ThinkAdvisor Network

2016 Media kit
ThinkAdvisor Network
An Integrated Content Engine For
Professional Growth
Deliver all the critical resources professionals require, at every point in their career arc,
through an integrated content engine accessible across every available platform.
ThinkAdvisor.com
INVESTOR FACT
SHEETS &
INVESTING GUIDES
ThinkAdvisor.com
Positioning & Differentiation
The ThinkAdvisor Network is uniquely positioned, reaching a vast majority of the advisor universe
while being highly-focused providing a comprehensive suite of career development resources.
Strictly news/Tabloid
•
•
• Investment News
• Rep
• Financial Planning
• On Wall Street
• Financial Advisor
ThinkAdvisor.com
Wall Street Journal
Mass reach audience
Barr
on’s
EDITORIAL MISSION (Narrow to Broad)
THINKADVISOR.COM Unlike pure
news sites such as Investment News,
ThinkAdvisor offers advisors multiplatform access to the critical professional
resources they need at every stage of their
career. Membership features allow us to
learn more about each advisor to better
serve them the right resources, including
those from our sponsors.
Only 34% financial advisors
Inves
tm
(web) ent News
Aggregator of market
commentaries – online only
Advisorperspectives.com
WealthManagement.com
Rep’s digital resource
Niche Trade
RIABiz.com
Magazine
Geared only towards RIAs
AUDIENCE REACH & EFFICIENCY (Niche to Mass)
Performance Designed with Your Goals in Mind
Time Spent With Message & Depth of Engagement Increases
From Impressions to 1-on-1 Conversations...and Every Engagement in Between
Engage the community via
innovative content and
thought leadership platforms.
Deepest
Engagement
Small F2F
Events
Industry
Conferences
Webcasts/
Webinars
Reach your target
audience across
multiple
media touchpoints.
Smart Sites
Content
Marketing
Native
Video
Connect live
with the best
prospects to
grow your
business.
Magazines
eNewsletters
Digital
Web & Mobile
Social
Highest
Reach
Reach Decreases, but Targeting & Level of Individual Data Gathered Increases
ThinkAdvisor.com
Digital
ThinkAdvisor.com
About ThinkAdvisor.com
ThinkAdvisor.com meets the varied needs of all advisors for breaking news, industry trends and
thought-provoking commentary every day of the year.
Top Stories
The latest news reported and written daily by our experienced,
nationwide team of journalists working for you in New York,
Washington, Denver and the West Coast.
Blogs and Columnists
It’s one thing to have data; it’s another to understand and act on that
information. That is what’s provided every day by our unmatched
corps of columnists and bloggers—Mark Tibergien, Michael Finke,
Angie Herbers, Bob Clark, Bloink and Byrnes, Bill Good and more.
Responsive Design:
ThinkAdvisor.com utilizes
responsive design – delivering
a consistent and unified brand
experience across all screens
and devices.
By default, your ads will run
on all screens and devices
without any additional creative
or added cost necessary.**
Or, maximize your multiscreen advertising experience
by adding a Mobile Interstitial
to your campaign.†
ThinkAdvisor.com
Feature Stories
Websites are good
for short takes on
breaking news, but
these deeper dives
provide the context, data
and analysis that bring
your understanding
to a new level, while
providing you with the
insights to grow
your firms.
The Academy
This interactive
knowledge center
provides advisors
with the resources and
tools to accomplish
everything from building
better portfolios to
catching up on CE
to planning your
conference schedule.
JAMES J. GREEN
Group Editor-in-Chief
“ThinkAdvisor has been an
unqualified success due not
simply to our editorial expertise
and experience, but more
important because advisors
keep coming back to the site to
stay informed, learn more from
industry experts and network
with their peers. As advisor
needs shift, we’ll continue to
respond with new content and
new media to meet those needs.
**Some high-impact units are only available on desktop/large
screen formats. †Additional fees apply and additional creative
required. Contact your sales representative for details.
Website Audience
ThinkAdvisor’s audience comprises successful and experienced advisors using, selling
and recommending your products and services to a diverse clientele.
Audience Demographics*
Diverse Client Base*
Financial Planners/Advisors, RIAs, Insurance
Agents and Registered Reps/ Stockbrokers: 68%
70% OF WEBSITE USERS SERVE HNW INDIVIDUALS
83% Single individuals
Average client base: 196
80% Married couples with a family
Average business client size: $6.08M
78% Married couples
Average individual client size: $814,000
64% Small to medium-size business
Average AUM: $138M
26% Non-profits/foundations/endowments
Average years in the industry: 21.6
10% Large corporations
Male/female readership: 79%/21%
Products recommended
or sold in last 12 months*
Services Provided*
Retirement Planning
75%
61%
Roth IRAs75%
Insurance Services
61%
Equity Mutual Funds
65%
Bond Mutual Funds
62%
College Planning
59%
Money Management
Brokerage Services
20
401(k) plans61%
58%
Wealth Management
0
IRAs77%
Estate Planning 56%
49%
40
ThinkAdvisor.com
60
80
100
* 2015 ThinkAdvisor.com Website User Study
Fixed Annuities
59%
Long-Term Care Insurance
58%
529 Plans 57%
Muni Bonds/Bond Funds 57%
Immediate Annuities 55%
Universal Life Insurance 55%
Individual Equities 53%
ThinkAdvisor
initiates action and
drives results*
81% Took a purchasing action
during the past year as a result of
seeing a product or service on
ThinkAdvisor.com
66% Are actively involved
in their organization’s purchases
of investment and insurance
products and services
36% Have final authority/
approval over their organization’s
purchases of investment and
insurance products and services
$39.0M Average amount
directed into financial products
in the last 12 months
Digital Solutions
Create a digital campaign to meet your exact goals. Includes high-impact
and engagement units to increase awareness, promote content and drive more clicks.
Targeting, exclusivity, impact and engagement increases 
BRANDING &
AWARENESS
HIGH SHARE
OF VOICE &
TOPIC ALIGNMENT
INCREASED VISIBIILTY
HIGH-IMPACT
& PREMIUM
CONTENT PROMOTION
POSITIONING
& ENGAGEMENT
CONTENT
PROMOTION &
EXCLUSIVITY
THOUGHT
LEADERSHIP & TOPIC
OWNERSHIP
Standard Display
Standard
Sponsorships
High-Impact Units
SMARTengage Units
SMART Sponsorships
Fully Customized
to Sponsor
ROS/ROC Banners
(728x90, 300x250)
Section
Interstitial
SMARTnano Unit
SMARTsection
SMARTsites
eNewsletter Ads
(728x90, 300x250)
Event Coverage
SuperTakeover
SMARTscreen Unit
SMARTnewsletter
Vendor Webcasts
Half Page Unit
300x600
Native Advertising
Billboard Unit
Branded Solo Email
Editorial Webcasts
Spring Unit
Video Library
Scroll Reveal Unit
ThinkAdvisor.com
STANDARD DISPLAY ADVERTISING:
Run of Site (ROS) and Run of Channel (ROC)
Get your message in front of the right audience. These standard IAB units are available as run
of site to maximize visibility or targeted to specific topic channels to align your message to
relevant editorial.
728X90
Available
Channels
300X250
300X600
The Portfolio
Wealth
Retirement
The Practice
Leverage the reach
of ThinkAdvisor to
drive awareness and
engagement with your
target audience:
344,786 Monthly Users*
1,423,208 Monthly Pageviews*
300X250
AD POSITIONS
Leaderboard
Medium Rectangle
Half Page
Takeover†
SIZE
728x90
300x250
300x600
(2) 728x90 & (2) 300x250
728X90
ThinkAdvisor.com
*Google Analytics Jan - June 2015 Average †Available in 1-2 day flights only. Longer duration campaigns are available with Section Sponsorships only.
