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NewRiver Optimi$er
Achieve an additional 10-15% savings over our original Portfolio-Specific Printing
- A simple way to increase savings without compromising investor satisfaction
- Hits the "sweet spot" blend of offset and digital print
- Ensures investors only receive fund information relevant to their holdings
- A "green" solution that reduces page count by up to 90% and saves trees
Overview
NewRiver's original Portfolio-Specific Printing (PSP) saves clients 20-30% off the cost of traditional catalog-style compliance mailings by eliminating up to 90% of the pages using NewRiver's data processing logic.
With the Optimi$er, a new delivery option, clients can save 10-15% more by shifting a larger portion of the production to lower-cost offset printing. That means PSP clients can now increase print savings without compromising the "no extra documents" experience of portfolio-specific printing.
Unlike the "mini-catalog" approach being offered by some printers in response to PSP, the Optimi$er does not resort to delivering unnecessary documents in order to use offset printing exclusively. Even the best possible mix of mini-catalogs cannot help but deliver thousands of unnecessary documents to investors in the interests of efficiency.
The Optimi$er balances the print economics, incremental postage, and customer experience to deliver the minimum set of documents for the lowest possible cost. Although some investors will now receive two to three booklets, the information within these booklets will remain 100% relevant to the investors' account holdings.
With nearly 700 million paper prospectuses and twice as many shareholder reports delivered to variable product investors every year, NewRiver's Portfolio-Specific Printing has the potential to save over 46 billion pages of unnecessary disclosure and related costs. That's a "green" solution in more ways than one!

Intelligent Delivery just got even smarter. New business logic allows NewRiver to take Portfolio-Specific Printing one step further, looking across all portfolios for popular subsets of funds to leverage less expensive offset printing while ensuring investors still get only information relevant to their fund holdings. PSP saves up to 30% and the Optimi$er can save 10-15% more (a total PSP savings of up to 45%).
Who's It For?
The NewRiver Optimi$er is designed for Variable Annuity Manufacturers who want to reduce their cost of compliance without sacrificing the environment or the investor experience.
- For current PSP clients, Intelligent Delivery just got better. We can boost savings using this new logic and distribution rules -just ask for an Optimi$er savings estimate before your next scheduled mailing.
- For new customers, the value proposition is even more compelling than before. Clients can modernize their tri-annual compliance mailings with this enhanced delivery service and see bigger returns from day one.
Key Features
With the introduction of Portfolio-Specific Printing in 2001, NewRiver revolutionized the way VA compliance documents are delivered. Today, the revolution continues with Optimi$er - a sophisticated business logic tool that can shift a larger portion of each compliance run to less expensive offset printing without delivering ANY unnecessary documents.
- Low Cost / High Satisfaction - Optimi$er offers a "win-win" by further reducing costs for clients while maintaining the tailored documents investors appreciate.
- Preview Savings Before Printing - Your actual savings will depend on the characteristics of your account base and fund offering. Contact NewRiver to learn how we can estimate your potential savings before you commit to the new delivery option.
- Easy to Implement and Adjust - After seeing the potential savings, clients can take advantage of the Optimi$er on their next print run. Optimi$er settings can be adjusted between runs as conditions or priorities change.
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