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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Trading & Risk Management Ancillary Vendors and Products Version 1 January, 2011

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Table of Contents Introduction to the CommodityPoint TRM Ancillary Software Sourcebook ....................................4 Important Disclaimer ...................................................................................................................5 How CommodityPoint Can Help Your Selection Process ................................................................6 Product and Vendor Listing ..........................................................................................................8 @Risk and the DecisionTools Suite ..................................................................................................... 60 ActivePivot .......................................................................................................................................... 68 APX MarketSuite ................................................................................................................................... 9 AspectDSC – Decision Support Center ................................................................................................ 11 B-One................................................................................................................................................... 13 Brady 2010-2011 ................................................................................................................................. 15 EDIS ..................................................................................................................................................... 78 Energycredit ........................................................................................................................................ 80 enPrice ................................................................................................................................................ 17 enVoy .................................................................................................................................................. 19 ExPDA .................................................................................................................................................. 23 Genic DataManager ............................................................................................................................ 21 Horizon/Open Horizon/Horizon Direct ............................................................................................... 25 KyCurve ............................................................................................................................................... 33 KyPlant ................................................................................................................................................ 35 KySim ................................................................................................................................................... 37 KyStore ................................................................................................................................................ 38 KySwing ............................................................................................................................................... 40 Lacima Analytics .................................................................................................................................. 42 LIM Data Management Solution ......................................................................................................... 44 Liquid Trading Platform ....................................................................................................................... 27 Navita Curve Manager ........................................................................................................................ 48 Navita NETA DSS ................................................................................................................................. 54 Navita PENS ......................................................................................................................................... 56 Navita Pomax EDM.............................................................................................................................. 50 Navita POMAX GLM ............................................................................................................................ 52 NRGSTREAM Trader ............................................................................................................................ 58 Periotheus Energy Management ....................................................................................................... 84 PetroMan ............................................................................................................................................ 70 PriceHub .............................................................................................................................................. 29 QT Plus ................................................................................................................................................ 64 QuantFactory ...................................................................................................................................... 66 SELT ..................................................................................................................................................... 31 SmartCo DataHub................................................................................................................................ 72 Sophis RISQUE ..................................................................................................................................... 74 Sophis Value ........................................................................................................................................ 76 TransRisk ............................................................................................................................................. 82 VaRManager ........................................................................................................................................ 46 WebQL................................................................................................................................................. 62 References & Other Useful Resources ......................................................................................... 86 References ........................................................................................................................................ 86 Useful Resources .............................................................................................................................. 86

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook About CommodityPoint.............................................................................................................. 87 About UtiliPoint速 International, Inc. ........................................................................................... 88

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Introduction to the CommodityPoint Trading & Risk Management Ancillary Software SourceBook

The CommodityPoint TRM Ancillary Software SourceBook is designed to be a useful and usable resource to help those seeking software solutions that support or enhance the functional capabilities of their trading infrastructures, including their core commodity trading and risk management systems. This document should be viewed as a starting point in that selection process, providing a high-level guide to allow you to select a long list of vendors for inclusion in an RFI and/or RFP process. It is NOT designed to be a replacement for your selection process. TRM Ancillary software is simply often too complex to be selected properly without a reliable and complete selection process. We anticipate that the CommodityPoint TRM Ancillary Software SourceBook will allow you to compile a list of vendors that may include some you might otherwise not have considered or may even not previously been aware of. In that way, we believe it can make your selection process more complete. We have developed a readily consumable format for each vendor and product listing that has summary information about each vendor and product that includes: 

Functional and commodity coverage,

Contact details,

Product and vendor information,

Representative clients,

Geographical and industry segment distribution of users,

Website details.

The product functionality and other information are presented using charts which are easily readable providing information about the vendor’s functional coverage. CommodityPoint’s methodology for constructing the Sourcebook was to develop a spreadsheet and questionnaire for each vendor. The spreadsheet was completed by the vendor in which they identified by commodity and function or feature whether their software had capabilities in that area. These were inspected by CommodityPoint and some adjustments made before final collation of the information. The questionnaire was used, in part, to complete the vendor/product listing along with information collected in other CommodityPoint surveys and research. The listings are compiled by CommodityPoint analysts. If you are aware of a product that should be considered for inclusion in this TRM Ancillary Software SourceBook, please let us know. We are dedicated to making this and every SourceBook by CommodityPoint the ultimate resource for industry participants seeking data and information on software products and their vendors.

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Important Disclaimer

It should be noted that CommodityPoint cannot guarantee the accuracy of the Vendor listings although we have attempted to match vendor claims against our knowledge of the market. In fact, given the complexity of the TRM Ancillary Software space generally, we cannot guarantee that the vendors have interpreted the terminology we used accurately in preparing their responses nor that each vendor has applied the same approach and/or interpretation in answering our questions. Rather, the material is presented on the basis that it is indicative of the broad capabilities of vendor’s products at the time of its printing. CommodityPoint strongly advises users of this document to verify with the vendors and undertake requisite due diligence when selecting software. Additionally, CommodityPoint analysts are available to assist or provide additional input on a consulting basis.

