SI STRATEGIC INSIGHT

Downloadable electronic financial analysis products and publications, namely, videos, webinars, podcasts, articles, journals, and reports providing critical and proprietary data, research, editorials, business intelligence, information, and analysis in the field of finance for the global investment management industry, asset owners, and custodians; downloadable financial software and computer applications for providing critical and proprietary data, research, editorials, business intelligence, information, and analysis in the field of finance for the global investment management industry, asset owners, and custodians; computer software for creating searchable databases of information and data relating to investment banking, mutual funds, social security, and individual retirement accounts

Printed publications, namely, reports, newsletters, magazines, articles, journals, pamphlets, charts, and flyers, all containing critical and proprietary data, business intelligence, information, investment flow data, research, analytics, and editorials relating to investment banking, individual retirement accounts, mutual funds, and transaction cost analysis for the global investment management industry, asset owners, and custodians

Conducting in-person business forums and trade events for the global asset management community, asset owners and custodians in the fields of actuarial services, hedge funds, financial best execution services, mutual funds, wealth management, economic forecasting, and transaction cost analysis, for business or commercial purposes; providing a website containing business information and analysis, namely, critical and proprietary data, business intelligence, investment flow data, transaction cost analysis, research, analytics, editorials, and suggestions for the global investment management industry, asset owners, and custodians

Financial research, analysis and consultancy relating to the provision of financial information for the asset and investment management industry, including actuarial services, hedge funds, financial best execution information, and transaction cost analysis for equity and foreign exchange markets, fixed income markets, advisor-sold investments and insurance industry data; providing online news in the field of finance; providing a website featuring financial information from audio and video interviews with financial and investment professionals for financial purposes; providing a website containing financial information for the asset and investment management industry, including actuarial services, hedge funds, financial best execution information, and transaction cost analysis for equity and foreign exchange markets, fixed income markets, advisor-sold investments and insurance industry data; providing an online computer database featuring financial information in the field of mutual funds, retirement accounts, and hedge funds; providing financial information relating to financial asset management, employee pensions and individual retirement account services; financial consulting services for retirement professionals; trade surveillance in the nature of monitoring financial investment market trade flows for detection of market abuse by examining patterns of insider participant-behavior relating to equity and foreign exchange markets, fixed income and derivative markets

Educational services, namely, providing non-downloadable, online electronic publications, reports, magazines, and newsletters, all containing financial news, information, and analysis for the asset and investment management industry, including actuarial services, hedge funds, financial best execution information, and transaction cost analysis for equity and foreign exchange markets, fixed income markets, advisor- sold investments and insurance industry data; educational services, namely, providing seminars, conferences, and non-downloadable webinars in the field of finance for the asset and investment management industry, including actuarial services, hedge funds, financial best execution information, and transaction cost analysis; educational services, namely, providing online and in person training seminars and workshops in the field of financial management and individual retirement account investments; providing a website containing current events news for the asset and investment management industry; arranging and conducting educational conferences in the fields of individual retirement accounts, mutual funds and financial management