Corporate News

MPI’s “first generation” client servicing efforts were guided by two outstanding client servicing professionals for over 4-years – Michelle Crawford and Jack Doyle. In early 2003, both Michelle and Jack expressed interest in transitioning their careers in different directions. Michelle began pursuing her career aspiration to become a nurse and Jack, a partner at MPI, now oversees his own consulting business. In response, MPI formed the second generation Client Services Group (“CSG”) from the homeoffice in Summit. Nate Nassif joined as the director in 2003, and soon after was joined by two other teammates: Megan Woods and Alex Blaker. Meg will be responsible for client research related projects and Alex will be managing first level support and project management activities.

MPI Stylus Webª – an enterprise information delivery system – offers institutions a simple, web-based platform for instantaneously providing dynamic reports and other content to their desired recipients, regardless of location. Organizations get institutional control and consistency in reporting, as well as an incredibly simple process for adding or modifying Stylus report templates that immediately make the changes available to every one of their MPI Stylus Webª users. The individual users of MPI Stylus Webª get an elegant, user friendly interface that allows access only to institutionally-approved Stylus report templates and databases, but allow for dynamic selection of managers, client portfolios and a few analysis parameters.

eVestment Alliance now offers clients of Markov Processes International (“MPI”) the ability to download it’s performance return history on all investment strategies reported in their eASE Database. The performance history is provided in monthly and quarterly returns all from one link located on the MPI website.

eVestment Alliance provides three cuts of information at 10, 15 and 20 business days after the quarter-end. The first cut of data provided on the tenth business day after quarter-end typically contains approximately 80% of the strategies updated, while the final cut of information will typically contain over 90% of the strategies updated. In addition to the performance history provided in the Stylus Download, eVestment Alliance offers an expanded dataset including selected fields related to asset information, client information, various portfolio characteristics, etc. This allows MPI’s Stylus Pro clients access to pertinent information related to an investment strategy beyond performance data.

MPI clients have access to the standard Stylus Download capability at no additional charge, while an expanded dataset can be purchased for only $1,500 per annum. For more information about how to purchase the Download capability, please contact Matt Crisp at (757) 301-9951 or via e-mail to matt@evestmentalliance.com.

In 2003, MPI helped to roll out templates for large scale installations of Stylus RIA at several institutions, allowing these firms to empower their sales reps, ensure institutional consistency in client communication materials and to shorten the reaction time of the home office to field requests.

Several MPI institutional clients rolled out proprietary rating systems using MPI Prospector Enterprise

In a collaborative effort using MPI’s Integration Platform, MPI and DIA developed an automated system for production of internal and external communication materials. Stylus-produced mutual fund, VA and separate account factsheets can be found in both English and Spanish at the Diversified’s website: www.divinvest.com

MPI Japan held a very well attended seminar for over 120 pension executives and plan sponsors in Tokyo with the focus on benchmarking, performance attribution, and hedge fund risk evaluation. The seminar was hosted by the Tokyo Stock Exchange, MPI’s strategic partner in Japan. In addition to Michael Markov, who spoke on the evolution of Style Analysis methodologies and Hedge Fund analysis, other speakers included Mr. Manabu Miyamoto, President, MPI Japan, Inc.; Mr. Yasuchika Asaoka, Executive Director, Pension Fund Association of Japan; Mr. Noboru Yamaguchi, Managing Director & C.I.O., JTB Pension Fund and Mr. Yasuo Tobiyama, Executive Officer, Tokyo Stock Exchange, Inc.

MPI opens a new company, MPI Japan, Inc. with the office in Tokyo to serve institutional investors in Japan.

MPI staff conducted a full-day regional seminar for MPI clients, in Chicago, Illinois.

MPI’s Director of Marketing spoke on the role of returns-based micro-analysis as an investment process control tool at the “Annual Performance Measurement Conference” held by Institute for International Research in New York City.