General presentation

Nancy Fischer

Contents

Pharma Campaign Branding.......................................... 1- 4
Magazine Advertising................................................... 5- 6
Website Design . . .......................................................... 7- 8
Accounting Firm/Banks . . .............................................. 9 -12
Annual Reports.......................................................... 13-14
Marketing Kit. . ............................................................... 15
Packaging..................................................................... 16
Powerpoint presentations............................................... 17
Logo and Icon Design.. ................................................... 18

Diprospan® Concepts and Final Brochure

Campaign Branding

1

For pa in du e t o inF l a mmation ,

Diprospan

®

prospan

®

24 to 48 Hours postinjection
injection

Local anesthe ic
gives mmed ate
re ief by mask ng
pain

4 to 8 Hours
pos injection

24 to 48 Hours
pos injection

Anes het c wears
o f and pain
may eturn

L ng-act ng cort cos ero ds
may begin to prov de
el ef of pa n

only diprospan®

beg ns to reduce inflammation with n
1 to 2 hours prov des long lasting relief
Fast aCtinG

Betamethasone sodium
phosphate begins to
reduce inflammation within
1 to 2 hours before
anes he ic wears o f

s
Long La ting ReLief

Betamethasone
acetate p ovides
sustained relief

Celestone® Soluspan® indication The intra articular or soft tissue
administ ation of CELESTONE® SOLUSPAN® Injectable Suspension is indicated
as adjunctive therapy for short term administ ation (to ide he patient over an
acute episode or exacerba ion) in acute gouty ar hri is acute and subacute bur
s tis acute nonspec fic tenosynov tis
epicondy itis rheumatoid arthr tis synovi is of osteoar h itis
Important Safety Informa ion As w th any potent corticosteroid adverse events
have been associated w th CELESTONE® SOLUSPAN® including flu d and electro
lyte disturbances as we l as adve se reactions involving the following systems
a lergic reactions cardiovascular dermatologic
endocrine gast ointestinal metabolic musculoskeletal neurological/psychiatric
and ophthalmic Corticosteroids may also affect immune response
CELESTONE® SOLUSPAN® should not be administered intravenously or used in
systemic fungal infections Vaccination administration of live or ive attenuated
vaccines is contraindicated in patients eceiving
immunosupp essive doses of corticosteroids
Please see accompanying fu l P esc ibing Informa ion

W I D E LY AVA I L A B L E

d

lonG last nG

W I D E LY AVA I L A B L E

Long L

ing R Lie

Design and create three
concepts. Client chose
solution and designed
layed out and produced
final solution. Models
were selected and
managed in photoshoot.

ONLY Diprospan

ONLY Diprospan
Fast relief

...that lasts
The ONLY injectable corticosteroid product
with a unique dual-agent formulation
Betamethasone sodium phosphate provides fast onset of action
Betamethasone acetate provides sustained relief
Proven safe and effective, with over 40 years
of clinical experience

When the pain of
inﬂammation
demands fast relief...

ONLY Diprospan begins to

reduce inﬂammation in 1-2 hours
before anesthetic wears off

Ava lable in a multi-dose 5-mL vial
Other long-acting
corticosteroids

Inject on

Inject on

Anesthet c

Anesthetic

Betamethasone
Sodium Phosphate

1 2 hrs
hrs
REL EF

PAIN
PAIN

Betamethasone
Acetate

Inject on

Fast relief that lasts.

Betamethasone

Long Act ng
Co ticosteroid

Betamethasone

sodium phosphate aceta e
Anesthetic
gives mmediate Begins to reduce
Provides
rel ef by masking inflammation in
sustained relief
pain
1 2 hours before
anesthet c wears off

Inject on

Pain

In 4 8 hours
Anesthetic
gives immediate post injection
rel ef by masking pa n returns
pain

Long Act ng
Cort cos eroid
Beg ns to work
24 48 hours
post in ect on

Fast relief that lasts.

Campaign Branding

2

Elecon® Branding Concepts

AVOID THE STRUGGLE BETWEEN EFFICACY AND SAFETY

FOR EFFICACY AND SAFETY TOGETHER CHOOSE ELOCON

Efficacy and safety go better together.
Efficacy and safety tied together

NO NEED TO CHOOSE YOUR DIRECTION WITH ELECON IT’S CLEAR

(side effects)

( e f f i c a cy )

LESS IS MORE

This concept needs a tagiline.

The s mple steroid choice for efﬁcacy + safety

Concepts and designs for rebranding
of the. Elecon® campaign. Worked with
writers to come up with strategic ideas.

Campaign Branding

3

Puregon® Concepts and Final Solution

Puregon Delivers

The Proof is in
the Numbers

The proof is in
the numbers

Proven efficacy in
the largest IVF clinical
trial ever conducted.
• Proven results 38%
ongoing pregnancy rate

• Exce lent pregnancy rates
regardless of endogenous LH levels

• Optimal dosing flexibi ity
patient friendly device

• Rich heritage of qua ity
and innovation

Proven efficacy in the largest
IVF clinical trial ever conducted.

38% Proven efficacy in world’s
largest IVF clinical trial

• Proven results 38% ongoing pregnancy rate

• Proven results 38% ongoing pregnancy rate
• Exce lent pregnancy rates regardless of

• Excellent pregnancy rates regardless of
endogenous LH levels

• Optimal dosing flexibi ity patient friendly device
• Rich heritage of qua ity and innovation

A million successes
and counting.


A million successes
and counting.

• Optimal dosing flexib lity patient friendly device
• Rich heritage of quality and innovation

Living Proof
Proven efﬁcacy in the largest

• Proven resu ts – 38% ongoing pregnancy rate
Excellent pregnancy rates regardless of
Optimal dosing flexibi ity, patient friendly device
• Rich her tage of quality and innovation
Proven results. Powerful heritage.

A m llion successes
and counting

Assuring the
Donovan
Family Tree
Lives On

Proven efficacy in the largest
Proven resu ts 38% ongoing pregnancy rate
Excellent pregnancy rates regardless of
Optimal dosing flex bility, patient friendly device
Rich her tage of quality and innovation

Giving Life to a New Generation.

Design and create concepts.
Took clients chosen selection
and created full campaign.

Brochure

www.FertilityJourney.com
Wherever you are in your journey
towards building a family – whether
you’ve just begun or are almost
there – you’ll find guidance, support,
and resources to help you make
decisions along the way

Fertility Journey ™ Brochure

4

Are you Trying to
Get Pregnant?
Now you can find the information and
support you need in one place:

www.FertilityJourney.com

www.FertilityJourney.com is
brought to you by Schering-Plough

over
lityJourney.com

parenthood is an easy one But for nearly
one in six American women, getting pregnant
takes longer — with twists, turns and
sometimes roadblocks along the way
For couples encountering problems,
FertilityJourney com can be a l feline of
information, support, and guidance

Copyright © 2009 Sche ing Corpora ion Kenilwor h NJ 07033 A l r ghts reserved
Pr nted in USA FQ0106 8/09

Design new layouts of brochure
for Fertility Journey™. Layouts
were then applied to refresh
all other collateral including
pop-up banners.

FertilityJourney.com is a free
resource for comprehensive
information, guidance, and
support during your journey
to parenthood.

If You Are Thinking
About Getting Pregnant
If you’re considering getting pregnant or are
ready to start trying, these are exciting times!
FertilityJourney.com is a Web site
that can help you and your partner prepare
for a healthy conception and pregnancy,
and recognize if it’s time to look for help
You’ll find information such as:
• How to decide whether you’re ready
• Truths and myths about preconception

FertilityJourney com can help you take an
active approach to achieving pregnancy,
and making informed choices
On the Web site you’ll find
in-depth information including:
• How to boost
your chances
of getting
pregnant
• How to know
when it’s time
to seek help

• The pre-pregnancy check-up
• Getting pregnant in later years
You’ll also find specialized
interactive tools including:
• A 30-second fertility quiz
• An ovulation calculator to help you
figure out when you’re most fert le
• A ready-to-get-pregnant checklist

• How to find and choose a fertility doctor
• How fert lity tests are conducted, and
what they mean
• How to make the most of your insurance
coverage and find ways to pay for treatment
• How to deal w th difficult emotions
and stress

a persona ized newsletter program
that supports you through the steps
of your fertility journey You and your
partner wi l benefit from relevant
information that's appropriate for you,
delivered monthly to your e-mail inbox
• Use the Clinic Locator to find a
specia ist in your area
• Download Guidebooks for in-depth
explorations of current treatments and
fertility technologies, support information,
glossaries of common terms – even a
place to chart your treatment cycles
• Stay up-to-date with
breaking news about
fertility and treatment

{

Visit Today

Take the first step on your journey
to take advantage of all the
benefits of FertilityJourney.com.

