Challenge

With years of experience investing in global equity markets,the founders of Transparent Value knew that there had to be a better way to measure the equity value of publicly traded companies. Transparent Value developed a proprietary investment methodology unlike any other currently available in the market. This methodology, Required Business Performance™ (RBP), blends traditional fundamental valuation with the discipline of a quantitative stock selection process. This provides a much more accurate assessment of the true value of a company and, most importantly, the likelihood that management can deliver the performance to support its stock price.

The challenge we faced was how to clearly explain this revolutionary investment methodology in a way that was pure and simple for investors to understand and appreciate.

The analytics behind the RBP process are completely transparent and based upon the actual performance of a company. Nothing is hidden or assumed. The market votes every day by establishing a stock price for a company. Based on RBP, is it likely, or not likely, that the company can deliver that price? And what exactly is that probability?

We positioned Transparent Value and Required Business Performance probabilities behind a simple, accurate and reassuring notion. "See the Market Clearly." Everything is open and on the table. There is no magic or mystery. The company has an established probability of delivering its stock price. Make your investment decisions accordingly.

We created a core communication platform for Transparent Value that challenges investors to answer questions they probably never even thought to ask themselves before. "Do you know how many iPods Apple has to sell to justify its stock price? Do you know how many auctions Ebay has to hold to justify its stock price? Shouldn't you invest with the company that knows."

Results

Before even launching a hedge fund or mutual fund, Transparent Value's methodology caught the attention of Dow Jones. After extensively back-testing indexes based upon the RBP methodology, Dow Jones entered into an
exclusive agreement with Transparent Value and another
financial giant (who purchased a major stake in Transparent
Value) to develop, brand and market the Dow Jones RBP
family of indexes.

The James Group has created all the advertising, website design, and support collateral to launch a Transparent Value hedge fund and mutual fund using the Dow Jones RBP family of indexes.

Launch is anticipated first half of 2010.

For further information contact:

Todd Brenard
212-243-2022 Ext. 304

todd@thejamesgroup.com