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BEFORE & AFTER SLIDES Brought to you by PerfectPlanIt

Before & After slides

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Page 1: Before & After slides

BEFORE & AFTER SLIDESBrought to you by PerfectPlanIt

Page 2: Before & After slides

2FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FUR USE WITH THE PUBLIC.

Products and Services How We Help

Resources and experience Nearly 50 team members

More than 900 hours per week dedicated to research

Size and breadth to attract and gain access

Oversee nearly $170 billion in product

70 relationships

Commitment to intensive due diligence

350+ due diligence meetings per year

Independent oversight with a focus on risk

Product stress-testing

Risk framework

A diverse lineup of funds and managers

BEFORE

Page 3: Before & After slides

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Products & ServicesHow We Help

Resources and Experience

• Nearly 50 team members• More than 900 hours per week dedicated to

research

Size and breadth to attract and gain access

• Oversees nearly $170 billion in product• 70 relationships

Commitment to intensive due diligence

• 350+ due diligence meetings per year

Independent oversight with a focus on risk

• Product stress-testing• Risk framework

AFTER

Page 4: Before & After slides

Discussion: Survey ResultsIndustry Group Response(s) to “how we process the creation of a material”

Oil and Gas When you say you fill out forms and tickets, are you using some kind of a system to track the md requests?Yes and we are going back and having to chase our tickets that aren’t complete at least 25% of the time.

Consumer Goods When (the part request) goes to procurement, is that still the Excel form being routed in an email?Yes. Once the material is created, do you have an automated notification going back to the original requestor?No, this is all done by e-mail. The point for me is that a lot of companies with us included have pushed process creation and maintenance work out and there’s a lot of churn involved around all of that…

Manufacturing Do you have a formal processteam?I wouldn’t say that…Do you use Lotus Notes to collaborate on the process? Yes.Do you use more than one system to manage? Yes. we’re kind of doing double duty (entry).

BEFORE

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DiscussionSurvey Results

95%of interviews describe an extremely complex approach to processing…

Interview results indicate processing is manually intensive

When asked – “what if a seamless end to end, highly monitored system could be deployed…?”

Over 90%replied affirmatively

However, most organizations have a very high regard for their state of processing

AFTER

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• Global Outlook of Gaming• US Gaming Industry Outlook • Europe Gaming Industry Outlook • Brazil Gaming Industry Outlook

Agenda BEFORE

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AGENDA

US Gaming Industry Outlook

Europe Gaming Industry Outlook

Additional Slides

Global Outlook of Gaming

Brazil Gaming Industry Outlook

AFTER

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Deploying a new application always poses challenges

• Transitioning from development to deployment brings three key challenges

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Transparency is lacking Time is wasted Errors are introduced

BEFORE

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The Big Day: Deploying a New AppTransitioning from development to deployment brings three key challenges for today’s operations teams:• Transparency is lacking• Time is wasted• Errors are introduced

AFTER

Page 10: Before & After slides

Changes in Work Life

• Office environments are changing• We work any where, any time

• Need to stay connected• We work on a variety of tasks• Variety of devices being used

BEFORE

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The world of work

is changing.

AFTER

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Assets in the Market

Total assets in the DC and IRA Market The amount of assets has grown significantly over

the past two decades Investment menus have changed The amount of assets in IRAs vs. DC plans is now

similar Mid, small, micro participants and assets Advisors and TPAsAmount of assets in IRA mutual funds

BEFORE

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Total Mutual Fund Assets 12.7 DC/IRA Mutual

Fund Assets 4.5

Total Assets

$12.7DC Plans

$2.1

$2.4IRAs

AFTER

Page 14: Before & After slides

14FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FUR USE WITH THE PUBLIC.

Our Decision Making Process

Internal Committees

Processing Pricing Controls

Purchasing Product Procedures

Board of Trustees

Operations Committee

TCM Committee

Oversight Framework

BEFORE

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Continuously testing our convictions through debate and dialogue results in superior decisions