2012 Statistics 2 dowjones.com, 5/14/2012 3 United States Securities and Exchange Commission Accenture, 2012 4 Extend Health, 2012
- #21: Welcome screeb – spot for client logo
- #22: Have you faced this classroom?
- #23: Have you faced this classroom?
- #25: Loop brings people together to learn in new ways. Loop extends the power of your training by making the classroom experience more memorable and more fun.
- #29: Brand Option 1: Trust (recommended) “Iron Mountain has been trusted to manage the most important and valuable data and documents for large businesses for more than 60 years. Companies such as Apple have stored their most critical documents with Iron Mountain including the original iPad patents, currently worth more than $100 billion. To protects these documents, we have built the worlds most secure physical and virtual storage facilities, we call it the “Mountain” the “Iron Mountain” We know that small business also need their critical documents secured in the same way examples include customer contracts, employee records and much more. Now for the first time, we are offering our services to smaller growing businesses who need the same level of security and ease of document retrieval but want specific services designed to meet their growing needs. Announcing “Iron Mountain Small Business” During the month of September, Iron Mountain is is promoting “Small Business Document Month” and is offering three months of physical and virtual “Iron Mountain” storage for “Free”…..we are so confident that you will love our services, we would like invite you to experience them as our guest. Rationale: SMBs won’t consider handing over their documents or data to a company they don’t trust. This positioning plays up Iron Mountain’s Fortune 500 heritage for credibility and reliability, and SMB offerings for relevance. Supporting points Across all service lines, the greatest emotional triggers relate to security, protection, safety and efficiency These triggers play to Iron Mountain’s brand perception “One vendor” solution is compelling; DM buyer tends to be involved with RM
- #30: Brand Option 2: Service Statement: Service. Support. Security. When it comes to protecting your critical data and documents, Iron Mountain has you covered. With responsive customer support at your office or on the phone and a range of solutions for small and mid-sized businesses, Iron Mountain is your trusted partner in keeping your vital company data secure and accessible. Rationale: SMBs want to know that their vendors are there for them, especially with customer support and a range of solutions. Supporting points ‘Prompt customer support’ is the top vendor attribute for RM and DM, and a key consideration for SMBs across the board One-stop service provider with a range of solutions is compelling for SMBs
- #31: Brand Option 3: Customization (future / evolutionary positioning) A key goal for Iron Mountain is to have solutions that are easily tailored to the needs of SMBs. This concept is dependent on the product innovation initiative, but the goal is to have solutions that are easy to understand, select and use. The options can include: Bundled DM, RM and/or SS A variety of DM options, including tape and cloud, and differing amounts of storage space / number of employee supported Training Industry-specific offerings, for example for CPAs, financial planers, attorneys, doctors / hospitals etc. All will be presented as specifically for MB, but built on Iron Mountain’s enterprise heritage. Supporting points Bredin research has repeatedly shown that “Designed for businesses like mine” is one of the top purchase decision attributes. SMBs want to know that their vendors understand their requirements and have solutions designed for their needs (i.e. not designed for the cosnumer or entrprise
- #32: RM Option 1: Security (recommended) Statement: Keep your records secure – now and for the long haul – with Iron Mountain. Iron Mountain’s industry-leading, state-of-the art facilities keep your critical documents safe, and its simple online tools and fast local service give you quick and easy access to your documents, whenever you need them. For peace of mind about your important documents, call Iron Mountain. Rationale: Documents are the lifeblood of SMBs. Keeping them secure from theft, loss or damage is essential to the well-being of an SMB. Supporting points Across all service lines, greatest emotional triggers relate to security, protection, safety and efficiency Security is one of the biggest challenges SMBs report facing in RM Iron Mountain brand attributes are secure, trusted and reliable
- #33: RM Option 2: Reliability Statement: Your business is changing. Whether the changes are good – you’re adding new clients or locations – or bad – you’re facing new regulations or rent increases – the one thing you can count on is Iron Mountain. With its long history of keeping records safe and secure for businesses like yours, its responsive local service team and its easy-to-use document management tools, Iron Mountain is there for you – today and down the line. Rationale: SMBs are buffeted by change and want to know that there are some things they can depend on. The “trusted partner” position enables SMBs to focus on their key concerns such as sales and profitability, knowing that their records are secure. Supporting points Business growth, new locations, regulations and growth in document volume are all key drivers of RM adoption and utilization Stability in a chancing world is emotionally reassuring Iron Mountain is perceived as reliable
- #34: RM Option 3: Professional Pride You have always taken great pride in managing the documents for your office. You know how important it is to have an organized and professional business that your customers can visit visit and at then same time, be impressed by an orderly office. You understand the critical value of these document to the future viability of the firm. You hate to see boxes filing and paperwork waiting to be stored. You no longer have space and cannot retrieve documents easily from the trailer out back that even leaks and was even vandalized through a winter storm last year. Despite your best efforts to file and store documents safety in your office, records have been stolen by former employees. New regulation are coming out everyday. You time is so precious and your are finding it difficult to continue to manage your firms documents on your own. It is time to bring in the experts-Iron Mountain stores your physical and virtual documents securely and allows foe fast and efficient document retrieval. They keep you up-to-date and make sure your document program is in line with the latest legal and regulatory requirements Supporting point “I feel personally responsible for our company's data security, protection and safety” rated one of the highest of all emotional triggers across all products
- #35: DM Option 1: Security (recommended) Statement: Keep your data secure with Iron Mountain. Iron Mountain’s industry-leading, state-of-the art data centers keep your critical company data safe from fire, flood and fraud. Its simple online tools give you quick and easy access to your data whenever you need it. For peace of mind about the security your data, call Iron Mountain. Rationale: Data is critical to the survival of an SMB. Keeping it secure from theft or loss – and having ready access to it - is essential. Supporting points Across all service lines, greatest emotional triggers relate to security, protection, safety and efficiency Like RM, Security is one of the biggest challenges SMBs report facing in DM Iron Mountain brand attributes are secure, trusted and reliable
- #36: DM Option 2: Grow With Your Business Statement: Get a data management solution that can grow with your small to mid-sized business from the same provider that Fortune 500 companies use to keep their data secure: Iron Mountain. From training to easy access to your files, Iron Mountain offers a broad range of data management solutions for companies like yours. Rationale: Ability to grow with the business and flexible solutions are key adoption criteria. This positioning also plays off the trust that large companies have in Iron Mountain, and the desire of SMBs for a flexible and solutions-oriented partner. Supporting points Providing secure services, and being reliable and trustworthy, are key communication points Flexibility and problem-solving are also a plus
- #37: DM Option 3: “In Control” Statement: As an IT professional, there are a lot of demands on your time. Iron Mountain data management frees you up to focus on moving your company forward. No matter how you store your data, Iron Mountain has a secure and easy solution. Isn’t it time to call Iron Mountain? Rationale: Time management is a critical issue for busy IT managers, who want to support their management team with key business growth initiatives. This positioning also reinforces the other key DM benefits of security and ease of use. Supporting point Primary reasons for outsourcing include more efficiency/greater time savings, ease of use, physical space and security