}

National Ad Campaign

fe of a

NuvaRing® Advertising Consumer Magazine (part 1)

NuvaRing® Woman

and a muffin
on the way to the office.
at her desk. The gym after work.
Out to dinner
her boyfriend. Her days are full.
No time to
y about daily birth control.
What to do?
hecks out www.nuvaring.com
to find out about
ething different. Interesting. NuvaRing® is a low-dose
onthly birth control
she can count on.
She discovers that it’s safe,
99% effective, and
convenient. When used as
directed, causes ittle
or no breakthrough bleeding,
She asks her doctor
®
about NuvaRing . Because less time thinking about birth
control means more time to liv h lif

Who’s NOT THINKING About
BIRTH CONTROL Every Day?
You’d Be SURpRISED!
Find out about surprisingly simple
birth control at NuvaRing.com

Go to www.nuvaring.com to find out
how you can stop worrying about birth
control every day. And ask your doctor
if NuvaRing® is right for you.

is just effective as
a small, comfortable
• NuvaRing isthat delivers a low dose • NuvaRing used asasdirected, but the
pill, when
vaginal ring
of hormones.

Important Safety Information
The use of comb nat on oral cont acept ves s assoc a ed wi h increased rsks of several seri
s de effects nclud ng blood clots which may lead to s roke or heart attack NuvaR ng® is n
for women wi h a his o y of hese condi ions The risk of gett ng blood clots may be g eate
w th the ype of proge tin n NuvaRing® than w th some other progest ns in cer ain low
dose bir h con rol p lls It is unknown if the isk of blood clo s s different w th NuvaRing® use
than w th the use of certa n birth cont ol p lls Cga ette mokng ncreases the isk of serous
card ovascular s de effects especially n women over 35; women who use comb na ion
hormonal con racep ives a e st ongly adv sed not to moke NuvaR ng® s not for women
w th certa n cance s or those who may be pregnant NuvaR ng® does not protect aga n t HIV
nfection and other sexually transmi ted diseases The most common s de effects repor ed by
NuvaRing® users are: vagnal nfections and i rtation vagnal sec e ion headache weight
gain and nausea Please see next page for addi ional mportant pa ient nformation
You are encouraged to report negative side effects of
prescription drugs to the FDA.
Visit www fda.gov/medwatch, or call 1 800 FDA 1088.

Learn the facts about
once-a-month NUVARING®
at nuvaring.com

NuvaRing ® is approved for the prevention of pregnancy in women.
The use of combination oral cont aceptives is associated with increased isks of several serious side effects, including blood clots,
which may lead to st oke or heart attack NuvaRing® is not for women wi h a his ory of these conditions The isk of getting blood
clots may be greater with the ype of progestin in NuvaRing® than with some other p ogestins in certain low dose birth cont ol
pills It is unknown if the risk of blood clots is d fferent with NuvaRing® use han with the use of certain birth control p lls Ciga e te
smoking increases he risk of serious cardiovascular side effects, especially in women over 35; women who use combination hormonal
contracep ives are strongly advised not to smoke NuvaRing® is not for women with cer ain cance s or those who may be pregnant
NuvaRing® does not protect against HIV infection and other sexually ransmitted diseases The most common side effects reported
by NuvaRing® users are vaginal infections and ir itation, vaginal sec e ion,
headache, weight gain, and nausea

Visit www.fda.gov/medwatch, or call 1-800-FDA-1088.
Copyright © 2009 S hering Co pora i n Ken lwo th NJ 07033
A l rights ese ved
P in ed in USA
NV0130 12/09

NUVARING®
LESS TO
REmEmBER.

®

vaginal ring that delivers a low dose of
hormones.

• NuvaRing is just as effective as the pill,
®

when used as directed, but you dont have
to take it everyday.

NuvaRing®– It Fits You
NuvaRing® is approved for the prevention of pregnancy in women.
The use of combination oral contraceptives is associa ed with inc eased risks of several serious side effects, including blood clots,
which may lead to s roke or heart attack NuvaRing® is not for women with a history of these conditions The risk of getting blood
clots may be greater with the type of progestin in NuvaRing® than with some other progestins in certain low dose bir h control
pi ls It is unknown f the risk of blood clots is diffe ent with NuvaRing® use than wi h the use of certain birth cont ol pills Cigarette
smoking increases the risk of serious cardiovascular side effects, especially in women over 35; women who use combination ho monal
con raceptives are st ongly advised not to smoke NuvaRing® is not for women with certain cancers or hose who may be pregnant
NuvaRing® does not p otect against H V infection and other sexually transmi ted diseases The most common side effects eported
by NuvaRing® users are vaginal infections and irri ation, vaginal secretion,
Please see next page for additional important patient info mation.

Visit www.fda gov/medwatch, or call 1-800-FDA-1088.
Copyright © 2009 Sche ing Co po ation Ken lwo th NJ 0 033
A l righ s re erv d
P i ted in USA
NV0130 12/ 9

NUVARING®
LESS TO
REmEmBER.

NuvaRing®—
Monthly Birth Control...
So You Have Less to
Forget

NuvaRing®—
Monthly Birth Control...
So You Have Less to Forget

• NuvaR ng is a sma l comfortab e vaginal

• NuvaRing is a small
®

ring that delivers a low dose of hormones

comfortable vaginal
ring that delivers a low
dose of hormones

• NuvaR ng is just as effect ve as the p ll
when used as directed but you don’t
have to take it everyday

• NuvaRing is just as
®

effective as the pi l
when used as directed
but you don’t have
to take it everyday

you don’t have to take it everyday.

Please see next page for add tional important patient information.

Copy ight © 2 09 Sch ring C rpo ation K nilworth NJ 07033 A l righ s es rved Print d in U A NV 130 12 09

Choose safe & effective monthly NuvaRing®
• NuvaRing is a small, comfortable

®

®

NuvaRing® is approved for the prevention
of pregnancy in women.

FORGET DAILy
BIRTH CONTROL!
NOW yOU
HAVE A
DIFFERENT
CHOICE.

Step out of your daily birth
control routine. Find out more at

www.nuvaring.com

Step out of your daily
birth control routine.
Find out more at

www.nuvaring.com

Who’s NOT THINKING About
BIRTH CONTROL Every Day?
You’d Be SURpRISED!
Find out about surprisingly simple
birth control at NuvaRing.com

is just effective as
a small, comfortable
• NuvaRing isthat delivers a low dose • NuvaRing used asasdirected, but the
pill, when
vaginal ring
®

®

The use of combina ion oral contraceptives is associated with increased risks of several se ious side effects, including blood clots,
which may lead o stroke or heart attack NuvaRing® is not for women with a history of these conditions The risk of getting blood
clo s may be grea er with the type of p oges in in NuvaRing® than wi h some o her progestins in ce tain low dose birth control
pi ls It is unknown f he risk of blood clots is diffe ent with NuvaRing® use than with the use of certain birth con rol pi ls Cigarette
smoking inc eases the risk of se ious cardiovascular side effects, especia ly in women over 35; women who use combination hormonal
contraceptives are s rongly advised not to smoke NuvaRing® is not for women with certain cancers or those who may be pregnant
NuvaRing® does not pro ect against H V infec ion and other sexually transmitted diseases The most common side effects reported
by NuvaRing® users are vaginal infections and irritation, vaginal secretion,
Please see next page for additional important patient information.

The use of combination oral cont aceptives is associated with increased isks of several serious side effects, including blood clots,
which may lead to st oke or heart attack NuvaRing® is not for women wi h a his ory of these conditions The isk of getting blood
clots may be greater with the ype of progestin in NuvaRing® than with some other p ogestins in certain low dose birth cont ol
pills It is unknown if the risk of blood clots is d fferent with NuvaRing® use han with the use of certain birth control p lls Ciga e te
smoking increases he risk of serious cardiovascular side effects, especially in women over 35; women who use combination hormonal
contracep ives are strongly advised not to smoke NuvaRing® is not for women with cer ain cance s or those who may be pregnant
NuvaRing® does not protect against HIV infection and other sexually ransmitted diseases The most common side effects reported
by NuvaRing® users are vaginal infections and ir itation, vaginal sec e ion,



Copy ight © 2 09 Sch ring C rpo ation K nilworth NJ 07033
All igh s re er ed
Printed in USA
NV01 0 12 09

Copyright © 2009 S hering Co pora i n Ken lwo th NJ 07033
A l rights ese ved
P in ed in USA
NV0130 12/09

of hormones.

you don t have to take it everyday.