†
Takeovers can be ROS or ROC (pending availability – may exclude some sections if purchased by other sponsors).
eNewsletter Advertising
Select the eNewsletter that best meets your goal. We offer enewsletters that provide broad
audience reach or topic-specific targeting.
728X90
728X90
300X250
ThinkAdvisor.com
300X250
eNewsletter Advertising
ENEWSLETTERS
ThinkAdvisor.com
FREQUENCY
SUBSCRIBERS*
DESCRIPTION
Daily
52,000 to 57,000
This newsletter contains best practices, relevant statistics and timely industry trends that impact the
investment industry.
Daily
22,000 to 27,000
A quick look in the morning at the best investment news and actionable stories to help advisors manage
their practice.
Weekly
50,000 to 55,000
This newsletter provides practical advice about practice-management and career-transition issues for
wirehouse, independent broker-dealer, and RIA advisors.
Weekly
54,000 to 59,000
Advisors look to this newsletter for the latest information on products, innovations, trends and
performance data in ETFs, mutual funds, hard assets and alternative investments.
Weekly
18,500 to 21,500
The Top 5 stories of the week are delivered weekly to the inbox of advisors ensuring that they’ll never
miss the latest happenings across the industry.
Weekly
21,000 to 26,000
This newsletter ensures that advisors stay up to date on regulatory investigations, rulemakings, fines,
and arbitration and court cases, as well as SEC and FINRA sweeps.
Weekly
61,000 to 66,000
This newsletter offers the latest updates on portfolio protection, insurance and annuities, retirement
income strategies and behavioral finance.
Weekly
38,000 to 42,000
Insights for wealth managers on preserving and endowing wealth, as well as features on top wealth
managers and women and wealth are offered in this newsletter.
As News
is Breaking
36,000 to 41,000
Breaking news bulletins and information for the financial services industry.
Weekly
16,000 to 20,000
This weekend newsletter delivers the information advisors need to know - even when the markets
are closed.
*Publisher’s own data
Solo Branded Emails
Solo branded emails are 100% dedicated to sponsor’s content.
• Extend your reach when you email top advisors who subscribe to our magazines and eNewsletters
• Build trust by aligning your brand with brands advisors already trust
• Increase response rate when readers receive an email from one of our established brands, all very relevant
news sources
• Enjoy complimentary creative consulting with all eBlasts
• 100% dedicated to sponsor’s content
Subscriber Lists*
Investment Advisor: 32,500
Research: 24,500
Our team of Email
Marketing Specialists,
Designers and
Campaign Managers
can provide valueadded services to
ensure the success
of your programs.
Contact us today
to reserve your
email campaign.
ThinkAdvisor.com
*Publisher’s own data
Section Sponsorships
Highly targeted placements for maximum relevance to your target audience. Choose the section
that aligns with your campaign goals.
Sponsorship includes:
• 100% Share of Voice (SOV) on the section main page and related article pages (up to the total impressions reserved
per month)*
• “Sponsored by” logo attribution
AD CONFIGURATIONS:
OPTION 1 (not shown):
(2) Leaderboards (728x90) and
(2) Medium Rectangles (300x250)
OPTION 2 (shown):
Half Page (300x600)* plus
(2) Leaderboards (728x90) and
(1) Medium Rectangle (bottom 300x250)
Add high-impact visibility
and content promotion by
upgrading to a SMARTsection
sponsorship
*Section Sponsorships are NOT exclusive and are not guaranteed
to run for the full month. Sponsors receive 100% Share of Voice
(SOV) on ad units up to the purchased impressions each month,
at which point that month’s campaign ends. The sponsor can
purchase additional impressions or we reserve the right to run ROC
or ROS advertising until the next month start date.
ThinkAdvisor.com
ThinkAdvisor features
21 sections within
four channels:
THE PORTFOLIO
• Portfolio
Construction
• Markets, Stocks &
Economic News
• ETFs
• Fixed Income
& Bond Markets
• Mutual Funds
• Alternative
Investments
WEALTH
• Tax Planning
• The Wealth Manager
• Estate Planning
• Philanthropy
• Risk Management
RETIREMENT
• Income Planning
• Life & LTC Planning
• The Retiree
• Annuities
THE PRACTICE
• RIAs
• The Client
• Wirehouses
• Careers
• IBDs
• Practice
Management
Want to sponsor a topic
you don’t see here?
SMARTsites offer on-demand
editorial sponsorships within
ThinkAdvisor.com
SMARTsections
Take your Section Sponsorship to the next level!
SMARTsections swap the Top Medium Rectangle for a high-impact SMARTnano unit to maximize
visibility for your resources, videos and other valuable content. Add an optional Site Skin for more
high-impact attention to your message.
• SMARTnano content unit (300x600) features multiple tabs for your resources, videos, and links
• Takeover of display advertising in section (2 leaderboards, 1 medium rectangle)
• Logo sponsorship on section home page
• Site Skin (optional)
• Every click on every component is tracked
• Includes quarterly webcast
ThinkAdvisor.com
Minimum buy applies
Available with the
same sections as
section sponsorships
Native Digital Advertising
Expanded Program for 2016
Connect your thought leadership content with our website audience in the context of the editorial
user experience. Native Advertising includes multi-platform content placements in the flow of our
editorial stories, resulting in higher visibility and engagement.
NEW FOR 2016 - NATIVE WEBCAST PROMOTION: We’ll create a native companion
article to promote your upcoming or archived webcast (or series) to promote registration or archive
views. Available with editorial or vendor formats.
Accepted Formats:
Visibility
Engagement
Blog Post
Appears just like editorial content except for “Sponsor
Post” label and “Presented by” text with the sponsor’s
logo. Includes:
The Sponsor Post Page – clicked through from all
placements – includes roadblock of standard banner units†.
Video
Audio Podcast
Webcast Extension
1. Homepage & Channel Homepage:
Runs in one of the top story spots for
48 hours – including mobile and tablet*
2. Daily eNewsletter: Runs in a fixed story
position just below top story for 3 days**
Article
Native Quizzes
728x90
Subject to Native Content Guidelines and approval.
LOGO
LOGO
3. Social Channels: Sponsored content
promoted via our editorial social
channels***
We also offer a Native
Print Advertising
program. Ask your
sales representative
for details.
300x250
Need content?
Our Marketing Solutions
team can help.
LOGO
ThinkAdvisor.com
Minimum buy of 3. *Channel selected by sponsor, subject to availability ** Based on availability, minimum of 3 placements guaranteed (may not be consecutive).
***Main handle and/or up to 2 sub-handles depending on topic relevance. †Ad performance will be reported but is not a goal of Native packages.
Native Print Advertising
Moving Beyond Advertorials
Sponsored content in our magazines is going to a new level. Native print integrates sponsored
content seamlessly within the magazine to enrich the reader experience and – for the first time
– offers promotion on the cover and table of contents to increase visibility.
High-Visibility on Magazine Cover
Different from traditional advertorials because of their
editorial nature, native articles can be promoted right
on the cover.
Prominent Exposure in Table
of Contents
Also not previously available with advertorials,
native articles appear in the Table of Contents.
Editorial-Quality Article
Appears like regular editorial content except with
“Sponsored Content By” label followed by the
sponsor’s logo.
Start engaging with your target audience today.
Ask your representative for details.
ThinkAdvisor.com
Content guidelines apply. All articles must be reviewed and approved by magazine editor.
Event Coverage Sponsorships
Exclusive advertising aligned to our coverage of leading industry events and conferences.
Daily coverage during event on ThinkAdvisor.com:
• “Brought to you by” Sponsor Logo Attribution
• On ROS pushdown featuring editorial
coverage – includes homepage
• In Special Coverage content feed
• Exclusive Advertising
• Ads within all editorial article pages
covering the event – two 300x250s and
two 728x90s per page
• Two Special Report eNewsletters during
event – both ad units (300x250, 728x90)
• Featured commentary through
social media
• Pre- or Post-Event Webcast
Events*
FSI OneVoice
TDAI National Conference
IMCA Annual Conference
Pershing INSITE
Morningstar Investment
Conference
FPA Experience
Schwab Impact
NAPFA National
Morningstar ETF Invest
ROS
Pushdown
ThinkAdvisor.com
*Event sponsorship subject to association approval.
