gleich zwei neue Kunden:
Strategic Investment Solutions Selects InvestorForce for
Advanced Performance Measurement Solutions
CONSHOHOCKEN, PA, March 21, 2012 – InvestorForce, Inc., the leading provider of
performance reporting and data intelligence tools for institutional investment consultants, is
pleased to announce that Strategic Investment Solutions, Inc. (SIS) has selected InvestorForce to
provide advanced performance reporting services.
Based in San Francisco, Strategic Investment Solutions is an independent, employee-owned
institutional investment consultant serving a select group of clients, including pension funds,
foundations and endowments, and family offices with over $700 billion in assets.
“The power and flexibility of the InvestorForce platform will provide us with tremendous benefits –
from efficiency and speed in report generation to a range of analytics – and enable us to meet our
clients’ needs,” said Anne Ward, Head of Performance Measurement for SIS. “InvestorForce’s
focus on the institutional consultant market, the depth and experience of the InvestorForce team,
and their commitment to innovation were important decision factors for SIS.”
InvestorForce’s end-to-end solution streamlines a consultant’s reporting process from data
collection through to report production, delivering unparalleled efficiencies, flexibility, and cost
savings.
“We are very excited to be partnering with SIS and we welcome them to our family of clients.
They are a leader in the institutional investment consulting space and we look forward to
incorporating their perspective into our future development efforts,” said Jim Morrissey,
InvestorForce CEO. “We advance our core reporting platform every quarter, going beyond
reporting by delivering innovative products and services such as advanced analytics, market
intelligence, and decision support products to help our clients make better investment decisions.”
About SIS
Strategic Investment Solutions, Inc. was established in 1994 to provide institutional investors with
experienced, research-based advice while minimizing conflicts of interest. SIS offers a broad
range of consulting services, including strategic planning, plan implementation, performance
evaluation, and trustee education. We work on a retainer or project basis. We emphasize cofiduciary
responsibility, client advocacy, and communication. Consulting is our only business.
For more information please visit www.sis-sf.com
About InvestorForce, Inc.
InvestorForce is the premier provider of performance reporting solutions to the institutional
investment community. InvestorForce offers products and services to address the needs of
consultants, plan sponsors and their money managers, enabling them to manage investment
decisions and exposure more effectively by providing real-time transparency and analysis.
With majority ownership and backing from ICG (Nasdaq: ICGE), InvestorForce has successfully
brought the most advanced performance reporting platform to the institutional investment
community.
Und ein zweiter neuer Kunde für Investorforce
Clearbrook Selects InvestorForce for Performance Reporting
CONSHOHOCKEN, PA, March 14, 2012 – InvestorForce, Inc., the leading provider of performance
reporting and data intelligence tools for institutional investment consultants, is pleased to announce its
selection by Clearbrook Global Advisors to provide advanced performance reporting services.
Clearbrook, a privately held, independent consulting firm with offices in New York, New York; Boston,
Massachusetts; Stamford, Connecticut and Wayne, Pennsylvania, will use the InvestorForce platform to
provide its institutional investor clients with enhanced performance reporting capabilities, automated
collection of manager performance data, advanced analytics, and daily access to critical portfolio
information.
“InvestorForce’s performance reporting platform provides us with important efficiencies and distinguishing
competitive advantages,’’ said Fred Weiss, Managing Director at Clearbrook. “The breadth and depth of
the InvestorForce platform, combined with their hosted web access, will enable us to simplify and improve
our performance reporting processes and offer our clients the best combination of sophisticated
performance reporting and transparency.”
“We are delighted to partner with Clearbrook to provide them with state-of-the-art performance reporting
and analytics as they serve the complex needs of their institutional investors,” said Jim Morrissey, CEO of
InvestorForce. “We continue to invest heavily in our technology to advance our platform, which allows our
clients to strengthen their client relationships while driving down their cost to serve.”
About Clearbrook
Clearbrook is an independent investment consulting firm whose core business is to provide strategic
advice, investment solutions, and related wealth advisory services to institutions, individuals and financial
intermediaries worldwide. They serve as an actively engaged partner to clients, designing, managing, and
implementing customized investment programs that meet long-term objectives. Clearbrook currently has
offices in New York, New York; Boston, Massachusetts; Stamford, Connecticut and Wayne, Pennsylvania.
For more information please visit www.clearbrookglobal.com.
About InvestorForce, Inc.
InvestorForce is the premier provider of performance reporting solutions to the institutional investment
community. InvestorForce offers products and services to address the needs of consultants, plan
sponsors and their money managers, enabling them to manage investment decisions and exposure more
effectively by providing real-time transparency and analysis.
With majority ownership and backing from ICG (Nasdaq: ICGE), InvestorForce has successfully brought
the most advanced performance reporting platform to the institutional investment community.