If your goal is to reduce the cost associated with the printing and mailing of
Compliance Reports, PPM provides independent analysis, consulting,
representation and negotiation services. Positive bottom line impact is the
result.

We do all the groundwork:
  • Analyze print procurement (ordering history, type and volumes,
    typesetting, cost, etc.)
  • Review associated volumes, mailing fees, postage, and related
    services
  • Develop, and present to customer for verification/approval, an
    application/cost matrix to document usage and annual average unit
    cost
  • Identify and quantify all opportunities for expense reduction including
    intelligent print and delivery. These services can create a compact
    compliance document for each of your investors that contains only
    information about the funds in their portfolio. Investors can also
    choose how they receive their data - electronically or by regular mail.
    Either way, you no longer produce or send the "big book" that
    continues to drive up print and postage costs.
  • Develop, present, and obtain approval on strategy
  • Utilizing past negotiation experience PPM will leverage pricing
    proposals from previous engagements to develop
    recommended target fees for services currently provided by
    your current vendor
  • PPM will develop recommended negotiation strategy
  • PPM will present all opportunities for expense reduction and
    recommendations on application pricing and negotiation
    strategy
  • PPM will obtain approval from customer on overall strategy
  • Implement mutually agreed upon strategy
  • Utilizing mutually agreed upon strategy, PPM will implement
    negotiation on revised service and fee contract proposal from
    customer's current print vendor
  • PPM will implement additional strategic steps included in the
    plan
  • Present opportunities for savings through negotiated service and
    price proposals from qualified, new vendors and negotiated price
    concessions from your current vendors
  • Present expense reduction solutions and financial summary
Compliance Reporting