Global Indexing & ETFs Conference
ThinkAdvisor Video Library:
Video Hosting & Promotion
Get more exposure for your video content. Our Video Library program offers a
cost-effective way to promote your videos to our highly targeted website audience.
1. Upload and distribute videos
through the ThinkAdvisor.com
Video Library
2. Videos are syndicated on
a Mini-player throughout
the site*
Videos are sortable via a topic menu and are
discoverable through site search.**
Need videos?
We offer custom video
production services.
LENGTH OF COMMITMENT
3 MONTHS
12 MONTHS
Minimum Guaranteed Views
100 per video
500 per video
Individual videos (price per video, up to 4 videos)
$600
$2,000
Package of 4 videos
$2,000
$6,500
Package of 12 videos
$4,800
$15,600
Ask your account executive about other
opportunities to promote your videos.
ThinkAdvisor.com
*Each video will be featured in the Player at least 5 times. **Topics are based on site channels and are assigned by ThinkAdvisor.com
HIGH-IMPACT ADVERTISING:
Billboard Unit
Premium positioning and large ad format – the biggest in-banner unit we offer –
provides increased visibility for your message.
A massive 970x250* display ad provides maximum brand boost and ensures your message will be seen.
• Takes the place of the Top Leaderboard position, right below the navigation bar
• Can be collapsed by user (to 970x50)
• ROS or Channel Targeted (ROC)
970x250
ThinkAdvisor.com
Minimum buy applies *Adheres to IAB Guidelines; Available on large screen formats only
HIGH-IMPACT ADVERTISING:
Spring Unit
Our only “above the nav” unit combines exclusive positioning and explosive user interaction –
unit expands to full size when the user hovers over it.
A 1080x100 top-of-page unit “springs” to 1080x600 on hover, pushing the site content down.
• Desktop only
• ROS or Channel Targeted (ROC)
Initial State
Expanded State
ThinkAdvisor.com
Minimum buy applies
HIGH-IMPACT ADVERTISING:
Scroll Reveal Unit
Large-format ad reveals your message as user scrolls through site content.
This unique high-impact ad unit offers full-page size and a unique “revealing” effect.
The ad slowly comes into full view as the user scrolls down the page.



Clickable Print Package
Amplify the exposure of your
print advertising and create a
more complete brand experience.
We’ll run your FP4C or Spread
4C ad as a Scroll Reveal Unit at a
package price.* Contact your sales
representative to learn more.
ThinkAdvisor.com
Minimum buy applies *Timing subject to availability.
HIGH-IMPACT ADVERTISING:
Interstitials & SuperTakeovers

Get proven performance from these high-impact favorites.
Interstitials

Engage users as soon as they enter the site. Flexible design
can combine branding with multimedia content.
SuperTakeovers
Customized Site Skin (background graphic) surrounds the user
experience with your message and call to action
• Site Skin plus takeover of standard banners: (2) 728x90 and
(2) 300x250
•C
an be ROS (frequency capped) or Channel targeted (ROC)*
• Available in 1-2 day flights only**
ThinkAdvisor.com
*Subject to availability, will not run on Sections owned by other sponsors **Longer duration campaigns are available with SMARTsection Sponsorships.
SMARTengage UNITS:
SMARTnano
High Visibility and Multimedia Distribution
A content-rich 300x600 unit – takes the place of the Top Medium Rectangle on targeted pages.
• Features multiple tabs (up to 4) to promote multimedia content – PDFs, videos, social streams, and more
• Tabs can be arranged by content type, topic or what best suits your content
• Incorporates 300x250 ad or customized promotion above tabbed content area (does not change with tabs)
• ROS or Channel Targeted (ROC)
SMARTengage units
deliver high-impact
content distribution
Designed to drive interaction
with your resources, videos and
social content.
• All the resources your target
requires in one easy-tonavigate unit
• Expandability and high visibility
to ensure your message is seen
• Demonstrable ROI – every
content engagement is tracked
• Targeting to relevant topics
or sections
ThinkAdvisor.com
Minimum buy applies
SMARTengage UNITS:
SMARTscreen
The newest member of our SMARTengage suite provides the ultimate in content engagement
via a two-part, user-activated unit promoting your resources and social streams.
• A 300x600 display unit previews 3 pieces of content with a call-to-action to expand unit.
• Expands to the right of the website – 400x1000 to promote:
» Campaign message
» 1 video
» 3 featured articles or blog posts (with preview blurb)
» Social feed/handles
This unit demands
attention for
your content and
industry expertise
• ROS or Channel Targeted (ROC)
Initial State
ThinkAdvisor.com
Minimum buy applies
Expanded State
SMARTnewsletter
100% share of voice and content distribution in four editorial eNewsletters of your choice.
Includes exclusive advertising, sponsor logo attribution, and a large content-promotion unit.
• Exclusive sponsorship of
4 eNewsletters (minimum)*
728x90
• Includes 728x90 and 300x250
display advertising PLUS a 300x350
area to promote up to 4 content assets
• Each content link is tracked
LOGO
• Sponsor logo attribution
300x250
ASSETS
LOGO
ThinkAdvisor.com
*Minimum buy applies. Does not have to be consecutive but must be same eNewsletter title.
SMARTsites
Editorially-driven, sponsored sites – based on specific topics – that integrate our third-party
editorial with your thought leadership resources to provide a deep dive into the topics most
relevant to our audience. Maximize your marketing effectiveness and engagements.
Benefits
Continuously
updated original
editorial content*
• Own a topic of your choosing –
100% share of voice*
• Editorial content enables traffic
promotion via editorial channels
not available to other sponsors –
significantly boosting pageviews
above standard microsites**
+
Your content
=
Enhanced credibility
and alignment with
trusted content
• Fulfill the information needs of
your target and establish your
company as a preferred solution
provider
• Turnkey: Includes page design,
hosting and maintenance PLUS
full traffic-driving campaign and
guaranteed traffic
Leverages our editorial reach, recognition and influence to provide
sponsors with brand awareness, thought leadership and engagement.
ThinkAdvisor.com
*Sponsor approves site topic and areas of focus but does not review or approve editorial content prior to publishing. **Editorial promotions are not sponsor branded.
ThinkAdvisor CE Center and
ThinkCE App Sponsorship
Connect with financial advisors via our exclusive multi-platform program
ThinkAdvisor’s CE Center platform is used by financial advisors who need to keep their
CE credits current in order to satisfy CFP Board requirements. Using this unique platform,
advisors can earn valuable CE credits and also track and record credits
in one convenient location, accessible via web, tablet and mobile devices.
728x90
• Exclusive ownership of all ad units in the CE Center
• Sponsorship of all test alert and follow-up emails
• Sponsorship of a webcast (one per quarter, with a 6-month commitment)
300x250
• Sponsor logo on App splash screen
• Full-screen interstitial ad during test taking – your ad will appear
after every 4th question for 15 seconds*, with an option to link to your site
300x250
• Scoring Screen logo placement and hyperlink to your site
• Quantitative measures of program performance reported via a single ROI scorecard
Add a lead generation sponsorship package for even more engagement opportunities.
Start engaging with your target audience today.
Ask your representative for CE Center &
App Sponsorship details.
ThinkAdvisor.com
*Or until user exits.