NuvaRing ® is approved for the prevention of pregnancy in women.
The use of combination oral contraceptives is associa ed with inc eased risks of several serious side effects, including blood clots,
which may lead to s roke or heart attack NuvaRing® is not for women with a history of these conditions The risk of getting blood
clots may be greater with the type of progestin in NuvaRing® than with some other progestins in certain low dose bir h control
pi ls It is unknown f the risk of blood clots is diffe ent with NuvaRing® use than wi h the use of certain birth cont ol pills Cigarette
smoking increases the risk of serious cardiovascular side effects, especially in women over 35; women who use combination ho monal
con raceptives are st ongly advised not to smoke NuvaRing® is not for women with certain cancers or hose who may be pregnant
NuvaRing® does not p otect against H V infection and other sexually transmi ted diseases The most common side effects eported
by NuvaRing® users are vaginal infections and irri ation, vaginal secretion,

Visit www.fda gov/medwatch, or call 1-800-FDA-1088.
Copyright © 2009 Sche ing Co po ation Ken lwo th NJ 0 033
A l righ s re erv d
P i ted in USA
NV0130 12/ 9

5
Concepts for ad
campaign. Working
writer and creative
director on rebranding
print, television and
miscellaneous collateral.

National Ad Campaign

6

NuvaRing® Advertising Consumer Magazine (Part 2)

No
Birth Control
Pills to
Remember...
or Forget!

Break Free From the Pack With
Once-A-Month NuvaRing®

No
Birth Control
Pills to
Remember...
or Forget!

Some women find day to day birth
control okay But if that pack mentality
doesn t work for you try NuvaRing®
NuvaRing® is not a da ly pill It s a small
comfortab e vag nal ring you put in once
a month and remove after 3 weeks or
a full month of pregnancy prevent on
NuvaRing® del vers a continuous ow

Some women find day to day birth
control okay But if that pack mental ty
doesn t work for you try NuvaRing®
NuvaRing® is not a daily p ll t s a sma l
comfortable vaginal r ng you put n once
a month and remove after 3 weeks for
a full month of pregnancy prevention
NuvaRing® delivers a continuous low

dose of hormones When used as


directed it s as effective as the pi l but

directed it s as effect ve as the pill but

you don t have to take t every day

you don t have to take it every day

So say goodbye to the o d song and

So say goodbye to the old song and

dance and say hello to NuvaRing®

dance and say he lo to NuvaRing®

NuvaR ng® is approved for the p evention of pregnancy n women.
Important Safety Informat on
The use of combination oral contracep ives is assoc ated with
increa ed isks of several serious side effects ncluding blood
clots wh ch may lead to stroke or heart at ack NuvaR ng® is
not for women with a his ory of these condit ons The risk of
gett ng blood clots may be greater w th the type of proges in in
NuvaRing® than with some other p ogestins in certain low dose
b rth con rol pi ls It is unknown f the r sk of blood clots is different
with NuvaRing® use han wi h the use of certain birth control
p lls Cigarette moking increases the r sk of ser ous cardiovascular

NuvaR ng® is approved for he prevention of pregnancy n women.

side effects espec a ly n women over 35; women who use
combination ho monal contracep ives are s rongly advised not
to smoke NuvaR ng® s not for women w th certain cancers or
those who may be pregnant NuvaRing® does not protect aga nst
H V nfection and other sexua ly ransmi ted d seases The most
common side effects reported by NuvaR ng® users a e: vag nal
infections and irr tation vaginal secret on headache weight ga n
and nausea

Ask your doctor if prescription NuvaRing®
is right for you, or for more information
visit www.nuvaring.com.

Important Safety nformation
The use of combination oral contracep ives s assoc ated with
increased isks of several serious s de effec s ncluding blood
clots wh ch may lead to st oke or heart at ack NuvaR ng® s
not for women with a h story of these condi ions The r sk of
get ing blood clots may be greater with the type of proges in in
NuvaR ng® than with some other progest ns in certain low dose
b rth con rol pi ls It is unknown f he isk of blood clots is d fferent
with NuvaRing® use than w th the use of certain bir h control
p lls C garette smoking ncreases the r sk of ser ous ca d ovascular

ONce A MONth

Please see next page for add tional mportant patient nfo mat on

You are encouraged to report negative side effects of prescription drugs to the FDA.
Visit www.fda.gov/medwatch, or call 1 800 FDA 1088.
Copyr ght © 2008 Scher ng Co pora ion Ken lwor h NJ 07033

A l rights reserved

Pr nted in USA

NV0099

side effects espec ally in women over 35; women who use
comb nat on hormonal contraceptives are s rongly advised not
to smoke NuvaRing® is not for women w th certain cancers or
those who may be pregnant NuvaRing® does not protect against
H V infection and other sexua ly ransm tted d sea es The most
common side effects repor ed by NuvaRing® users a e: vag nal
infect ons and ir itat on vaginal sec e ion headache weight ga n
and nausea

Ask your doctor if prescription
NuvaRing® is right for you, visit
www.nuvaring.com.
ONce A MONth

Please see next page for addit onal mportant patient nfo ma ion

You are encouraged to report negative s de effects of prescription drugs to the FDA.
Visit www.fda.gov/medwatch, or ca l 1 800 FDA 1088.
10/08

Copyr ght © 2008 Sche ing Corpo a ion Ken lwo th NJ 07033

All r ghts reserved

P inted n USA

NV0099

10/08

No
Birth Control
Pills to
Remember...
or Forget!

Once-Monthly Contraception
hhhmmmm...
Now That’s Got a Ring to It!
Some women find day to day b rth control okay But f that pack

Some women find day to day b rth
control okay But f that pack mental ty
doesn t work for you try NuvaR ng®
NuvaRing® is not a dai y pill It s a sma l
comfortable vaginal ring you put in once
a month and remove after 3 weeks for
a full month of pregnancy prevention

mentality doesn t work or you try NuvaRing® NuvaRing® is not a daily

NuvaRing® de ivers a continuous low

p ll t s a small comfortable vaginal ring you put in once a month and


remove after 3 weeks or a full month of pregnancy prevent on

directed t’s as effective as the p ll but
you don’t have to take it every day

NuvaRing® delivers a continuous low dose of hormones When used as directed t s as

So say goodbye to the o d song and

effect ve as the pill but you don t have to take it every day So say goodbye to the old song

dance and say he lo to NuvaRing®

and dance and say hello to NuvaRing®

Ask your doctor if prescription NuvaRing
is right for you, visit www.nuvaring.com.

®

You are encouraged to report negative side effects of prescription drugs to the FDA.
Visit www.fda.gov/medwatch or ca l 1 800 FDA 1088.
Important Safety nformation
The use of combination oral contraceptives s associated wi h increased risks of seve al ser ous s de
effects includ ng blood clots which may lead to stroke or heart attack NuvaRing® is not for women wi h
a h story of hese cond tions The isk of get ing blood clots may be g ea er wi h the type of progest n
in NuvaR ng® han wi h some other progestins n certain low dose b rth control p lls t s unknown if
the risk of blood clo s is d ffe ent with NuvaRing® use than w th the use of certa n b rth con rol pi ls
C garet e smok ng nc eases the risk of serious cardiovascular s de effec s especially in women over 35;
women who use combinat on hormonal contraceptives a e strongly adv sed not o smoke NuvaR ng® s
not for women with certa n cancers or those who may be pregnant NuvaR ng® does not p otect against
HIV nfec ion and other sexua ly ransm tted diseases The most common side effects reported
by NuvaRing® use s are: vaginal infections and rr tation vaginal ec e ion headache weight
gain and nausea
Please see next page for add tional mportant pat ent information

ONce-A-MONth

NuvaRing® is approved for the prevention of pregnancy in women
Important Sa ety Information
The use of comb na ion oral contraceptives is assoc a ed with
increased r sks of several serious s de effects including blood
clots which may ead to stroke or heart attack NuvaR ng® s
not for women w th a hi tory of hese cond t ons The r sk of
ge ting blood clots may be greater wi h the type of proges in n
NuvaR ng® han w th some other proges ins n certain ow dose
birth control pil s It is unknown f the risk of blood clots is d fferent
wi h NuvaR ng® use than w th the use of cer a n birth cont ol
pil s C ga e te smoking increases he isk of serious card ovascular

s de effects espec ally in women over 35; women who use
combination hormonal cont acept ves are st ongly advised not
o smoke NuvaRing® is not for women wi h certain cancers or
hose who may be pregnant NuvaR ng® does not protect against
HIV n ec ion and other exual y transmi ted d seases The most
common side effec s reported by NuvaR ng® users a e: vaginal
n ec ions and irr tat on vag nal secret on headache weight gain
and nausea
Please see next page for addi ional important pat ent information

You are encouraged to report negative side effects of prescript on drugs to the FDA
Visit www fda gov/medwatch or call 1 800 FDA 1088
Copyr ght © 2008 Schering Corporat on Kenilworth NJ 07033

A l rights reserved

Pr nted n USA

NV0099

Concepts for ad campaign. Rebranding of print,
television and miscellaneous collateral.

