MediadataAUSGABE 02_APRIL/MAI 2014 UND UNTERGANG ... 4 media data 2015 In order to guarantee the utmost topicality, 4 weeks before the booking deadline a detailed editorial calendar

Valid from 1 January 2015

Mediadata 2015

The leading B2B magazine for financial advisors in Germany for over 20 years.

2 media data 2015

Publication Readership Market Channels

portfolio internationalIFAsBank advisorsInsurance advisors

GermanyPrintOnline

portfolio institutionell Institutional investors GermanyPrintOnlineEvents

portfolio Vermögensmanagement

Family OfficesFoundationsWealth managers

GermanyPrintOnlineEvents

portfolio institutional (UK) Institutional investors UKPrintOnlineEvents

portfolio Verlag has been publishing since 1993 in the field of investment and

insurance. It consistently offers independent quality journalism and individual,

professional advice for event sponsors and advertisers.

Our b2b publications and respective websites are established as a trusted and

valued information source for our audience. They provide access to a critical look at

trends, expert products, market research and in-depth analysis.

Media overview

Brief description _ Print magazine _ Online _ Special supplements _ Technical information _ Contact

Steve Boyce Managing director

3 media data 2015

Readership

Facts

Frequency: 6 copies per year

Number of copies circulated: 15,800

(as of September 2014)

Number of copies printed: 20,000

Copy price: 15.50 Euro

ISSN: 1613-6764

portfolio international has focussed for 20 years on the specific issues

and requirements of financial advisors in Germany. Our editorial team is

independent and offers critical reporting, constantly in dialogue with the

audience.

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independent financial interme-diaries (especially insurance), members of broker pools and associations

wealth managers, fund of funds managers

bank advisors

Product providers

56 %31 %

7 %

6 %


4 media data 2015

In order to guarantee the utmost topicality, 4 weeks before the booking deadline a detailed editorial calendar is published. We would be

very happy to add you to our distribution list: [email protected]

07 08 09 10 11 12

01 02 03 04 05 06

Dates

Advertising formats and prices

IssueMain topic Publication

dateBooking deadline

Copy deadlineInvestments Insurance

01 February/ March

Have the sales of ETFs recovered?Perspectives for brokers and commission based advisors 2015 13.02.2015 21.01.2015 28.01.2015

02 April/ May

Rating systems for the assessment of investment funds – what they show, and what they don’t.

Occupational pension: What is still possible or better in 2015? 17.04.2015 25.03.2015 01.04.2015

03 June/ July

Putting open-ended real estate funds in a new environment. Opportunities and risks

Disability insurance reaches a limit: functional disability insurance as a new trend

19.06.2015 27.05.2015 03.06.2015

04 August/ September

What regulation in the fund sector has previously created (including overview of ETFs, closed-end funds, skills of the mediators etc.)

Survey of insurers: Interfering with the regulation of life insurance? Where are the current risks?

10.09.2015 19.08.2015 26.08.2015

05 October/ November

Active management with passive products. Where do you go?

Trade insurance for the small and medium sized enterprises 16.10.2015 23.09.2015 30.09.2015

06 December/ January

Which major fund providers have which market expectations in 2016 and why?

Care reforms: new opportunities for insurance with new strategies? 11.12.2015 18.11.2015 25.11.2015

01 DPS 02 Full page 03 Tunnel ad large 04 Tunnel ad small 05 Junior page 06 2/3 page portrait

Price in Euro 14,200 7,800 8,900 7,900 5,600 6,200

Bleed 420 x 297 mm 210 x 297 mm 270 x 184 mm 205 x 130 mm — 130 x 297 mm

Type area — 188 x 257 mm — — 120 x 170 mm 122 x 257 mm

07 1/2 page portrait 08 1/2 page landscape 09 1/3 page portrait 10 1/3 page landscape 11 1/4 page portrait 12 1/4 page landscape

Price in Euro 5,200 5,200 4,500 4,500 4,200 4,200

Bleed 97 x 297 mm 210 x 144 mm 68 x 297 mm 210 x 100 mm 97 x 125 mm 210 x 62 mm

Type area 89 x 257 mm 188 x 125 mm 57 x 257 mm 188 x 81 mm 91,5 x 110 mm 188 x 43 mm


5 media data 2015

Discounts

Frequency discounts Combined discounts Other discounts

4 % for 2 placements p. a.