728x90
Digital Specs
Questions? Call: 800-544-0622
For more info on digital products and
specs, visit: engage.alm.com
Website
UNIT
DIMENSIONS (PIXELS)
MAX. FILE SIZE*
FILE FORMATS
Leaderboard
728x90
35K
Medium Rectangle
300x250
35K
Half Page
300x600
60k
Interstitial
640x480
75K
Flash (.SWF)
GIF (static or animated)
JPG
PNG
HTML
Logo Placements
88x31
10K
Static GIF or JPG
SuperTakeover**
(takeover plus skin)
1340px wide by 1000px high; site width = 1040
(Plus (2) 728x90 & 2x 300x250)
100K
Single static image
(JPG or PNG)
Billboard**
970x250 (open); 970x50 (collapsed)
Spring Unit**
Total image size needed: 1080x700px. The top
100px will be shown in the collapsed state. When
the unit expands, the top 100px of the image
slides up and out of view, showing the remaining
600px below.
Scroll Reveal Unit
1080x1080 (canvas)/1080x600 (viewable area);
1080x600 (medium screens); 640x960 (small
screens)
SMARTnano
300x600
SMARTscreen
300x600 (closed), 400x1000 open
Rich Media Options:
Expandable, Audio and Video,
In-Banner Streaming and Transitional
For detailed specifications,
visit engage.alm.com
Built by our Digital Creative team based on client’s
components. For details, visit engage.alm.com
eNewsletter
UNIT
DIMENSIONS (PIXELS
MAX. FILE SIZE*
FILE FORMATS
Leaderboard
728x90
15K
Static GIF or JPG
Medium Rectangle
300x250
15K
Static GIF or JPG
Text Ad
88x31; Text: 200 Character Limit (including spaces)
10K (Logo)
Logo: Static GIF or JPG
Responsive
UNIT
DIMENSIONS (PIXELS
MAX. FILE SIZE*
FILE FORMATS
Mobile Interstitial
300x250
50K
JPG or PNG, 3rd party tags
ThinkAdvisor.com
*Static or rich media **Creative services available, fees/higher CPMs apply.
Approved Third Party Vendors:
Bluestreak, DoubleClick DART Motif,
Eyeblaster, PointRoll, Unicast In-Page
Enliven, Viewpoint, Atlas, Flashtalking,
Conversant and MediaMind
Send Materials and/or
Questions to:
Debbie Maggard
Client Services Manager
Phone: (859) 692-2197
[email protected]
For full specs or for Native,
Video and other sponsorships
visit our ad specs website:
engage.alm.com
Premium Lead Generation
Whether you need to recruit new talent, open new distribution channels or deliver
prospects to sales, our proven lead generation process will deliver the results you need
today at a higher return on your investment.
Our Proven Process
1
We build and host an integrated SPONSOR STOREFRONT
to showcase your lead generation offers, as well as
articles, press releases, events, and more
2
We drive traffic to your storefront and generate leads
using an INTEGRATED MEDIA CAMPAIGN, including
targeted emails, eNewsletters, banners, links and an
online Resource Library
3
Prospect registers to become a lead via a
CUSTOMIZED REGISTRATION FORM* tailored to each
of your content resources
4
REAL-TIME LEAD DELIVERY plus instant email
communication sent to leads on your behalf, enables
the quick follow up that increases conversions
5
Track and monitor your campaign activity with a
CLIENT DASHBOARD, including storefront views,
content/promotion effectiveness and all lead data.
ThinkAdvisor.com

Scalable programs
available to meet
any budget
NEW!
Integrates seamlessly
with your CMS
and marketing
automation platform!

*Standard Lead Information (Name, Email, Phone and Address). Premium fields available. Contact your account executive to learn more.
Premium Lead Services
ThinkAdvisor has an integrated system for maximizing conversions and gaining prospects.
ACQUIRE
PRIORITIZE
CONVERT
GROW
Your Goal
Gain new prospects
Score leads based on
your criteria
Speak to hot, prequalified prospects on
the phone
Book more business
from your existing
clients/customers
Our Solution
Available individually, as an end-to-end solution, or in any combination
tuned to your business goals.
ThinkAdvisor LEADS
Fill your prospect
pipeline with
qualified prospects
Nurture leads and avoid
lost prospects
ThinkAdvisor FOCUS
Score & rank leads to pick
the best leads for more
efficient follow up
ThinkAdvisor ADVANCE
Keep prospects engaged
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and close
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build loyalty through
our managed CRM
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Need timely, relevant
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your efforts? We offer
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services tailored to
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DOWNLOADABLE CONTENT:
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Webcasts
Two webcast formats – editorial and vendor – offer thought leadership opportunities and
engagement with highly qualified registrants who have demonstrated interest in the topic.
Choose to control the content or sponsor our editorial events:
VENDOR: Sponsor creates the content to align with their messaging.
Sponsor is responsible for all content – chooses topic, supplies speakers and presentation.
EDITORIAL: Our content, focusing on the hottest issues and challenges relevant to our audience.
Sponsor receives a short speaking opportunity (5-7 minutes) and participates in Q&A.
CUSTOMIZED
CONSOLE
BACKGROUND
Quick Facts
Who Attends: Investment Agents,
Advisors, Brokers, Wealth Managers,
Financial Planners
Registrants: 275
SOCIAL NETWORKING
Fully integrate
your brand into user
experience
CUSTOMIZABLE
VIEWING
Each attendee can
configure their own
console and
control their viewing
experience
Attendance: 34%
Extends the audience beyond
the attendees through integration
with Twitter, Facebook, LinkedIn
& more
Key Benefits
MOBILE VIEWING
Generate qualified leads
Every webcast can be viewed
on tablets and smartphones
Connect with highly targeted and
qualified advisors
Engage key decision makers via a
powerful suite of interactive media tools
Suggested Topics
• International Investing in Volatile Times
2015 webcast sponsors included:
• How Do Precious Metals Fit into Your
Clients’ Portfolios?
• Robo-Advisors: Friend or Foe?
• The Fiduciary Standard: Where It
Stands, What’s at Stake
• Women and the Future of Finance
• Building Relationships With Client Heirs
• What Exchange-Traded Notes Can Do
for You & Your Clients
ThinkAdvisor.com
*Ranges are for informational purposes only. Final registration dependent on topic and timing for promotions
• Secrets of a Successful Advisory Career
ALM Marketing Solutions
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and engage your target audience.
F2F Events
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Build thought leadership and develop prospects
with small event formats customized to your
marketing priorities.
• Infographics
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• Video
• Executive Forums
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• Lifestyle Events
• Articles
• Inserts
• Blogs & Social Media
• Newsletters
• Collateral
• Direct Marketing
Roundtable Event
Research
Our custom market research informs your planning,
content creation and overall marketing strategy.
• QuickPulse Studies
• Custom Research
• Editorial Sponsorships
For our full marketing services and content
capabilities, as well as best practices and other
resources, visit: activate.alm.com
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About Investment Advisor
Changing With Advisors as They Confront a
Challenging Future
Change is constant among advisors and in the investment, economic, demographic and
regulatory spheres in which advisors ply their trade, run their businesses and serve their clients.
Now in our 36th year of serving advisors, Investment Advisor will continue to adapt as advisors change while
preserving a traditional forum where our top-notch journalists and contributors share their insights into all the areas
essential to advisors.
That includes practice management guidance, investment research and portfolio-building advice, psychological and
demographic profiles of clients and prospects and business-building articles that our readers count on to stay informed
and prepared now and in the future.
An Experienced Editorial Staff
JAMES J. ‘JAMIE’ GREEN, EDITOR-IN-CHIEF
At the helm with more than 30 years of experience
in print and electronic journalism and an IA editor
since 1999.
DANIELLE ANDRUS,
EXECUTIVE MANAGING EDITOR
Combining old-school editing chops with the digital
native expertise shared by millennials.
MELANIE WADDELL
WASHINGTON BUREAU CHIEF
With unparalleled access to the policy makers in the
small town of Washington, D.C. and the judgment
born of decades of journalism experience.
BOB CLARK
EDITOR-AT-LARGE
The man who swings at sacred cows while always
encouraging advisors to be their best.