10 08

Copyr ght © 2008 Scher ng Co po ation Keni worth NJ 07033

All r gh s e e ved

Pr nted n USA

NV0099

10/08

Ask your doctor if prescription
NuvaRing® is right for you, visit
www.nuvaring.com.
ONce A MONth

Web Banners / Digital Development

Women’s Health, NuvaRing® and Celestone®

Design for
email blast
campaign.

Designed and created all artwork for banners.
On these pop-up and web banners ensured files
were seamless for usage.

Designed interface
for Women’s Health,
comparative website
for NuvaRing®.

Created all banner and layout of content for
these email blasts.

7

Web Development

FX Concepts and Prolifics Websites

8

www.fx-concepts.com
Redesigned entire website from the
start to finish. Developed and presented
concepts, created all layered artwork
and worked with programmers to
insure seamless graphics and
navigation for user.

www.prolifics.com
Refreshed existing website. Developed
and presented concepts to client.
Created all layered artwork and worked
with programmers to insure seamless
graphics and navigation for user.

Conference Graphics

KPMG Summer Shindig

9

MONTVALE’S

Summer

I !
SHINDOGY’S THE DAY!
T DA
Designed and
developed final
concept and
artwork for
Summer Shindig

mer !
Sum DIG
MO

’S
VALE
NT

HIN
S

er
mm IG!
Su
D
MO

’S
VALE
NT

HIN
S

!

HEF
AC
IT’S
Montvale Café
Monday, June 18
12:30 p.m.

e
Ther
u
ee Yo
S

Thursday, June 28
3:30 p.m. – 7:30 p.m.

Brochure

Rebranded
materials for
AI Funds. Final
was implemented
and used for all new
components.

KPMG Collateral

10

The KPMG Difference
1

Helping You Navigate
a Changing World:

2

Alternative Investments: An Overview

KPMG’s Distinctive
Approach to Alternative
Investment Funds
kpmg.com

3

Our Clients
KPMG’s Alternat ve
Investment Funds
practice is comprised of
audit, tax, and adv sory
profess ona s w th deep
knowledge of alternative
investment products and
the r sponsors includ ng:
• Commod ty Poo s
• Fund of Funds
• Hedge Funds
• Hybrid P oducts
• nfrastructure Funds

How has the alternatives investments industry
changed over the past few years?
All signs indicate that it’s changing faster than ever. Increased
globalization, more cross-border transactions, significant
regulatory scrutiny and change, the convergence of asset classes,
and the emerging influence of inst tutional investors have all
contributed to the accelerated pace.
As a result, the cost and complexity of running an alternative
investments organization have risen considerably. Aside from the
significant challenge of generating appea ing investment returns,
investment managers must navigate trends, implement their
organization’s business strategy, and enhance transparency and
reporting wh le simu taneously managing costs and risks.

• Private Equity Funds
• Real Estate Funds
• Venture Capi al Funds

How can alternative investment managers
compete successfully in such an environment?
W th the assistance of an experienced professional services
firm that can help navigate the challenges and risks of a volatile
environment, can compete successfully in such an environment.

4

5

Deep exper ence in alte nat ve investments. KPMG’s A ternative Investment
Funds pract ce s compr sed of audit, tax, and advisory professionals w th deep
industry exper ence ac oss the broad range of alternat ve nvestment funds, nclud ng
hedge funds, priva e equity funds, infrastructure funds, real esta e funds and fund of
funds. Throughout the li e cycle of the fund, from formation and capital accumu ation
to realization and exit, KPMG’s A ternative Investment Funds pro ess onals have the
exper ence to help you deal w th the ssues and cha lenges hat mpact your business.

Outstand ng team leadership. KPMG deploys an act vely engaged and seasoned team
staffed w th leaders that are pos tioned to prov de real-t me gu dance n an env ronment that
demands responsiveness. To ach eve this, our engagement teams are comprised of exper enced
resources that bring the strength of the firm’s subject-matter experience to every client.

Depth and breadth of services. Our Al ernat ve Investment Funds p ofess ona s serve a broad
range of investment managers—from the alternat ve nvestment product groups of dive s fied
global financial inst tutions to sta t-up nvestment managers—and funds of vary ng structures—
rom private partnersh ps o offshore vehicles and funds registered wi h the U S. Securit es and
Exchange Comm ss on (SEC).

G obal strength and capabi ities. The depth and breadth of our inte national network gives our
al ernative investment clients access to the resources necessary to address their most complex
challenges. Around the g obe, KPMG has more than 3,000 p ofess onals n 60 internat onal jur sd ct ons
serving investment funds. n the United States, mo e than 1 000 profess ona s, nclud ng over 100 par ners,
ocus on serv ng alternat ve investment funds and the r sponsors n major financial cen ers. W th an
add tional 900 par ners and pro essionals ocated n the wor d’s commercial hubs, th s global network—
1,900 strong—empowers KPMG to serve our cl ents wherever hey do bus ness.

Unriva led f nancial service capabi ities. KPMG’s Al ernative Investment Funds p actice is an ntegral
part of the f rm’s Financ al Services (FS) line of bus ness. The FS line of bus ness serves more han 20,000
clients worldwide, including more than a quarter of KPMG’s FORTUNE 1000 clients n the United States.
In fact, KPMG has the largest presence in the FS indus ry of a l the major accounting firms. Thus, our A ternative
Investment Funds pro ess onals are deeply experienced n the ssues, cha lenges, trends, and risks re evant to
FS companies.

1

Life Cycle of a Fund

Forma ion & Capital
Accumulat on

5

Real zation
& Exit

2

Acquisi ion of
Investments

3

4

Restructur ng,
Ref nancing,
& D vesting

Report ng on
Per o mance
& P an
Del ve y

From formation and
capital accumu ation
to real zation and exit,
KPMG s Alternative
nvestment Funds
professionals have the
exper ence to help you
deal with issues and
challenges that impact
your bus ness.

We are confident KPMG LLP is that firm.

© 2 12 KPMG LLP a De aware im ted l ab l y p rtn rsh p and he U S member rm of he KPMG ne wo k of in ependent member
f rms af l ated wi h KPMG nte nat ona Coopera i e ( KPMG In erna onal”) a Swiss en i y A l r gh s ese ved Pr n ed n the U S A
The KPMG name logo and cu t ng th ough omp ex ty” a e eg ste ed rad ma ks or t adem rks of KPMG In ern t onal 25074NSS

© 20 2 KPMG LLP a De aware im ted l ab l ty pa tne sh p nd he U S member i m of he KPMG ne wo k of in ependent member
f rms af i ated wi h KPMG nte nat ona C opera i e ( KPMG In erna i nal”) a Swiss en i y A l r gh s eser ed Pr n ed n the U S A
The KPMG name ogo and cu t ng th ough omp ex ty” a e egi te ed rad ma ks or t adem rks of KPMG In ern t onal 25074NSS

4 | KPMG s Dist nc ive App oach o A ternative Inves ments

A Broad-based Approach:
Audit, Tax, and Advisory Services

No investment firm
operates in a vacuum...
An investment decision, for instance,
might not be made as a result of tax
consequences. To help you deal w th this
increasingly interconnected financial
environment, KPMG has coordinated
the capabil ties of our audit, tax, and
advisory functions to help ensure your
business decisions consider a variety
of perspectives, which includes the
vantage point of fund and investment
managers, investors, and other service
providers. As part of this broad-based
approach, we can provide you w th
dedicated local resources, in key
international financial centers
and offshore jurisdictions, who
are knowledgeable about local
regulations and operations, but
who are also integral to our
international network and
who have direct access to
resources around the globe.

Audit Services
Our gu d ng princ p e for audit is s mple: an audi or’s judgment
about the financial statements must be grounded n an
int mate knowledge of a cl ent’s bus ness, industry, processes,
accounting pol c es, vendors, nternal controls, governance,
and f nanc al report ng ssues. Th s is an act ve aud t approach,
engaging our partners and managers to br ng a marketfocused perspective to craft the most appropriate approach
to your engagement and deliver high quality client service.
Our audit p ofess ona s bring trad tional audit backgrounds
and an array of exper ence, includ ng service wi h leading
fund organizations, the SEC, the F nanc al ndustry Regu atory
Author ty (FINRA), and asset management organizations.

Globally Recognized for Outstanding Service
Providing outstanding service to our cl ents is very important to our global team of
audit pract tioners. To this end, KPMG is proud to be consistently recogn zed
with prestigious awards on an annual basis.