5 % for booking of 2 magazines

5 % for group booking


10 % for booking of 3 magazines

15 % agency commission


— —

Special ad formats

Format Price in Euro Technical specifications

Inserts 5,200 plus flat rate postage refund Max. 209 x 295 mm, up to 25 g

Supplements5,800 for 4 pages 7,800 for 8 pages 9,500 for 12 pages

In booklet format with 5mm bleed + 10mm binding flap

Advertorial Full page Double page spread

8,200 including type 14,600 including type

On request On request

Belly band On request On request

Coverflap On request On request

Strip ad On request On request

Premium ads

Premium positioning Surcharge in Euro

Inside front cover 1,500

Inside back cover 1,000

Outside back cover 2,000


6 media data 2015

With exclusive news, videos, facts and product analysis for the en-

tire financial sector, portfolio-international.de is competent and

trustworthy. The news portal with its diversified range of financial

information supports users in their daily work, complemented by

the newsletter „update“.

Our readers are: independent financial advisers, brokers, bank

managers, consultants, insurers and fund companies.

Statistics: on request.

Formats

Skyscraper

Format in pixels: 120 x 600 to 200 x 600

CPT: 60 Euro

MPU

Format in pixels: 300 x 250

CPT: 60 Euro

Stopcontent Banner


CPT: 60 Euro

Superbanner Standard


CPT: 70 Euro

Superbanner Premium


CPT: 80 Euro

Discounts

5 % Crossmedia-discount for print customers

15 % agency discount


Wallpaper

Format in pixels: 796 x 110 and 200 x 600

or 970 x 110 and 200 x 600

CPT: 90 Euro

7 media data 2015

The portfolio international update newsletter is send out twice a week

and offers its readers the latest news updates from the industry, reports and

analysis around investments, insurance and provision.

Frequency: Tuesday’s & Thursday’s

Statistics: on request.

Skyscraper


Price per week: 750 Euro

Fullsize Banner



Text ad

Format: Headline max. 80 Zeichen

Text max. 280 characters


Discounts

5 % Crossmedia-discount for print customers

15 % agency discount

Formats


8 media data 2015

portfolio Im Fokus brings focus to the current leading insurance and investment topics in the form

of a print supplement. Your contribution combines with a multi-faceted journalistic writing style. We

make sure to maintain a balance between providers, consultants, intermediaries, associations, pools

and independent experts. The goal is an intensive examination of current topics from many different

angles. We want our readers to be able to provide sound advice to clients, using our analysis as

opposed to superficial information.

The topics are arranged according to the main editorial. portfolio Im Fokus provides the reader with

compact, detailed information about the positioning and strategies of leading market participants,

who can benefit from the detailed expertise of the individual contributors.

Topic 2015

Insurance: Investments:

Biometric risks

Life insurance 3.0

Care insurance

Company pension schemes

Consulting fees

Commerical insurance for small and

medium sized businesses

Exchange Traded Funds (ETF)

Active management with passive products

Property in fund investment

Investing in low interest times

Emerging market investment funds

Fund investment according to the modular principal

We are happy to discuss implementation and pricing details of this format and offer you a bespoke package.

The Im Fokus format can also accommodate a sponsored roundtable discussion. The discussion is audio re-

corded and the write-up of the discussion together with images is presented in the themed supplement.

