35 Oak Holdings, Chief Financial Officer
Alpha Architect, Chief Executive Officer
Altman Foundation, Chief Financial Officer
Ambrosetti Asset Management SIM, Analyst
Ambrosetti Asset Management SIM, Partner
Ambrosetti Asset Management SIM, President and Founder
Ameriprise Financial, Financial Advisor
Ameriprise Financial, Private Wealth Advisor
Bason Asset Management, President
Banque Gonet & Cie, Head Of Investment Advisory
Bay Financial Associates, Financial Advisor
Beacon Hill Wealth Management - Raymond James, Partner
Belay Group, LLC, President & Founder
Berkshire School, Inc., Chief Financial Officer
Betterment, Director of Behavioral Finance and Investments
Blue Marble Research, Global Investment Strategist
Braver Wealth, Portfolio Manager
Broadsword Capital, LLC, Portfolio Manager
Cabot Wealth Management, Inc., Portfolio Manager
Cambria Investments, Chief Investment Officer
Canada Pension Plan Investment Board, Credit & Principal Investments
Carson Advisory, Inc., Financial Advisor
Cbus Super Fund, Quantitative Analyst
Center for Wealth Planning Advisors, Inc., Wealth Strategist
C.H. Douglas & Gray Wealth Management, Managing Director
Chemtura Corporation, Vice President and Treasurer
ClientFirst Strategy, Inc., President
Credential Securities, Investment Advisor
Credo Wealth, Chief Investment Officer
Dimensional Fund Advisors, Vice President
Edward Jones, Financial Advisor
Fagan Associates Inc., Assistant Portfolio Manager
Fidelity Investments, Vice President, Managed Account Solutions
Fidelity Management & Research Co., Analyst
Fiduciary Wealth Partners, Managing Partner
Financial Coach, Chief Investment Officer
Financial Coach, President
Financial Wealth Builders, Financial Advisor
Fort Henry Capital, Financial Advisor
Fortis Partners LLC, Chief Financial Officer
Gibson & Company, Financial Advisor
Greenleaf Trust, Investment Strategist
Greenwich Associates, Founder
Gries Financial, Managing Director
Harvard Management Company, SVP, Trust Operations & Investments
Helmsley Charitable Trust, Director of Investments
HIMCO, Portfolio Analyst
Holzer & Company, Inc., President
Huber Financial Advisors, Chief Investment Officer
IBM, Chief Investment Officer
Independence Advisors, LLC, President
Independent Wealth Management, LLC, Finanical Advisor
Innovate Wealth, Managing Partner
Jarred Bunch Consulting, Chief Executive Officer
Jarred Bunch Consulting, Chief Investment Officer
JPMorgan Chase, Private Client Advisor
Keatley Wealth Management, President and Chief Investment Officer
Kerr Financial Services, Investment Counselor
Krieger Group, Financial Adviser
Kynikos Associates, President & Founder
L&M Financial, Financial Advisor
Lake Partners, Co-Chairman
Lavelle Fund for the Blind, Board Treasurer
Lazarus Investments, Principal
Lorintine Capital, Registered Investment Advisor
Lysa, Chief Executive Officer
M Wealth Management, Managing Partner
Madison Avenue Securities, Chief Investment Officer
Mercer Investments, Senior Associate
Metis Wealth, Investment Advisor Representative
Montana Capital Management, Financial Advisor
Morehouse College, Investment Committee
Morgan Stanley, Financial Advisor
Morgan Stanley, Senior Vice President
Morningstar, Vice President, Research & New Products
Motley Fool Wealth Management, Financial Planner
MSCI, Vice President
Mullooly Asset Management, Inc., Investment Advisor
National Bank Financial, Investment Advisor
National Bank Financial, Portfolio Manager
New Brunswick Investment Management Corporation, Equity Portfolio Manager
New York City Fire and Police Widows and Children's Fund, Investment Committee Member
NF Holdings, Ltd., Partner
Nikko Global Wrap Ltd., Deputy President
Nikko Global Wrap Ltd., General Manager
Novartis Corporation, Executive Director Trust Investments
NYC Mayors Office of Pensions & Investments, Senior Pensions & Investments Officer
O'Shaughnessy Asset Management, Portfolio Manager
O'Shaughnessy Capital Management, Chairman & Chief Executive Officer
Origin Asset Management, Partner
Ownership Advisors, Partner
Pacific Life, Portfolio Manager
Parkwood LLC, Investment Analyst
Peter Watson Investments, Founder, Wealth Manager
Peter Watson Investments, Wealth Manager, Business Development
Plancorp, LLC, Director of Investment Research
Popular Securities LLC, Investment Advisor
Premium Select Lux, Chief Investment Officer
Putnam Investments, Portfolio Manager
Qualcomm, Treasury Investment Manager
Raymond James, Wealth Manager
RCM Capital Management, LLC, CPA
Red Lady Capital LLC, Chief Executive Officer
Ridgecrest Investments, General Partner
RL Wealth Management, LLC, Founder & Financial Advisor
Robert Wood Johnson Foundation, Investment Officer
Rocktree Financial Advisors LLC, President
S&P Dow Jones Indices, Director, Asset Owners Channel
SageBroadview Financial Planning, LLC, Principal, Owner
SageBroadview Financial Planning, LLC, Wealth Advisor
Savant Capital Management, Senior Investment Analyst
S.E.E.D. Planning Group, Wealth Manager
Sequoia Financial Group, Chief Investment Officer
Seven Valleys LLC, Chief Investment Officer
Sherman Wealth, President
Signal Ridge Capital Partners, Managing Partner
St. John's University, Director of Investments
Stamford Harbor Capital, President
Stokes & Hubbell, Advisor
Stokes & Hubbell, Partner
Stonegate Private Counsel, Managing Director
Tectonic Advisors, LLC, Managing Director
Tennessee Consolidated Retirement System, Senior Quantitative Analyst/Portfolio Manager
Texas Permanent School Fund, Director of Equities
The Buckingham Family of Financial Services, Director of Research, Board of Managers and Lead Director
The Clark Estates, Investment Manager
The Motley Fool; Wall Street Journal, Columnist; Contributor
The New York Community Trust, Chief Investment Officer
Tramontane Invest AB, Portfolio Manager
Trillium Asset Management, Portfolio Manager
Trustmark, Portfolio Manager
Tumbas & Associates, President & Chief Executive Officer
UBS Private Wealth Management, Senior Vice President
UJA-Federation of New York, Chief Investment Officer
United Nations Joint Staff Pension Fund, Deputy Director for Investments
University of Chicago, Portfolio Analyst
US Trust, Vice President, Portfolio Manager