Awards won in 2011

Our audit services include:
• Manager and fund s atutory audit
• Techn cal accounting advice
• G obal nvestment Performance Standa ds
(GIPS) attestation
• A testation of nternal controls and Serv ce
Organizat on Con rol reports fo merly SAS 70)
• Internal audit services

© 2 12 KPMG LLP a De aware im ted l ab l y p rtn rsh p and he U S member rm of he KPMG ne wo k of in ependent member
f rms af l ated wi h KPMG nte nat ona Coopera i e ( KPMG In erna onal”) a Swiss en i y A l r gh s ese ved Pr n ed n the U S A
The KPMG name logo and cu t ng th ough omp ex ty” a e eg ste ed rad ma ks or t adem rks of KPMG In ern t onal 25074NSS

© 20 2 KPMG LLP a De aware im ted l ab l ty pa tne sh p nd he U S member i m of he KPMG ne wo k of in ependent member
f rms af i ated wi h KPMG nte nat ona C opera i e ( KPMG In erna i nal”) a Swiss en i y A l r gh s eser ed Pr n ed n the U S A
The KPMG name ogo and cu t ng th ough omp ex ty” a e egi te ed rad ma ks or t adem rks of KPMG In ern t onal 25074NSS

White Paper

Create annual
whitepaper and look
for marketing
materials for outlook
survey. Develop charts
and montage images
as requested by client.

KPMG Forensic Technology Brochure

11

M&A Out ook Su vey | 4

3 | M&A Ou look Survey

presented by

2013 M&A
Outlook Survey
Executives Expect
M&A Market to
be Active in the
Year Ahead

Growth Opportunities Motivate Deals
Wh ch factors wi l be motivating these deal-makers?
Respondents sa d hat the number one reason for mak ng
an acqu s tion was to expand their company’s geog aph c
reach 20 percent). Other important reasons ncluded PE
buyers seeking profitable operations 19 percent), enter ng
into a new line of bus ness (17 percen ), and expanding
their customer base (15 percent). Several respondents a so
noted that sel ers seem more real st c about valuat ons and
deal prices had gotten more attractive. One respondent
said he thought his company wou d do more deals in 2013
because of “more reasonab e seller expectations” and
another noted “very low pr ces.”

Primary Deal Motivators
kpmg.com

Expand geograph c each
F nanc al buyer ook ng for
prof tab e oper tions and/or
ga n on exit
En er in o new l nes of bus ness

Expand cus omer base

Last year saw several blockbuster deals, including Softbank’s
$20.1 bi lion bid for a stake in Sprint Nextel and Nest e’s
$11.9 bi lion deal for Pf zer’s infant nutr tion unit. However,
the midd e-market remained the most active sector.
Respondents conf rmed that deal s ze s expected to remain
on the sma ler s ze. Seventy-nine percent of respondents said
that they expected the r dea s to be valued at $250 mi l on
or ess. (By compar son, n last year’s survey, 68 percent of
respondents sa d the r deals wou d come in at $250 m llion
or ess.) Twelve percent of espondents said the r companies
wou d be nvolved in dea s valued between $250 mi l on
and $499 mi lion and ess than two percent sa d their
companies would be doing deals valued between $1 bi l on
and $5 billion. KPMG’s Phil Isom, princ pal and U.S. leader
for its Corporate Finance and Restructuring practice sa d the
survey results are consistent with what he s seeing in the
marketplace. “Midd e market deals continue o be the most
active. G ven the smaller valuation ranges, and shareho der
base ( requen ly owned and operated by en repreneurs or
management team), they are eas er to f nance and get across
the f n sh line despite a st ll somewhat unce ta n economy,”
he sa d. “ n add tion, many restructuring opportun ties sti l
exist n th s segment.”

Deal Size Stays Small

In terms of which industr es would be most act ve n
2013 and beyond, respondents expected software/
telecommunications/technology to be the most act ve
sector (39 percent), fol owed by hea thcare pharmaceut cals
(35 percent), energy 31 percent), and financial serv ces
(20 percent).3 KPMG’s Moyers agreed that technology and
healthcare will continue to be at ractive, especially for PE
investors. “The constantly evolving world of technology, and
investment opportunit es hat arise as we get more c arity
around Obamacare, will create attract ve opportunities in
those sec ors,” he said.

The vast major ty of respondents (73 percent) expect
North America to be the most popular deal dest nat on.
Other reg ons where M&A s expected to be obust
are Western Europe (28 percen ), Ch na (27 percent),
Braz l (20 percent), and Asia, excluding Ch na and Ind a
(19 percent).4 Tiemann explained, “Nor h America’s re at ve
fiscal health and recovering consumer marke s make t a
popular nvestment destinat on. The European debt crisis
w ll also create investment opportun ties, especially in
the distressed sector. And the growth prospects of the
emerging markets make them almost necessary deal
locations or firms seeking revenue growth.”

Industries with the Most Activity

Most Popular Regions

Software/ elecommun cat ons/
technology

Nor h Ame ica

Heal hcare/pharmaceu ica s
Energy

Western Eu ope

Financial se vices

China

ndus r al products
Consumer p oduc s/ ood and
beverage

Braz l

E ect on cs
Pro ess onal serv ces
e g aw fi ms
accoun ing i ms etc )

In roduce new produc s

As a (not inc uding
China or nd a)

Automot ve
Dep oy cap tal

South Amer ca
(not nclud ng B azi )

Transporta ion

Less than $250 mi l on

Eastern Europe
(not includ ng Russ a)

Chemica s

Enhance nte lec ual proper y
$250 m l on to $499 mi l on

Re ail

India

O her

Other
$500 mi ion to $999 mi l on

Med a

B ing in house another
funct on n he supp y cha n

M dd e East Af ica

Gove nmen /h gher educat on/
not for p of t

0%

5%

10%

15%

20%

25%

$1 bi l on o $5 bi l on

0%

10%

20%

30%

Russia

40%

0%

20%

40%

60%

80%

100%

Grea er han $5 bi l on

0%

0

P

P
P

A special supp ement to Mergers & Acquisitions

P
P

P

P
PP

20%

40%

60%

80%

Mu tip e responses permit ed
Mu tip e responses permit ed

P

0

P

P

P

P

9

P

PP

9

M&A Ou look Survey | 6

5 | M&A Ou look Survey

Corporate Buyers have a Slight Edge

Due Diligence Remains Key
Although deal-makers were gene a ly optimistic about
activity eve s, they did c te several concerns and noted that
due diligence remained even more mportant in today’s
volati e environment. Almost two th rds (62 percent) of
survey respondents noted that they thought deal activity
wou d be most inh bi ed by recess onary fea s and a s ow
growth environment. Other issues they thought would
s ow deal low included uncerta nty su rounding tax code
changes (31 percent), conce ns about Europe (23 percent),
and regulatory considerations 21 percen ).5

Factors Inhibiting Deal Activity
Recessiona y fea s/s ow
grow h envi onment
Unce ta n y su rounding
ax code changes
Concerns about European
econom c s tua ion
Regu atory cons dera ions

Avai ab l ty nd or cost of
debt f nancing
Effect of unemployment
on consumer demand
Stock pr ce vo ati ty

O her

0% 10% 20% 30% 40% 50% 60% 70%

P
P

P
P

“It is also crucial to analyze tax ssues and implicat ons
as pa t of the due dil gence process,” acco ding to L sa
Madden, KPMG’s leader of M&A Tax. “Over the last
several years, he e has been a large degree of uncertainty
concerning tax ssues and buyers need to have a thorough
understanding of how d fferent tax outcomes might a fect
their dea s and deal s ructures,” she said. The vast major ty
of respondents agree: they do consider tax impl cations at
the outset of a deal (69 percent). Another 28 percent sa d
that tax ssues are cons dered after key deal terms and
structures are f nal zed.

P

When asked wh ch ex t strategy would be preferred
by sel ers in 2013, 65 percent of respondents sa d hey
thought companies would prefer to se l to a st ateg c
buyer. Eighteen percent said they thought sellers would
pre er to sell to a f nancial buyer, 13 percent said they
thought companies would choose to ref nance or raise
debt cap tal, and hree percent sa d that companies would
pre er an IPO.

Corporates vs. PE Buyers

Corpora e buyers

Pr vate equ ty buyers

t s always nteresting o try to determine who wi l have an
edge when seek ng out the most valuable targe s. In light
of he responses g ven to p eferred exit strategies, t s not
surpr sing that according to 44 percent of respondents,
corporate buyers have a slight advantage n the current deal
env ronment. Thirty percent sa d they thought PE buyers
wou d have the advan age and 17 percent said ne ther wou d
have an advantage.8 Corporate buyers would most likely
have an advantage because they would have g eater synergy
opportunit es and thus be able o pay a higher pr ce n an
auct on s tuat on.

Nei her wi l have n advantage

Don t know

0%

10%

20%

30%

40%

Conclusion
The last few years have provided the M&A market and the economy in general with
many challenges. More certainty around U.S. fiscal and tax policy and movement on
the European debt crisis should further so idify consumer confidence and improve
global economic prospects. Despite the fact that uncertainty st ll ex sts, dealmakers
are cautiously optimistic and the vast majority of them said they will be seeking growth
opportunities through acquisitions this year. An improving M&A market should begin
to take shape in 2013 and extend into the near future.