Contributors – Without Fear or Favor
MARK TIBERGIEN
Never a man to rest on his considerable laurels, the
Pershing Advisor Solutions CEO challenges advisors to
run smart businesses and the industry to evolve to
meet advisors and clients’ changing needs.
ANGIE HERBERS
In encouraging young advisors to pull their weight
and advisor-owners to use their younger talent, this
fellow entrepreneur pushes all the right, if sometimes
painful, buttons.
Monthly Features
Broker-Dealer Briefing
Next-Gen New School
IA’s Asset Allocation Panel
Alternative Investments
The Psychology of Advice
New Features Planned
for 2016
The Active Advisor
The HNW Risk Manager
The Social Security Advisor
Masters of Investing
The M&A Advisor
TOM GIACHETTI
Whether it’s challenging the SEC to make sensible regulation—or advisors to make smart
compliance choices—our ‘celebrity securities attorney’ will always tell you the truth.
DAN SKILES
The president of SSG knows technology, but more important he knows how using the right
software and hardware—and finding the right tech partners—can make a big difference in
the success of your firm.
NOAH HAMMAN
The CEO of AdvisorShares knows all things ETF, and shares in the monthly ETF Advisor the
often-overlooked features (and drawbacks) of index investing.
ThinkAdvisor.com
Investment Advisor Audience
A qualified audience at the heart of the independent advisor
marketplace: 100% of our 100,000 subscribers* have directly
requested their subscriptions, meaning you’ll reach active and
involved industry professionals.*
Audience Demographics†
Diverse Client Base
Independent Financial Planners/ Advisors, RIAs
and Investment Advisors: 66%
75% of Investment Advisor readers serve
HNW individuals
Average client base: 215
81% Single individuals
Average business client size: $11.3M
79% Married couples with a family
Average individual client size: $895,000
78% Married couples
Average AUM: $212M
61% Small to medium-size business
77%
Took a purchasing action
during the past year as a result of
seeing a product or service in
Investment Advisor**
Average years in the industry: 22.8
Male/female readership: 81%/19%
Products recommended
or sold in last 12 months
Services Provided
Retirement Planning
IRAs84%
76%
College Planning Roth IRAs82%
63%
Equity Mutual Funds
72%
63%
Bond Mutual Funds
67%
Money Management
62%
Muni Bonds/Bond Funds
63%
Insurance Services
61%
401(k) Plans62%
Estate Planning
Wealth Management 529 Plans62%
57%
Brokerage Services50%
0
20
40
ThinkAdvisor.com
60
80
100
Variable Annuities
59%
Long-Term Care Insurance 59%
Fixed Annuities 58%
Equity ETFs 56%
†All stats from 2015 Readex Reader Survey unless otherwise noted
* June 2015 BPA Statement, total qualified circulation ** July 2015 Baxter Ad Effectiveness Study
Investment Advisor
initiates action and
drives results
96%
Became newly aware
and/or developed a better opinion
of a product, service or company
as a result of seeing ads or articles
in Investment Advisor.**
70%
Are actively involved in
their organization’s purchases of
investment and insurance products
and services.
$43.3M
Average dollars
directed into financial products in the
last 12 months.
2016 Editorial Calendar
MONTH
JANUARY
ad close: 11/24/15
materials due: 12/2/15
FEBRUARY
ad close: 12/30/15
materials due: 1/6/16
MARCH
ad close: 1/27/16
materials due: 2/3/16
APRIL
ad close: 2/24/16
materials due: 3/2/16
MAY
ad close: 3/30/16
materials due: 4/6/16
JUNE
ad close: 4/27/16
materials due: 5/4/16
MAIN THEME
FEATURE
SPECIAL OPPORTUNITIES
The State of Regulation
With the DOL Fiduciary standard nearing completion, what
else does the SEC, the states, and FINRA have in store for
both RIA and broker-dealer regulation?
Webcast Topic: Responding to the DOL’s Fiduciary Rule:
Training and Education
New Feature: Premiere of Masters of Investing series
Bonus Distribution: FSI OneVoice Conference;
TD Ameritrade National Conference
The Global Advisor
Has correlation gone to 1 between U.S. domestic investing
and global investing? We explore where, and why, those
correlations are growing, and where the diversification
opportunities still exist.
Webcast Topic: Should You Change How You Charge?
AUM or Flat Fees
New Feature: The Active Investor
Social Security & You
Retirement planning requires a deep knowledge of Social
Security. Here’s what advisors need to know, and too
often overlook, in using Social Security to increase clients’
chances of retirement success.
Webcast Topic: Should We Throw Out the 4% Rule? The New Retirement
Planning Scheme
New Feature: The Social Security Advisor
The Wealth Manager
As robo-advisors chip away at advisors’ market dominance
among the mass affluent and high-net-worth, what are
the best family offices doing that workaday advisors can
emulate?
Webcast Topic: Technology and Growth: How to Pick Your
Tech Partner
Bonus Distribution: IMCA Annual Conference
The IA 25
In our 14th annual listing of the most influential people in
and around the advisor industry, we focus on the less-wellknown but still highly influential thinkers, practitioners and
leaders of the industry.
Webcast Topic: The IA 25 Roundtable: Learning From the Best
New Feature: The HNW Risk Manager
Bonus Distribution: NAPFA Annual Conference, NAAIM,
United Planners Annual Conference
The Broker-Dealer Issue
Consolidation is the buzzword in the independent advisor
space, so how are the survivors doing? Plus our exclusive
survey of the independent broker-dealer presidents’
priorities and worries.
Webcast Topic: Broker-Dealers of the Year Tell All
Survey: Independent BDs and Presidents’ Poll
Bonus Distribution: Pershing INSITE; Morningstar Investment
Conference, NIRI Annual Conference
ThinkAdvisor.com
2016 Editorial Calendar
MONTH
JULY
ad close: 5/25/16
materials due: 6/1/16
AUGUST
ad close: 6/29/16
materials due: 7/6/16
SEPTEMBER
ad close: 7/27/16
materials due: 8/3/16
OCTOBER
ad close: 8/31/16
materials due: 9/7/16
NOVEMBER
ad close: 9/28/16
materials due: 10/5/16
DECEMBER
ad close: 10/26/16
materials due: 11/2/16
MAIN THEME
FEATURE
SPECIAL OPPORTUNITIES
Active or Passive?
Indexing has become the champion asset gatherer, as seen
by the fast growth of the ETF industry. So where and when
does active management still make sense?
Webcast Topic: How to Find the Best Active Managers
New Feature: The M&A Advisor
Baxter Ad Effectiveness Study
The Real Estate Issue
The high-net-worth consistently use real estate as one
of their preferred wealth protection investments. Eight
years after the housing bubble burst, where is the smart
money investing?
The Broker-Dealers
of the Year
The readers speak! In our 26th annual readers survey, we
ask independent BD reps to rate their own broker-dealers,
and we just don’t announce the winners--we go deep with
those BDs’ leaders in our annual editorial roundtable to
report on why they’re at the top of their games.
Webcast Topic: Your Peers Dish on Their BDs: Voting Reps Share Their
BDs’ Pros and Cons
Survey: The Broker-Dealers of the Year: Where Reps Would Go; What
They Want
Bonus Distribution: FPA National Conference; Morningstar EFT
Conference, RIIA Conference
The RIA Issue
Market share and top brokers have been heading RIAs’
way. But is this still young profession of independent
advisors prepared for the reality that what got them here
won’t get them to the next level?
Webcast Topic: How the Biggest RIA Firms Got That Way
Survey: RIAs Rate Their Custodians
The Underserved
Client
Advisors are always looking for more clients, but are
competing with their peers for the same small source of
prospects. We present multiple sources of good clients
who are ripe for the prospecting.
Webcast Topic: The Best Prospecting Methods: How to Find New Clients
New Feature: Washington Watch
Bonus Distribution: Schwab IMPACT”
The New
Administration
With a new President and Congress, how will advisors’ lives
change? Will Congress finally act on tax reform? Will the
President address Social Security funding? We’ve got the
answers.