Utah Educational Savings Plan, Executive Director
Validea Capital Management, Partner
Vanguard, Chairman & Chief Executive Officer
Verium Planning and Asset Management, Chief Planner
Verizon Investment Management Corporation, Director of Investment Strategy and Risk Management
Vestory, LLC, Financial Planner
Vetter Communications Corp., Chief Executive Officer
Wealth With No Regrets, Chief Operating Officer & Chief Financial Officer
Wealth With No Regrets, President
Weil, Gotshal & Manges LLP, Chairman, Investment Committee
Wells Fargo Advisors, Financial Advisor
White Oaks Investment Management, Inc, Chief Executive Officer & Chief Investment Officer
WisdomTree Asset Management, Director of Research
WJ Interests, LLC, Financial Advisor
World Development Endowment Foundation, Founder & President
Wunderlich Securities, Financial Advisor
YMCA Retirement Fund, Senior Portfolio Manager
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Our Privacy Commitments
Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our
websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.
This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement
"group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc.
Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services
from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for
information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.
Information about us
Our principal business activities are:
- Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
- Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry
Euromoney Institutional Investor plc Company Address:
London EC4V 5EX
Institutional Investor, Inc. Company Address:
1120 Ave of the Americas, 6th floor
New York, NY 10036
Name of the Data Controller
The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.
Collection of Personal Data
Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.
We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.
We also collect certain personal data from other group companies to whom you have given information through their
websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.
Types of Personal Data Held and its Use
- Customer Services and Administration
At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.
At other Sites, Euromoney may only collect broad demographic information for aggregate use.
This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.
- Monitoring use of our Sites
Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:
- to fulfil our obligations to you;
- to improve the efficiency, quality and design of our Sites and services;
- to see which articles, features and services are most read and used
- to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
- for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
- for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
- to protect or comply with our legal rights and obligations; and
- to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.
Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.
Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service
providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or
those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.
- Trading in Personal Data:
Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).
- Cookies and similar technologies
Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.
- remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
- remember your login session so you can move from one page to another within the Site;
- store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
- customise elements of the layout and/or content of the pages of Site for you;
- record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
- collect statistical information about how you use the Site so that we can improve the Site; and
- gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at email@example.com if you have any queries about cookies)
Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.
To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at firstname.lastname@example.org if you have any queries about cookies)
Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.
Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the
most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are
small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links
within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.
Consents and opt-outs
You can give your consent to or opt out of particular uses of your data as indicated above by:
- Indicating at the point on the relevant Site where personal data is collected;
- Informing us by email, post or phone; or
- Updating your preferences on the applicable Site;
For turning cookies and similar technologies on and off, see the information in paragraph 5 above.
Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.
Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.
We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.
We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.
Public forums, message boards and blogs
Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.
Transfers outside the EEA
Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.
Confidentiality and Security of Your Personal Data
We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.
The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.
We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:
- unauthorised access
- improper use or disclosure
- unauthorised modification
- unlawful destruction or accidental loss
All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.
We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.
How to Access, Update and Erase your Personal Information
- Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
- Telephone: +44 (0)20 7779 8600
- Email: email@example.com
Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.
Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:
- rectified or amended
Changes to this Privacy Statement
We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.
This Privacy Statement was last updated in April 2012.
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