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The Difference is measurable ®

The Difference is measurable ®. Mellon Financial Corporation Overview. Mellon Financial's Profile $3.6 Trillion Under Custody/Administration/Management Worldwide A Global Financial Services Company Consistently Strong Financials 90% Fee-Based Revenue

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The Difference is measurable ®

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  1. The Difference is measurable®

  2. Mellon Financial Corporation Overview Mellon Financial's Profile • $3.6 Trillion Under Custody/Administration/Management Worldwide • A Global Financial Services Company • Consistently Strong Financials • 90% Fee-Based Revenue • Annual Technology Reinvestment of $600 Million Mellon’s Strategic Focus • Invest in Growth Businesses • Corporate & Institutional Services - Asset Servicing (GSL) , Human Resources, Treasury Services • Asset Management - Institutional, Private Wealth, Mutual Funds Trust and Custody Focus • High Quality Services to Sophisticated Plan Sponsors • 5,000 Dedicated Employees

  3. Corporate Clients (partial listing)

  4. Virginia Tech Stanford University University of Missouri Rochester Institute of Technology Colleges & Universities (partial listing)

  5. Insurance Companies (partial listing)

  6. TECHNOLOGY • Mellon Initiatives • Continually investing in Technology. • Merger and Acquisitions (EAGLE)

  7. Logistics / Operations • Interface with investment managers – Established for Mellon assets • FTP to be established for a) holdings and b) purchases and sale transactions • Recalls – IBT to notify Mellon of sales on loaned securities • Alternatively, Mellon may be notified from trade instruction as an interested party • Mark-to-markets – Mellon will handle all marks for all loans • Operation Guidelines with Investors Bank – Established • IBT Relationship from previous client, however, a customized version will be requested • Management reporting – Established (www.workbench.mellon.com) • Internal Controls – Well established Independent risk management & compliance • Client Service – Established (Mike Stewart / Doug Duerr + Renee Rawls, VP GSL)

  8. Mellon I-Bid Bid Summary Screen – What Mellon Sees During an Auction Borrowers can submit bids on the number of shares with rebate rates or rebate rates combined with fees per share. _________________ Instantaneously, Mellon can view the value of all bids.

  9. Systems & Disaster Recovery • Redundant Information Technology Environment (R.I.T.E.) • R.I.T.E. is a second site data processing facility for Mellon Financial Corporation • Located in the Mellon Client Service Center (CSC) in Pittsburgh • Provides secure and reliable technology environment • Remote mirroring technology between the two data centers • Should one site become unavailable, processing can continue at the non-affected site and support 100% production mainframe capacity

  10. CONCLUSION MELLON FINANCIAL

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