Webcast Topic: How to Stay Compliant in 2017: What Will SEC, FINRA
Examiners Focus on This Year
Survey: Asset Allocation Panel Forecasts 2017
ThinkAdvisor.com
2016 Investment Advisor
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About Research
The Long-standing Brand Advisors Trust
Advisors with the wirehouse firms (Merrill Lynch, Morgan
Stanley, Wells Fargo and UBS) and other top national
employee broker-dealers are driven to grow their wealthmanagement practices by embracing new sales and
marketing strategies, delivering the latest products and
services and finding more ways to assist clients in a fully supported corporate environment.
Research provides these advisors with practical columns and features, including annuity
analysis, comprehensive ETF news, and in-depth financial planning and retirement tools to
help these registered representatives boost their client-centric business. In addition, the
magazine shares wealth-management profiles, recruiting updates and insightful perspectives
on the latest financial and economic issues.
Research is an eight-time winner of the Excellence in Financial Journalism award from
the New York State Society of Certified Public Accountants and also has won awards for
magazine design.
Monthly Features
Broker-Dealer & Recruiting Trends
ETF/Portfolio Developments
Financial Planning
Global Economic Outlook
Mutual Fund News
Sales/Business Development Tips
Wealth Management
Investment Strategies
Tech Innovations
Expert Editorial Team
Janet Levaux, Editor-In-Chief
Janet has been with Research for over 10 years and has 25 years of experience as a financial/business journalist.
Previously, she was an editor for Investor’s Business Daily and the Contra Costa Times. Janet has an MBA and an MA in
international economics/relations and has lived and worked in Asia, Europe and Latin America.
Kenneth Silber, Executive Editor
Ken has been with Research since 2008, and his writing for the magazine has been recognized twice by the New York
State Society of Certified Public Accountants (NYSSCPA) with its Award for Excellence in Financial Journalism. He has
written on topics in economics, finance, history and science for a variety of publications including the Wall Street Journal,
the New York Post, Scientific American Mind and Mental Floss. Ken holds a BA in economics and history.
ThinkAdvisor.com
Retirement Income
Research Audience
A qualified audience at the heart of the wirehouse advisor
marketplace: 100% of our 80,000 subscribers* have directly
requested their subscriptions, meaning you’ll reach active and
involved industry professionals.
Audience Demographics†
Diverse Client Base
Stockbrokers/Financial Advisors/Financial
Planners/RIAs: 87%
77% of Research readers serve HNW individuals
78% Married couples with a family
Average client base: 291
78% Single individuals
Average business client size: $9.24M
78% Married couples
Average individual client size: $932,000
62% Small to medium-size business
Average AUM: $149M
34% Non-profits/foundations/endowments
Average years in the industry: 23
Male/female readership: 83%/17%
Products recommended
or sold in last 12 months
Services Provided
Retirement Planning
IRAs 88%
Roth IRAs 86%
Equity Mutual Funds 82%
401(k) Plans 76%
Muni Bonds/Bond Funds 76%
Bond Mutual Funds 75%
65%
Individual Equities 73%
64%
Variable Annuities
70%
Real Estate/REITs 69%
529 Plans 68%
Long Term Care Insurance 66%
79%
Estate Planning 67%
College Planning
66%
Money Management
Wealth Management
65%
Brokerage Services Insurance Services
0
20
59%
40
ThinkAdvisor.com
60
80
100
† All stats from 2015 Readex Reader Survey unless otherwise noted
*June 2015 BPA Statement, total qualified circulation **Sept. 2014 Baxter Ad Effectiveness Study
Research initiates
action and
drives results
76%
Took a purchasing action
during the past year as a result of
seeing a product or service in Research.
73%
Became newly aware of
and/or developed a better opinion
of a product, service or company as
a result of seeing ads or articles
in Research**
66%
Are actively involved in
their organization’s purchases of
investment and insurance products
and services.
$46.9M
Average dollars
directed into financial products in the
last 12 months.
2016 Editorial Calendar
MONTH
JANUARY
ad close: 11/24/15
materials due: 12/2/15
FEBRUARY
ad close: 12/30/15
materials due: 1/6/16
MAIN THEME
FEATURE
SPECIAL OPPORTUNITIES
International Investing
Surviving Volatility, Overlooked Markets,
Expatriates as Clients
Webcast: International Investing Despite Turmoil—or Because of It
Bonus Distribution: FSI OneVoice Conference; TD Ameritrade
National Conference
Wealth Preservation
Ways to Preserve Wealth, Alternative Investments,
Commodity Investing
Webcast: Do Precious Metals Fit in Your Clients’ Portfolios?
Industry Leadership
The Future of the Wirehouses, Leadership Stories,
Thought Leaders
Client Segmentation
Generations and Niches, Advisors Who Changed Lives,
Fee Strategies
Bonus Distribution: IMCA Annual Conference
Technology
Will Robo-Advisors Rule?, Social Media Trends,
Innovative Platforms
Webcast: Robo-Advisors: Friend or Enemy?
Bonus Distribution: NAPFA Annual Conference, NAAIM, United Planners
Annual Conference
Broker-Dealers
Which Firms/Channels Are Winning? Succession
Planning, Fiduciary Issues
Webcast: The Fiduciary Standard: Where It Stands; What’s at Stake
Bonus Distribution: Pershing INSITE; Morningstar Investment
Conference, NIRI Annual Conference
MARCH
ad close: 1/27/16
materials due: 2/3/16
APRIL
ad close: 2/24/16
materials due: 3/2/16
MAY
ad close: 4/1/16
materials due: 4/8/16
JUNE
ad close: 4/27/16
materials due: 5/4/2016
ThinkAdvisor.com
2016 Editorial Calendar
MONTH
JULY
ad close: 5/25/16
materials due: 6/1/16
AUGUST
ad close: 6/29/16
materials due: 7/6/16
SEPTEMBER
ad close: 7/27/16
materials due: 8/3/16
OCTOBER
ad close: 8/31/16
materials due: 9/7/16
NOVEMBER
ad close: 9/28/16
materials due: 10/5/16
DECEMBER
ad close: 10/26/16
materials due: 11/2/16
MAIN THEME
FEATURE
SPECIAL OPPORTUNITIES
Women and Minorities
Women on Wall Street, Client Family Dynamics, New
Wealth Strategies
Webcast: Women and Finance’s Future
Politics
Political Realignments, Serving Politically Connected
Clients, Art Investing
Relationships
Behavioral Finance’s Frontier, Pro Bono Work,
Dealing With Heirs
Webcast: Building Relationships With Clients’ Heirs
Bonus Distribution: FPA National Conference; Morningstar EFT
Conference, RIIA Conference
Baxter Ad Effectiveness Study
ETFs/Portfolio
Evaluating ETF Sectors, Exchange-Traded Notes,
Hedge Fund Strategies
Webcast: What Exchange-Traded Notes Can Do for Your Clients
Retirement
How Much Risk Can Retirees Handle? Retiree Lifestyle
Trends, How Advisors Retire
Bonus Distribution: Schwab IMPACT
Careers
Advisor Hall of Fame, Overcoming Career Hurdles,
Predictions Roundtable
Webcast: Secrets of a Successful Advisory Career
ThinkAdvisor.com
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Share your success story with financial
advisors and their investor clients
Through this exclusive advisor and investor-focused program, we promote Corporate
Profiles to advisors in Research magazine. These profiles appear next to comments from
industry experts that advisors share with investors to help them better understand why they
may want to buy shares in a particular company or industry.
The Fact Sheets are distributed upon request to financial advisors via Research’s exclusive, targeted one-on-one outreach and
e-mail campaigns. Each issue of Research has a special spotlight section of Corporate Profiles, along with a listing of current Fact
Sheets available upon request.