Mit freundlicher Unterstützung von:

IM FOkUS

Fixed Income: Business as unusual

rz_if fixed income_0614.indd 1 11.06.2014 11:01:06

Sponsorship package Basic package Premium package

Number of sponsors 2 2

Advertorial 2-3 page position paper 3 page position paper

Interview – 1 page interview

Commercial ad Full page OBC or IFC

Quantity of complementary copies 200 copies 200 copies

Logo presence as a sponsor ✓ ✓

Distribution with portfolio international ✓ ✓

PDF of supplement for free use ✓ ✓

Price excluding VAT 10,000 Euro 12,500 Euro


9 media data 2015

Complete production (text and layout, printing and shipping),

12 comprehensive pages.

2 advertising pages (U2 and U4)

Distribution with portfolio international

Online publication on portfolio-international.de

2,000 printed copies

High-resolution pdf for electronic use

Sponsorship package

Price: 25,000 Euro excl. VAT

portfolio portrait supplement offers companies the opportunity to present

a range of services to the readers of portfolio international in detail and

showcase their company profile. A variety of journalistic genres (interview,

comment, etc) are used by the editor and specific corporate and invest-

ment strategies, and marketing concepts are utilised. Specialisations and

strengths of the company are portrayed on a sophisticated level.

It is distributed as a supplement with portfolio international.

The publication is limited to 2 issues per year.


10 media data 2015

Technical Data - Print


Magazine format: 210 mm x 297 mm

Type area: 188 mm x 257 mm

Trim: 3 mm bleed

Finish: Perfect binding

Printing process: Offset rotary printing,

ISO coated, FOGRA 39

Data media: CD-ROM, CD-RW,

DVD-ROM, DVD-RW

Resolution: 70 |/cm (177 |/in)

Colours: Euroscale

Special colours: On request

Data format: pdf X3

Artwork: please digitally deliver to [email protected]

Delivery: Please always provide a proof showing the exact colours you require.

The publishing house will not accept any other form of printout as

binding for the rendering of colour. The right to a refund or correction is

limited in this regard.

Technical Data – Online

Website data formats: redirects, swf, gif, jpg

Newsletter data formats: gif (non-animated!), Word

Max. data size: 70 KB

Data delivery: by e-mail no later than 3 working days prior to start of campaign

Delivery address: [email protected], stating the customer name,

format, running time and contact.

Banking details

Commerzbank AG

Account number: 0091694800

Sort code: 50080000

SWIFT-BIC: COBADEFFXXX

IBAN: DE60 5008 0000 0091 6948 00

Terms of payment

Payments due within 7 days from receipt of

invoice. Invoices will be sent out on the

relevant publishing date. A 2% cash

discount will be given for prepayments or

payments received prior to the relevant

publishing date (must be advised and

agreed when making the booking), unless

previous invoices are still outstanding.

Payment by direct debit or cheque is not

possible

Standard Terms and Conditions

The publisher’s standard terms and

conditions apply to the processing of

orders. You can find these at

www.portfolio-verlag.com/verlag-mediadaten

11 media data 2015

Websites

portfolio-international.de

portfolio-institutionell.de

portfolio-institutional.co.uk

pvm-magazin.com

Frankfurt office

Advertising and sales sponsorship

Carsten Schieck

Country Head Germany

Tel.: +49 (0)69 8570 8114

[email protected]

Hajera Samadi

Sales Executive

Tel.: +49 (0)69 8570 8118

[email protected]

Sidra Sammi

Head of Sales and Marketing,

UK & Cross border

Tel.: +44 (0)20 7596 2875

[email protected]

Publisher’s address

portfolio Verlagsgesellschaft mbH

Kleine Hochstr. 9–11

60311 Frankfurt am Main

Deutschland

London office

Advertising and sales sponsorship

Publisher’s address

portfolio Verlag

Suite 1220 – 12th floor

Broadgate Tower

20 Primrose Street

London EC2A 2EW

United Kingdom


Documents

MediadataAUSGABE 02_APRIL/MAI 2014 UND UNTERGANG ... 4 media data 2015 In order to guarantee the utmost topicality, 4 weeks before the booking deadline a detailed editorial calendar