The rema nder of responden s had no op n on

Mul iple esponses pe mitted
Mul iple esponses pe mitted
Mu tiple responses permi ted
P

In terms of due diligence, responden s said the r greater
challenges were presen ed by the assessment or
volatility for future revenue streams (43 percent). Other
important cha lenges ncluded assess ng the target’s
quality of earn ngs (31 percent), revenue and cost syne gy
analys s (25 percent), and ssues surround ng the cultural
assessment of the target (21 percent).6

Simi arly, ntegration issues also present s gnificant
cha lenges and should be analyzed during the due diligence
stage of a deal. The most s gnif cant integrat on ssues
for respondents were cultural ssues (38 percent), closely
fo lowed by human capital issues (36 percent), operat onal
and rat onalization ssues (34 pe cent), and issues ar s ng
from ntegrating products and serv ces and accounting
systems (both 17 percent).7

L ck of sui ab e oppor unit es

0

P

P

P

P
PP

9

P

0

P

P
P

P
P

P

P
PP

9

P

50%

Redesign and
layout for
specialized
forensic brochure
applied as a template
for new materials.

KPMG Forensic Technology Brochure

3

12

• Data co lection strategies
• Data f ltering and cu l ng strateg es ( ncluding keyword search)
• Incorporating review resul s into ongoing collect on and
fil ering/cull ng s rategy
• Data stratification and sampling
• Custodian-based prioritization and sampling
• Systems-based pr or tizat on and sampl ng
• Ident ficat on of multi-l ngual documen s

KPMG helped us with a large
e-discovery project in the context
of bet-the-company l tigation.
Beginning to end, they shined.
KPMG’s workflow allowed us
to quickly and inexpensively cull
terabytes of data into a tight set
of documents for case analysis
and production. KPMG’s metrics
and sampling procedures
assured us that we had done so
accurately and reliably. And we
found KPMG’s proprietary
review software—with advanced
analytics and machine-assisted
review—to be state of the art.
More generally, KPMG has
emerged as one of the leaders
and visionaries in the e-discovery
industry. We would not hesitate
to work with them again.

kpmg.com

ELECTRON C DISCOVERY

ELECTRONIC DISCOVERY

KPMG’s proven workf ows to foster effect veness and
productivity nclude:

KPMG
Enterprise
Level
Electronic
Discovery

KPMG Enterpr se Level

KPMG Enterprise Level

Process, Review and Produce
600 gigabytes in Two Weeks
In this matter, KPMG’s c ient elected to move
forward w th technology assisted review because
they needed immediate access to the most like y
re evant documents and did not have t me to perform
linear review on the who e data set, which included
600 gigabytes of data from 31 custodians, representing
2 5 mil ion documents.
KMPG project managers worked with the cl ent and
its law firm to tra n the relevance ranking engine,
determ ne statistically appropriate cutoff l nes for
document review, identify and select the appropriate
sample s ze to test and validate their dec sion to
withhold and not rev ew documents that had been
categorized as irrelevant.
The process started with the law firm’s review team
reviewing approximately 100 000 documents in order
to train the relevance rank ng engine. Then KPMG
ran a l 2.5 mi lion documents through its predictive
coding process, analyzing all documents based on the
tra ning document set. The results were the relevance
ranking appl ed to the documents, w th only the most
re evant documents being immed ate y reviewed by
the law firm n a l near review process, the middleranked group be ng held in batches for further rev ew,
and only a random samp e rom the owest-ranked
group reviewed for qual ty assurance.
As a result, the c ient and its f rm were able to meet its
production deadl ne in only two weeks.
The KPMG-managed serv ces approach to elect on c d scovery
is premised on a phased me hodo ogy that seeks to reduce the
volume of data at each step in the p ocess while demonstrating
soundness and defensibility. As such, we generally:

Defensibly reducing the document set at each stage reduces
the cost of the subsequent stage—and all other downstream
stages. The savings can be extraordinary.
In a recent matter, KPMG applied ts Techno ogy Assisted
Rev ew process to a corpus of hundreds of thousands of
documents and was ab e to reduce the overall cost to review
the documents from an estimated $447,000 to less than
$98 000—a reduction of 78%.

Leading Technology enables our process,
a lowing us to quickly implement changes that wi l
benefit our user base broadly, or to create custom
implementations for specific client needs
KPMG s committed to providing outstand ng e ectronic
discovery too s. In many instances, we have developed
ndustry- eading applicat ons to del ver the best poss b e
solution to he client need. In other cases, we provide process
and technical exce lence around leading third-party tools.

Discovery Radar® Co lector
KPMG’s D scovery Radar Collec or DRC™) is a targeted
co lection application that reduces the amount of ESI co lected
during l tigat on and o her matters, wh ch n turn reduces
p ocess ng and rev ew costs downstream. It is a se f-conta ned
executable application that requires no ins a lation, can be
launched f om a network share or thumb drive and can be
used by remo e desktop to perform long distance col ection for
p eservation or rev ew.
Using DRC facilitates co lections of data and documents that
are most relevant to a matter. By using his approach, ess data
is co lected up front, reduc ng the overa l process ng costs,
and review costs. A targeted col ection approach s a so more
cost e fective and reduces the risk of collecting data that isn’t
relevant to the cu rent matter, but, once preserved, may have
to be reta ned f it becomes relevant to another.
Data collect on capabil ty includes:
• Ema l
• Native documents

KPMG’s Propr etary Tools

Global Evidence Tracking System

4

®

• W k s

KPMG has bu lt our Global Evidence T ack ng System (GETS) to
track both physical and og cal evidence from co lection through
the processing and product on stages. It prov des a consistent
and systemat c collation of digital evidence, preservation of
processed da a, and documentat on of the chain of custody.
It a so del vers integ ated ev dence processing notificat ons
and data handl ng specif cations.

• Calendar tems

GETS ncludes a task history eature that provides a detailed
status and history of each item of ev dence— ncluding file
counts and time stamps for each stage n the process—for
audit, metrics and productivity measurement. The resu t is a
transparent view of he corpus of evidence and processes that
the corpus s undergo ng. GETS s a cr tical tool in support ng
client driven priorities to select he order in which evidence is
processed and rev ewed.

• Other data sources.

• Contacts
• Tasks
• Attachments
• M crosoft SharePoint®

• Preserve more than we collect
• Collect more than we p ocess
• Process more than we ingest nto techno ogical tools
• Ingest more than we submit for manual review

– Attorney
Leading International Law F rm

5

KPMG Enterprise Level

KPMG Enterpr se Level



Techno ogy Assisted Review/Pred ctive Coding
Technology assisted review helps o reduce overall project
cost by mak ng human review more accurate and efficient.
Using technology can a so help a team get to the most relevant
data fas er, streamlining the review, and he p ng to reduce
overa l rev ew costs, wh ch a e typ cally the most expensive
component of discovery.

Discovery Radar®
KPMG’s proprietary enterpr se d scovery lifecyc e management
appl cation, Discovery Radar, of ers advanced functional ty
w thin a single environment el m nating the issues caused by
moving data from one platform o another.
Rev ew of Documents – Review, Analysis and Production
The Discovery Radar rev ew module p ovides fu l-text
search ng, fi ter ng and document rev ew capabilities and
supports hosted native f le review, hosted image eview n
TIFF or PDF format, and a hosted hybr d review that consists of
native and TIFF fi e review.

KPMG has fully integrated Equ v o>Relevance techno ogy
nto its D scovery Radar platform to analyze these arge
volumes of data and efficiently rank documents. A elevance
ranked rev ew leverages the know edge and experience of
a Subject Matter Expert (SME) across the document corpus
based on an ite at ve train ng process. The software ranks the
relevance of the selected document popu at on based on the
SME eviewer’s feedback on samples of documen s, resu ting
n efficiencies and mitiga ed risks throughout the l tigat on and
nvestigation process.

• Pre-filtering by custod an, metadata, fi e type, date range,
keywords and de-dupl cation
• Tagg ng, redact ng, Bates stamp ng and exporting n
document sets
• Fu l document rev ew functionality with effic ency too s or
both the document rev ew admin strator as we l as nd v dual
document rev ewers
• Issue coding, annotating, redacting, pr nting, and
down oad ng as nat ve f les

• Stat stical sampl ng capab l ty throughout the appl cation
(early case assessment, quality control, ver ficat on of
technology-assisted review resu ts, etc.)
All operations a e tracked and subject o D scovery Radar’s
robust, customizable report ng on user act ons, productivity,
and rev ew management metrics.