Corporate Profiles can be printed in:
Our Investing Guides bring both advisors and investors critical insights into industries and sectors that play an important role in their portfolios and retirement
income. These guides have included analysis of electric utilities, MLPs, the natural gas industry, oil & gas sectors and REITs.
Our Sector Spotlights give advisors and investors the latest perspectives on industry trends driving the earnings of high-quality companies. These are views that
few investors have easy access to. Past spotlights have highlighted sectors like health care/biotech, energy, water and consumer staples.
Our Special Features zoom in on the many benefits that dividend-paying stocks and companies with strong records of total returns provide to investors.
December 2014
Plains All American Pipeline, L.P.
Plains GP Holdings
NYSE: MMP
NYSE: PAA & PAGP
Investor Fact Sheet
NYSE: PAA
www.paalp.com
For more information
Please visit our website:
www.PlainsAllAmerican.com
For
Additional
or contact:
(866)809-1291
Information,
[email protected]
Please
Contact:
NYSE: PAA & PAGP
Plains All American Pipeline, L.P. (“PAA”) is a publicly traded master limited partnership that owns and operates midstream energy
infrastructure and provides logistics services for crude oil, natural gas liquids (“NGL”), natural gas and refined products. PAA owns
an extensive network of pipeline transportation, terminalling, storage and gathering assets in key crude oil and NGL producing
basins and transportation corridors and at major market hubs in the United States and Canada. Plains GP Holdings (“PAGP”) is a
publicly traded entity that owns an interest in the general partner and incentive distribution rights of PAA.
Cemig in Figures - Consolidated
Investment Highlights
•Investment-gradecreditrating(BBB+/Baa2)
•51consecutivequartersofdeliveringresultsin-line
with or exceeding guidance
PAA Financial Profile
Operational Expertise. Opportunities for Growth.
SunCoke Energy Partners, L.P. (NYSE: SXCP) is a unique raw materials
processing and handling master limited partnership (MLP) serving the steel
PAGP Financial Profile
•~$19.2billionequitymarketcapitalization
•~$16.9billionequitymarketcapitalization
•~5.1%currentyield
•~2.9%currentyield
•Achieved10%distributiongrowthin2014
•Achieved28%distributiongrowthin2014
and utility industries. In our cokemaking and coal logistics businesses, our
Our coal handling terminals have the
collective capacity to blend and transload
more than 30 million tons of coal annually
and are strategically located to enable
material delivery to U.S. ports in the
East Coast, Gulf Coast and Great Lakes.
PAGP Distributions Levered to Growth at PAA
(Illustration for directional purposes)
PAGP Distribution Leveraged to Underlying PAA Distribution Growth
PAGP Distribution also Grows as PAA Unit Count Grows (Linear Relationship)*
50.0%
PAA EQUITY CAPITAL RAISED
At the current level,
GP Multiplier ~1.9x
28.2%
30.0%
$300 million
18.8%
20.0%
10.0%
9.4%
$600 million
Increasing
5.0%
10.0%
15.0%
20.0%
$900 million
Note: Assumes current PAA annualized distribution of $2.64 per unit remains
constant.
* Net Unit Price based on $51.45 gross PAA unit price (as of 11/28/2014).
Core Strengths
We’ve built our company on
what we do best: processing
coal to make high-quality
coke. Now we’re exploring
new paths for growth by
leveraging our expertise
in raw material processing
and handling.
• 754 properties comprising 110 million square feet
11.9%
upside
13.5%
Priorities for Growth
The foundation of our success and first priority is operations excellence.
The SunCoke Way is a set of processes that drives excellence throughout
our organization through a focus on continuous improvement in operations,
productivity, safety and environmental standards.
Our second priority is to work with our sponsor on future dropdowns of their
existing domestic and Brazilian cokemaking assets in 2015 and 2016. We also
see potential for new greenfield coke plant development as many of the U.S. and
Canada’s aging facilities are retired over the next several years. Our sponsor holds
permits to build a new cokemaking facility in Kentucky that we will have first rights
to purchase once operational.
The third priority is to drive growth. Our highly experienced team in coal logistics
is working to grow volumes to maximize current capacity even as we pursue
potential follow-on acquisitions to build scale and market presence. In addition,
we are looking to broaden the scope of our potential growth by leveraging our
expertise in the processing and handling of raw materials for industrial customers.
Consistent cash flow
Our secure, long-term “take-or-pay”
cokemaking contracts contain key passthrough provisions that insulate us from
commodity risks and generate stable cash
flow. Enduring customer relationships in
our coal logistics business support our
outlook for consistent and predictable
fee-based coal handling revenues.
For more information on SunCoke Energy Partners, L.P., please visit our website at www.sxcpartners.com or contact a member of our Investor Relations team at (630) 824-1987 or
[email protected].
This fact sheet contains forward-looking statements, including statements about the plans and strategies of SunCoke Energy Partners, L.P. Factors that could cause actual results to differ
materially from management’s expectations are disclosed in SunCoke Energy Partners’ most recent filings with the Securities and Exchange Commission. Investors are cautioned not to
place undue reliance on these forward-looking statements, which speak only as of the date of this publication. Except as required by law, SunCoke Energy Partners does not intend to
update or revise its forward-looking statements, whether as a result of new information, future events or otherwise.
www.cemig.com.br
$22.58
$0.6000
39M
Cash Coverage Ratio:
1.23x
NAREIT
Wells Fargo Bank,$30.60
N.A.
$23.40
$26.90
Shareowner
Services
P.O. Box 64874
St SXCP
Paul,Unit
MN
55164-0854
Price**
$30.06
$0.4850
1.866.557.8695
$0.5000
$30.24
$26.91
Transform:
Trading up to higher-quality properties in top markets
Concession area (km²) (1)
Simplify:
Focusing on owning retail real estate in the U.S. and Canada
Plus:
$21.52
Taking advantage of opportunistic retail investments
0.6
These$0.5715
four parallel paths to growth end in the same destination:
$0.5408
$0.5150 $0.5275
28,050
517.60
184.18
435.57
267.97
Nov ‘13
Feb ‘14
May ‘14
Aug ‘14
Nov ‘14
Feb ‘15
May ‘15
3rd Largest Generation Group
Largest Transmission Group
by energy sales
by installed capacity
by Permitted Annual Revenue (RAP)
31,485
467.87
171.56
390.06
» Most liquid stock in the sector
578,448
37,998
• Free float 77% of total shares; exchange-traded in São Paulo, New York and Madrid
540.59
• More than 120,000 stockholders – in more than 40 countries
176.43
• Average daily trading volume (in the last 12 months up to 08/15)
455.75
www.magellanlp.com
273.16
105
70
70
7,717
7,158
7,032
99,818
98,175
108,400
392,030
387,870
384,750
• NYSE – US$ 21.12 million
• BM&FBOVESPA (São Paulo-Brazil) – R$ 57.70 million
9,454
9,413
Investor
Relations
» Portfolio of investments balanced between areas of operation
Distribution lines (Km)
Paula Farrell • 877-934-6571 • [email protected] • Installed Generation Capacity – 7.7 GW
Financials - IFRS*
Net income per share - R$
Net equity - R$ million
Book value per share (Holding company) (3)
Debt/net equity (%)
25,165
19,540
16
6,382
19,390
14,627
24,447
18,460
21
23
5,186
5,084
33
35
28
16,812
17,709
19,009
3,137
3,104
4,272
2.49
2.47
5.37
11,285
12,638
12,044
8.97
14.82
14.12
27.80
24.56
35.47
120
75
134
Current liquidity
0.60
1.10
0.84
general liquidity
0.80
0.90
0.95
13,509
9,457
16,170
Total debt - R$ million (5)
Notes:
(1) Figures include Cemig D and Light.
(2) Generation at center of gravity, less the generation losses and
internal consumption of plants. Includes Cemig GT and Light.
(3) Figures include Cemig GT, Light, TBE and Taesa (as from 2009).
