Notes
Slide Show
Outline
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ValueSystem.com

a service mark of:




The Corporate Awareness Group, Inc.


Presentation to:


MIT Enterprise Forum

  • July 5th 2000
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The Need:  What do you Value?
  • Pro-life or
    Pro-Choice ?
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Our Purpose
  • The Corporate Awareness Group proceeds from the premise that:


  • A.  Many tools exist to gauge a company’s financial performance
  • B.  Few tools exist to gauge a company’s social  performance
  • C. No tools exist that merge the two.

                     “Every Dollar You Invest is a Moral Decision”
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…ValueSystem.com
incorporates both financial and social features:
  • Social:
  • company profiles
  • corporate report cards
  • common SRI screens
  • third party endorsements
  • research
  • news
  • links
  • Financial:
  • stock quotes
  • portfolio tracking
  • charts
  • consensus estimates
  • research
  • news
  • links
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ValueSystem.com
  • ValueSystem.com is a set of web tools that will enable on-line investors to weigh social criteria when making investment decisions


  • Unlike an index, each investor can tailor the site to his or her social and financial preferences


  • The site will become a portal for socially responsible investors, receiving millions of pageviews per year
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Social Screens
  • 11. Human Rights
  • 12. Community Outreach
  • 13. Animal Testing
  • 14. Fair Employment
  • 15. Geographic Presence
  • 16. Maquiladorus
  • 17. Northern Ireland
  • 18. Weapons Production
  • 19. Social Disclosure
  • 20. Workplace Issues & Employee Relations
  • 1. Environment
  • 2. Tobacco
  • 3. Contraceptives
  • 4. Defense Contracting
  • 5. Gambling
  • 6. Alcohol
  • 7. Diversity
  • 8. Non-Us Ops
  • 9. Charitable Giving
  • 10. Nuclear Power
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The Market:
 Socially Screened portfolios top the $1 Trillion mark in 1997 and $2 Trillion mark in 1999….9% of all managed funds.
  • Source:  Social Investment Forum
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Target Customers
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Market Stats
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The Market:
…online investing grows continually more popular ….
  • The longer a person has been online, the more likely he or she is to use it for investing.


  • 17% of those who have been on the Net for less than a year track their portfolios online (stock ticker searches, etc).


  • However, 45% of those who have been online for at least three years track their portfolios on the Net…
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Internet users are more active in their communities than the general population.
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The Market:
…but there are still no comprehensive sites for the online social investor…
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Our Mission
  • With these tools ValueSystem.com will:


      • Facilitate public scrutiny of corporate activities
      • Promote socially responsible investing
      • Increase corporate charitable donations


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Socially Responsible Investors care about where their money goes.  BUT ….
  • They need to make a buck.
  • They don’t have the time to dig.
  • There’s a lot of bogus information out there.
  • Social trade-offs are hard to measure.
  • Socially Conscious web sites turn them off:
      • Whiny, pompous, “thou shalt not”
      • Naïve, Narrow, and illogical
      • Always pushing an agenda
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We Hear You!
  • Making a buck Portfolio tracking & all features of other large financial web portals


  • No time to dig All-Inclusive, One-Page Source


  • Bogus info External verification services


  • Hard trade-offs Proprietary ranking software (the JAVA “applet”)
  • Whiny sites No whining …just unbiased facts
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“Yet another dotcom?”
What makes us special…
  • Research social profiles of 18,000 specific public companies.
  • Track entire portfolios, unique discussions & chats, communities, games, links, contests, quotes, daily opt-in e-mail updates with both financial & social news regarding your specific portfolio.
  • Read exclusive professional research and voice your opinion.
  • Quantitative tools to help rank & understand your social priorities.
  • Proprietary Java-based Software, uniting existing, well-established financial websites in this cultural SRI trend.
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…and unlike some other well meaning “do-gooder” sites:

WE HAVE THE TECHNOLOGY...
  • Robust back-end database driven site
  • Proven ability to achieve high traffic volumes
  • Fully e-commerce enabled virtual real estate
  • Intelligent search engine for decision assistance
  • Proprietary surveying software applications
  • Satellite feeds with live stock market data


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Our Team
      • Eric V. Melin President & CEO
      • Brian Dunn Co-Founder & Chairman
      • Don L. Fleming Webmaster & CTO
      • Dinah Koehler Director of Research
      • Eric R. Anderson Business Development Manager
      • Anthony MacFarland Lead Developer/Programmer
      • Dr. Phil Hurzeler Senior Database Architect
      • M. Colby Wood V.P. & CFO
      • Ted Gutelius Advisor
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Our Solution
      • 9% of the investing market are involved in SRI
      • We can serve this Two Trillion Dollar Market
      • We have license agreements with the industry’s leading data suppliers who currently serve it…
      • …but will provide more relevant, non-biased, free information to the active private investor…
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How & Why ?

Top SRI research firms have not grasped the
Internet’s primary tenet:

INFORMATION  IS  FREE.

This high-quality sophisticated research has been traditionally available only to large institutional investors at significant cost;

ValueSystem.com will bring it to the masses and allow user input.
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…and we understand web-marketing…a few of our current eCommerce Affiliates:
  • disney.com
  • sotherby.com
  • art.com
  • wine.com
  • cooking.com
  • food.com
  • hallmark.com
  • florist.com
  • healthshop.com


  • smarterkids.com
  • gigabuys.com
  • goto.com
  • borders.com
  • enutrition.com
  • cvs.com
  • greenmarketplace.com
  • flooz.com
  • officemax.com





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The Java Applet
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Example of Interactive Social Responsibility Survey
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Traffic Funnels
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 Competition
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But we are not there yet.
  • The Corporate Awareness Group is soliciting:


  • Content: more verifiable data concerning the social activities of publicly
    traded companies.
  • Management: current openings include:           CFO, VP of Marketing, and Director of Business Development
  • Employees: always seeking additional dedicated and passionate talent
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We are looking for partners.
  •    We have the technology, the team, and new-aged marketing wizardry.  We need the information, and the credibility, of established partners.


  • Board of Advisors: Seasoned individuals to counsel this young organization and provide entry to SRI organizations.


  • Joint Ventures: In negotiations with several established SRI research firms and finance heavyweights.
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The Corporate Awareness Group, Inc.