“KPMG has been positioned
by Gartner, Inc., in the
Visionaries Quadrant of the
analyst organization’s 2012
Magic Quadrant for e-Discovery
Software report.”
– Gartner Inc Mag c Quadrant for
E Discove y Sof ware Debra Logan
Shei a Ch lds May 24 2012

Relevance Review Model

Subject ma ter expe t
ev ews a samp e
Staff attorneys con irm
result ng relevant documents

®

D scovery Radar delivers:

• Fu l endorsement and product on capab l ties

6

Review Optimizat on
D scovery Radar was bu lt to facil tate the fastest and h ghest
quality eview poss b e. Search capabilities include “fuzzy
search,” which accommodates for word variances (due to
misspe lings or OCR ssues). In addition, a l documents
are processed so that various “Re ated Documents”
( .e , attachments, exact dupl cates, near-duplica es, other
messages in the thread) can be d splayed as shown here
and organized n batches.
D scovery Radar’s f lter ng capabil ties a low for qu ckly
dentifying documents that are not responsive or relevant.
Our clients can easily stratify the corpus of documents by
us ng sea ch terms, conversation threads, document similarity
groups and concept search. With accelerated reviews
cl en s can enhance rev ew quality, enr ch keyword lists, and
effectively reduce costs and manage resources by rev ewing
ess data.

Gartner does not endo se any vendor p oduct or se vice depic ed in its research
publ cat ons and does not adv se technology users to select only those vendors
with the highest rat ngs Gartner research publ cations cons st of the op n ons of
Gartner s research o gan zat on and shou d not be cons rued as sta emen s of fact
Gartner disc aims all wa rant es expressed or imp ied wi h respect o th s research
ncluding any warran ies of merchantabi ty or f tness for a par icular purpose

KPMG has bu lt n attr bute sampling for the discovery process
n order to fac litate Techno ogy Assisted Rev ew and pred ct ve
coding. Our sampling tools and methodology, wh ch can
also be applied n other areas of eview, he p our clients
meet search-eff c ency and quality assurance goals, increase
productivity, and reduce costs wh le mainta ning or even
mproving defens b lity.

Contract at o neys perform
inal reviews on sma ler set
of less relevant documents
Low relevance documen s cou d be sampled
and inear review costs avoided wi h minimal r sk

Audit History and Report ng
The D scovery Radar Aud t History feature improves
defensibility and transparency by tracking actions performed by
reviewers and other users to ndividual documents dur ng the
d scovery process.
KPMG’s work process procedures to manage document
review and electronic discovery are enhanced by the DR Report
Writer. With n Report Writer, custom reports can be created o
monitor and manage document reviewer metr cs, productivity
and document/work product d sposition.
KPMG believes in always recommend ng the best tool for
our client s part cular set of ci cumstances. In cases where
KPMG s proprietary echnology is not the best option, or to
suit a cl ent s preferences, KPMG also supports best-of-breed
th rd-party too s such as Nuix®, Attenex Patterns®, C earwell®,
Re at v ty® and Encase®.

“

“We elected to move forward w th
technology assisted review because
we needed immediate access to the
most likely relevant documents and
did not have time to perform inear
review on the whole data set .
It has been and continues to be our
experience that when used on the
proper type of data, by the appropriate
team of professionals, this technology
works. You guys made it easy.”

“

Brochure

--Shareholder, 120-Attorney Law Firm

Interactive PDF

Citibank™ Interactive PDF and Print

13

What’s New
May 2011 Issue 16

Global Update from lee Waite

Table of Contents
Section 1: What’s New... across our network

Sincere hanks for your participation in this important industry va idation

a Market MIleStone announCIng CItI’S 60th branCh
We are also very exc ted to te l you about a major milestone the opening of our
60th branch for sub custody in South africa one of the most unique aspects of
Ci i is our global p esence our local teams who are now spread across 60 markets
pr de themselves in unde standing the intricacies of regulations and market
practices and in driving changes that benefit interna ional investors and we are
continuing to invest in operations across the Middle east and africa to provide you
with access to all of the world’s major fund jurisdictions w th one consistent solution
across the investment value chain In the next edi ion of Ma ket access we ll have
more insight to share on he changes in his exci ing geography

global event Calendar

11

ChangIng regulatory env ronMent Challeng ng
buSIneSS env ronMent

MakIng Market InforMatIon More SuSta nable

Global Expertise with Local Insight

10

emerging Market surveys we received ‘top rated’ votes in 35 markets 9 markets
more than in 2009 and we are working hard to de iver better service at every tu n

We d ike to thank you all for the feedback you’ve provided on this information
channel and are excited to int oduce a new format and delivery for the important
information housed in Market access What we heard f om recent dialogue is that
the information contained he ein is very valuable to making you more efficient and
knowledgeable about changes in he ma ket and we heard that he majority of you
wou d l ke the information faster and in a form where you can eas ly pass it to your
colleagues In ine with our sustainabi ity strategy to be more eco f iendly we’ve
revamped the pub ication to op imize its navigation and speed of de ivery With a
quick scan of the contents page you can dec de which markets you want to ead
about and click directly to them Sti l ike paper in your hands? If you prefer you
can print Market access from your PC to read it during your spare moments We
are anxious to hear how you l ke the new format please give us your feedback and
sugges ions for fur her improvement as the publication continues to evolve

Market Access

3

value added Services for broker Dealers

to improve our services We’re delighted by your votes last year which rendered the
best resu ts to date for Citi out of he 47 markets that were rated in both Major and

Welcome to issue sixteen of Market Access a quarterly look at new solutions
and significant market developments from around the world that may impact
your business

C ti viewpoints artic e

12

as the egulatory envi onment around the wor d continues to evolve we all face
challenges to run e ficient operations and satisfy our c ients at the same time
Part of our job in satisfying you is to inform you of important ma ket changes and
provide insight as to how they may affect your business one of the more ecent
and most relevant market changes is fatCa foreign account tax Comp iance act
intended to prevent offshore tax evasion by uS persons investing h ough offshore
financial accounts or indirec ly hrough ownership of fo eign en ities Planned to
come into effect in January 2013 fatCa w ll require foreign financial institu ions
hat ho d off shore accounts containing non uS secu ities or bank deposits for uS
persons to eport these accounts to he IrS and the risk of non comp iance is a
30% w thho ding tax the implica ions for your operations include enhancements to
he account opening process to p operly identify new uS accounts and eviews of
existing accounts to document the applicab l ty of fatCa We wi l be sharing more
information as t comes available on this important new regulation

Section 2: What’s New... In the Markets

14

What s new In the americas

5
C nada

Ph l pp nes

18

What s new In europe Middle east and africa
We look forwa d to maintaining an open dialogue with you and tapping he
knowledge across our network to deliver the latest market developments Please
do not hesitate to contact me or your rela ionship Manager should you have any
questions or wou d l ke add tional information on he topics highlighted in this
edi ion We’re looking forward to seeing some of you at Sibos in September when
we’ l also de iver issue seventeen!

Chi e

nd a

What s new In asia Pacific

v etn m

22
b lg um

f an e

net er an s

or ugal

C ech r pub c

eurone t Ma kets

Section 3: Country Contacts

27

a MeaSureMent of Sat SfaCt on
t’s that time of year again the Major Markets Survey fielded by global Custodian
is underway We’ve heard from many of you that this survey p ov des deta led
information on your prov de s and is part of the cr teria you use when choosing
a partner for Ci i the survey helps as a gu de as to where we can focus efforts

lee Wa te Managing Di ector
Di ect Custody & Clearing
+ 2 2 8 6 3247 lee waite@c ti com

© 20 1 C tibank n a a l rights reserved C ti and arc Design are service marks of C tigroup Inc
used and registered throughout the world

2

Citi Viewpoints: update on latin america
latin america con inued its strong momentum and with few exceptions maintains
impressive macroeconomic indicators this pos tive outlook is he resu t of high
commodity prices along w th prudent economic po icy and pol tical stabi ity which have
become the founda ion for long term grow h in he region the rank of investment
grade countries in this region has increased significantly including ts latest addition
Colombia
In 2010 reco d por folio inflows continued into the region surpassing di ect investment
fDI) for the fi st time ever Desp te the ongoing debate on how to best manage these
inflows egulators in key ma kets have continued to simp ify market entry requirements
and ease regulations and reporting equi ements impacting fo eign investors

•

Country Contacts

changes to Decree 2080 including sugges ions that Ci i prov ded to improve the
investment conditions of foreign Portfo io Investments in Colombia