(4) (Total number of shares) X (unadjusted price of PN share on December 31).
| blog.kimcorealty.com
* Reflects proration of thekimcorealty.com
$0.4125 minimum quarterly
distribution rate for the January 23, 2013, closing of the SXCP IPO
** Unit price on date of distribution payment
Largest Distributor
» Positioned as consolidator
9,469
Price / Earnings
0.2
578,448
244.62
Operational
Information as of December 31, 2014
Dividends declared - R$ million (7)
0.4
2012
8,368
Average retail tariff, including ICMS tax (R$/MWh)
Residential
Industrial
Total Shareholder Return — the TSR that matters most to our investors.Total debt / total capitalization (6)
$0.3071*
Aug ‘13
578,448
Own generation (Gwh) (2)
Commercial
Redevelop: Getting the most value out of our strongly situated shopping centers
Return on equity (%)
$25.41
2013
7,922
• Investments rigorously selected for profitability and value accretion
Rural
Transmission lines (Km) (3)
$0.4225 $0.4325
May ‘13
7,922
grade company. Our investors
benefit
primarily fee-based business,
1,544
1,502 from our1,382
• History of successful acquisitions
5,415
5,415
low-risk growth projects
and attractive
quarterly5,415
cash distributions.
805
805
805
Number of plants in operation
KIM
$0.4000
$0.2000
2014
12,229
11,899
11,565
With Magellan, you are
investing in
the strength
and stability of an investment-
The market
11,600 leases
dividend since initial public offering in
S&P BBB+ | Fitch BBB+ | Moody’s Baa1
Strong sponsor support
Growth opportunities aheadCredit Rating:
Source: NAREIT, Bloomberg
Urban
Dividend:
$0.96 annually, ~3.8% yield
Our sponsor provides certain protections
Our operating efficiencies, lower
cost of
Rural
under our omnibusInvestor
agreement,
including
capital due to our partnership Gross
structureOccupancy:
95.6%
Relations:
the promise to purchase under current
and proven ability to deliver competitively
Enterprise Value:
$16.1B
David Bujnicki
Gross operational revenue - R$ million
contract terms coke produced by us but
priced, high-quality coke provide an
VP Investor Relations &
Stock Price:
KIM $25.14
Net operational revenue - R$ million
not taken by customers
through
2018, and edge to pursue construction of a new
Corporate
Communications
Operational margin (%)
to indemnify us [email protected]
pre-existing known and cokemaking facility. We will also pursue
Ebitda - R$ million
unknown environmental,
and
growth through the potential acquisition
Kimco regulatory
Realty Corporation
Ebitda - margin (%)
strategy can be summed up in three letters and one symbol: TSR+.
other liabilities. 3333 New Hyde Park Roador development of rawKimco’s
material growth
processing
Market capitalization - R$ million (4)
New Hyde Park, NY 11042and handling businesses.
Net income - R$ million
DJIA
4.00%
- 0.20%
[email protected]
Why invest in Cemig?
2013
19.96%
15.95%
Service
Number of consumers ('000) (1)
Number of employees
Generating capacity (MW)
Unit Price: $ 21.29
10.6%
**As of September 18/2015
2014
-48.03%
-44.87%
-62.24%
- 14.31%
Magellan owns the longest
refined 1.27%
products pipeline
system in the country. We
-65.18%
3.58%
- 9.95%
can tap into nearly 50% of the nation’s refining capacity and store more than 90
» Largest Brazilian integrated power company
million barrels of petroleum products, such as gasoline, diesel fuel and crude oil.
S&P 500
S&P 500
SXCP Profile: (as of March 31, 2015)
Current Yield:
*Source Economática
Consumers per employee
• Included in S&P 500 Index since 2006
Distribution and Unit Price
Transfer Agent:
Units Outstanding:
CIG.C (ADR common Shares – 1 to 1 ratio)
DESCRIPTION
Locations served
NAREIT
1.866.831.4297
Annual Distribution
Per Unit: $ 2.29
CMIG3
CMIG4
CIG (ADR for preferred Shares – 1 to 1 ratio)
Municipalities served (1)
• DJIADividend reinvestment and direct stock purchase plan
A Compelling Investment
4.8%
PAA Distribution Growth
Note: Assumes PAA L.P. units outstanding remains constant at 373.8mm
(as of 11/28/2014).
• Over a 50-year history in shopping center acquisitions,
development and management
• provide
Paid quarterly cash
mergers and acquisitions
KIM
November 1991
to our distribution growth
10.8%
9.8%
0.0%
• Owner and operator of North America’s largest publicly traded
portfolio of neighborhood and community shopping centers
(November 1991 - December 2014)
3.2%
2015**
A REAL ESTATE INVESTMENT TRUST (REIT)
A Real Estate Investment Trust, or REIT,
is a company that owns, and in most
cases operates, income-producing real
estate. Some REITs finance real estate.
To be a REIT, a company must distribute
at least 90 percent of its taxable income
to shareholders annually in the form of
Distributions
dividends.
known
• Since our IPO in REITs—also
January 2013,
we as real •estate
We intend to further increase cash
stocks—have matched or outperformed
Geographically
diversified across 39 states,
have raised quarterly cash distributions
distributions per unit in • 2015
and
most other major equity market
by 39% over our $0.4125 minimum
Puerto
expect our fourth quarter rate
to Rico, Canada, Mexico and Chile
benchmarks over three decades.
quarterly distribution rate, bringing
be $0.6055 or $2.42 annualized
• Solid tenant mix in a portfolio of approximately
our annualized cash distribution per
REITS
MEASURE UP OVER
TIME of our sponsor’s
with 5,700 tenants
unit (as of May 2015)
to $2.29
• The dropdown
Compound Annual Total Returnsremaining
Since IPO coke assets and potential
Distribution Per Unit
PAGP Distribution Growth
40.0%
Coke – an essential ingredient in blast
furnace steel production – is made by
heating
metallurgical
PAGP
DISTRIBUTION
GROWTHcoal at extremely
high temperatures until it’s nearly pure
carbon. Our advanced technology captures
waste heat from the cokemaking process
for power
generation and meets or
1.6%
exceeds environmental standards.
KIMCO REALTY
WHAT IS A REIT?
owned subsidiary of SunCoke Energy, Inc. (NYSE: SXC), with more than 50
years of expertise in cokemaking and a 58 percent interest in our company.
Note: As of 11/28/14. Distribution amounts through 2014 are the annualized distributions paid in November of the respective year.
Magellan moves the fuel that
keeps America going.
SHARE PERFORMANCE IN THE RECENT YEARS*
tolling, fee-based business model is designed to limit commodity risk and
produce consistent earnings. Our sponsor and general partner is a wholly
0.54
Classificação: Público
•Predominatelyfee-basedcashflow
0.43
0.57
5.30
5.10
4.50
4,156
1,656
4,594
(5) Total debt = loans, financings and debentures.
(6) Total capitalization = Total debt + Stockholders’ equity.
(7) Includes ordinary dividends, extraordinary dividends, and
Interest on Equity.
• Transmission Lines – 5,900 miles
• Distribution Lines – 330,329 miles
» Exceptional corporate governance
• Sarbanes-Oxley – rigorous compliance
September/2015
•InvestmentinessentialNorthAmericanenergy
infrastructure
• Pro-market by-laws set limits to investment/Ebitda and Debt/Ebitda
• Seven from total of 15 Board members are appointed by minority shareholders
» Leader in sustainability
• The only Latin American utility included in the DJSI World Index since its creation (1999)
• Included in Bovespa’s Corporate Sustainability Index since that index was created (2005)
» Solid and growing financial results
• Robust and growing Ebitda
• Continuous growth in Net Profit
» Strong dividend policy
• Minimum 50% of year’s net profit is distributed as dividends
• Extraordinary dividends may be paid in alternate years
30.6
25.8
21.0
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2015-10_Cemig.indd 1
9/22/15 3:14 PM
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