NEW ZEALAND

NIGERIA

PAKISTAN

PERU

Martin Carpenter
612 8225 24 1

Kemi Adewole
2341 279 8573

A jaz Haq
9221 227 3405

Mauricio Schwartzmann
51 (1) 2 5 2 24

martin carpenter@citi com

kemi adewole@c ti com

aijaz ul haq@c ti com

mauricio schwartzmann@citi com

PHILIPPINES

POLAND

PORTUGAL

ROMANIA

Sari Mortel
632 894 7557

Artur Binkiewicz
48 22 657 7600

Gise le Toloi
35 2 1311 6352

Cristian Agalopol
40 21 203 5215

sari morte @citi com

artur binkiewicz@citi com

giselle tolo @citi com

cristian agalopol@c ti com

RUSSIA

SINGAPORE

SLOVAKIA

SPAIN

Alexei Fedotov
7 495 642 7665

Matt Brown
65 6328 5006

Jaromir Javurek
4202 3306 1375

Rafael Gonzalez Aller
34 91 538 4238

alexei fedotov@citi com

matt1 brown@c ti com

jaromir javurek@citi com

rafael gonzalezaller@c ti com

SRI LANKA

SWEDEN

SWITZERLAND

TAIWAN

Mihiri Krishnamoorthy
94 114 794 728

Ola Mjorud
46 87 23 34 67

Louise Krohn
4969 1366 600

Datong K Chang
8862 8726 9220

mihiri krishnamoor hy@c ti com

ola mjorud@ci i com

louise k ohn@citi com

datong chang@c ti com

the most important changes that will benefit foreign Investors nclude

• e imination of the obliga ion to c eate a foreign Investment Portfo io fund in the
market in order to make investments

TOPIC

WhaT’s neW?

Where?

WhaT’s The ImPaCT?

network
expansion

•

•

•

Supports c ients’ expansion needs as the world’s cap tal markets
continue to globa ize

•

reinforces C ti’s market leading pos tion w th the largest proprietary
network proven solutions unsurpassed local market expertise and
scalable infrastructure

market
Guide

launched several enhancements to Ma ket
guide Citi’s premier Web channel for
de ivering secur ties market information*

• foreign investo s that already exist in Colombia as a foreign investment por folio

fund wi l have the same rights and respons bi ities under the new accounts that
wi l be opened w thout crea ing add tional p ocedures in addition to aDrs whose
creation continues to not be regulated by he Central bank gDns are now a type
of instrument a lowed for foreign investo s

as a regional partner to ts c ients and a ma ket leader Citi has been an active
participant in d iving changes to imp ove ma ket efficiency
In Ch le the gove nment issued new exempt resolution 36 (terminating former
resolution 28) w th regard to fo eign investment this resolution prov ded for several
modifications to the terminated resolution 128 the key highlights impacting foreign
investors are as fo lows

What’s New across our network

In the Colombia market significant changes have also been introduced on December
29 2010 the Ministry of finance issued Decree 4800 which mod fies Decree 2080
and Colombia’s legal f amework on foreign investment the new Decree made radical

new branch opening expanding our
Direct Custody and Clearing network
to 60 markets (June 20 1)

South africa

• Clients w ll be able to make investments not only in secur ties registered at the

national Securi ies registry but also in local funds and in interna ional securities
egistered in Colombia

• foreign Investo s are now a lowed to participate in the repo and reverse repo

the structu e of intermediary agents between the investor and the local custodian
is recognized such as a global Custodian Sub Custodian and broker Dealer
(among other )

Securities lending and Derivatives markets

• the limit of uSD 500 000 investment imposed on investors domic led in tax haven

•

countries is no longer app icable as long as the final investor provides add tional
information to the tax autho ity and comm ts to prov de further information
when required

• foreign investors intending to take control of a Chilean listed company can be

• global
• Provides c ients with easier access to the latest and most viewed videos from

re designed Market guide’s video
ga lery to high ight he most recent and
most popular video updates from C ti’s
experts around the wo ld for c ients

C ti’s global experts on key egulatory updates ma ket changes and service
developments

• Created a new v deo ga lery

• Provides c ients with user friendly screens to quickly browse videos and determine

ibrary that
displays a thumbnail image and short
summary for every video available on
Ma ket guide for faster access

registered under exempt resolu ion 36 however hey must duly info m the tax
authority and the relevant authorities about this circumstance

• free of payment t ansactions (subject to the co responding taxes) and securi ies
lending are perm tted

• fX transac ions can be pe formed w th local financial ins itutions that are

• expanded customization options to a low

• global Custodians or broker Dealers can now perform transac ions in their

which videos are of most interest to hem

heir “favor tes” a personal co lection
of favorite Market gu de content

• Provides c ients with quick access to the most personally relevant Market

c ients to add videos of their choice to

membe s of he fo mal exchange Market

own name on beha f of final investors as long as they have a Ch lean tax ID
inform the tax agent about this ci cumstance and maintain separate records
for heir proprietary investments from those investments performed on beha f
of third parties

12

guide v deos

4

30

Designed and developed template
for interactive and print. Layouts to
be used for quarterly distribution.

Is ael

ANNUAL REPORT

Amstar Funds Report

Created new branding, designed
logo and applied look and feel
to all new collateral.

14

ANNUAL REPORT

15

Pamrapo Bankcorp, Inc.

Designed layouts for
annual report. Client chosen
selection was taken from
concept to completion.

Marketing Kit

Samsung Electronics / Professional Products Group

Concepted, designed and
developed marketing kit from
start to completion. Implemented
design on all additional collateral.

16

Packaging Design

17

No Nut Nation®

T

THE PERFEC

THE PERFECT

BROWNIE

BROWNIE
6 individually wrapped Brownies

6 Individually
Wrapped
Brownies

NET WT. 6.3 OZ
(179g)

6 Individually
Wrapped Brownies

NO TREE NUTS. NO PEANUTS. NO WORRIES.

THE PERFEC T BR

Branding, logo
development, design
and implementation of
full packaging for
nut-free brownies and
other deserts.

OWNIE

THE PERFEC T BR

6 Individually
Wrapped Brownies


Th

BROWNIE
THE PERFEC T
N


Serving Size 1 b ownie (75g)
Servings Per Conta ner 6
Amount Per Serving

Calories from Fat 170
% Daily Value*

Total Fat 19g
Saturated Fat 11g
Trans Fat 0g
Cholesterol 80mg
Sodium 110mg
Total Carbohydrate 38g
Die ary Fiber 2g
Sugars 29g
Prote n 4g
Vitam n A 6%
Calcium 2%

•
•

29%
55%
27%
5%
13%
8%

THE PERFECT

BROWNIE

ii

F

s

Co Size 1 brown Milk, Wheat, Soy.
rv ng t ins Egg, (75g)
t i

Our strict allergen protocol includes manufacturing on dedicated nut free
equipment in a nut free facility and batch testing for the absence of the
o s
C re r
F t 7
peanut protein for added assurance.
29%
www.nonutnation.com

V tamin C 0%
Iron 6%

Not actual size


Serving suggestion
Keep frozen and thaw
before serving
NET WT 15 9 OZ (450g)

No Nut Nation LLC

6 Individually
Wrapped Brownies


No Tree Nuts No Peanuts No Worries

No Nut Nation desserts are made with the finest, natural ingredients from
carefully selected suppliers with safe, nut free practices. Ingredients: Sugar,
Eggs, Semi-sweet Chocolate Chips [Sugar, Chocolate Liquor, Anhydrous
Dextrose, Cocoa Butter, Soya Lecithin (Emulsifier), Ground Vanilla Beans],
Butter, Unbleached Enriched Wheat Flour, Unsweetened Baking Chocolate
(natural chocolate liquor), Vanilla Extract, Salt.

*Pe cent Da ly Values a e based on a 2 000 calo ie diet Your da ly
values may be higher or lower depending on your calories needs
Calories
2 000
2 500
Total Fat
Less Than
65g
80g
Satu ated Fat
Less Than
20g
25g
Cholesterol
Less Than
300mg
300mg
Sodium
Less Than
2 400mg 2 400mg
Total Carbohydrate
300g
375g
Dieta y Fiber
25g
30g
Calories per gram
Fat 9 • Ca bohydrate 4 • Protein 4

NET WT. 6.3 OZ (179g)

6 Individually
Wrapped Brownies


The Perfect Brownie

Nutrition Facts
Calories 310

OWNIE

Waldwick, NJ 07463

THE PERFECT

BROWNIE


Powerpoint Presentation

Powerpoint concepts to be
implemented in full presentation.

Logo design and Powerpoint concepts
were implemented in full presentation.

Remicade® and Global Leadership Presentation

18

Logo / icon Design

Corporate Identifiers for Merck

19

I N T E R F A I T H CENTER ON
CORPORATE RESPONSIBILITY

I N T E R F A I T H CENTER ON
COR PO R AT E RESPONSIBILITY

Logo concepts
and final design for
Merck marketing.

INTERFAITH
CENTER ON
CORPORATE
RESPONSIBILITY

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