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

How CommodityPoint Can Help Your Selection Process CommodityPoint is well known for its analysis capabilities in the CTRM and related software area but we also offer services of tremendous value to those seeking to select and implement CTRM and related software that are designed to reduce costs, timescales and risks. CTRM and related software selection and implementation projects can be fraught with risk, slippage and cost over runs and for that reason, CommodityPoint offers advisory and audit services into those types of projects.

We deliver our advisory and audit services as a part of your extended project team coming in at specific points along the project to provide external audit services while being on call in an advisory capacity to help guide the project at any particular moment. Our audit function is usually geared to match up with project checkpoints where we can examine project deliverables. These might include: 

RFI review – we examine your RFI for omissions and oversights while helping ensure that the vendors

that it is sent to are the ones that can in fact meet the requirements of the project; 

RFP review – we examine the RFP for omissions and oversights while helping ensure that the vendors

it is sent to are the ones that have the best chance of meeting the requirement; 

Vendor response analysis and scoring – we help in reviewing vendor responses and developing

scoring mechanisms for the project; 

Project plan reviews – we examine the project plan and scope and advise on omissions, timescales

and costs; 

Pre-selection workshop – CommodityPoint educates the core selection team on the market, vendors,

implementation experience and more to better prepare you for the experience; 

Final Selection – review of project deliverables and advice on the contracts process as well as starting

to review proposed implementation teams, costs, and timescales; 

Implementation Assistance – Checkpoint and milestone reviews of the project.

CommodityPoint has delivered such services on numerous occasions and has been credited with saving money, reducing timescales and project risks by our clients.

Please contact us for more details on how we can assist you by emailing us at mtredway@utilipoint.com.

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Product and Vendor Listing Each Vendor and Product listing is arranged according to the same format for clarity and ease of use. Each listing comprises: 

The name of the vendor and product,

A graph showing the distribution by geography and industry segment of the product’s installed base,

Company and product information comprised from a variety of sources including vendor’s website, collateral and CommodityPoint material,

A graphical matrix providing an overview of the product's capabilities,

Vendor’s office locations,

A representative list of users of the product – where provided by the vendor -, and

The vendor’s website address.

The listing allows rapid comparisons between vendor products as well as a pulse check in terms of whether that product is one utilized in your geography of operation and/or industry segment. The functionality matrix shows the area of functionalities or system features. This is indicated via color coding to make the graphic rapidly consumable and easy to read or compare and contrast with other listed products.

Overall, the listings provide sufficient compact detail to identify vendors and products that may meet your requirements and should therefore be candidates for your long list at the start of a selection exercise.

Those thinking about a software selection exercise may wish to consult our book – Selecting & Implementing Energy Trading, Transaction & Risk Management Software – A Primer (Reames & Vasey, 2008) published by Booksurge Publishing, for additional best practices and guidance.

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

APX MarketSuite APX 111 River Street Suite 1204 Hoboken, NJ 07030

Markets/Geographies Served

Company/Product Information APX provides essential market infrastructure solutions for the energy and environmental markets, fully supporting its clients 24/7. It delivers the platform, services and operational support that its clients need, so that they can focus on their core business. With more than 2 billion certificates under management and 1300 global firms as account holders, APX market infrastructure sets the standard for ensuring integrity in environmental markets. For wholesale power market participants, APX provides technology, strategic consulting, and expert operational services that reduce costs and improve performance in power scheduling, settlement, market operations, system operations support, and demand response programs. APX has implemented a new state-of-the-art technology platform to replace its legacy ISO scheduling and settlement products; this next generation product is the APX MarketSuite速. APX uses the most current technology and architecture, taking a quantum leap in its technology delivered under a Software-as-a-Service model. The APX

MarketSuite速 is a highly reliable and secure system, hosted for system and geographic redundancy for high reliability. Clients can access the APX MarketSuite速 via a browser over the internet and experience the latest User-Interface technology. APX's Workflow Engine controls and automates the processing of millions of jobs and the transfer of data. The APX Calculation Engine allows for the implementation of complex formulas and data sets to calculate settlement values. Clients can also integrate via Web Services with the APX MarketSuite速. The APX MarketSuite supports ISO scheduling, settlement analytics, data reporting, and is a data/file repository for recordkeeping. The Service Oriented Architecture supports rapid development to address client custom needs. Finally, APX has implemented a cross-market design and architecture in order that clients can benefit from a single point of connection to many ISO

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook regions as APX expands its implementation to each ISO region in 2011 beyond the CAISO and ERCOT.

Main Office 111 River Street Suite 1204 Hoboken, NJ 07030 Tel: +1.201.222.1422 Other Locations California: Tel: +1.408.517.2100 Representative Clients None provided Website http://www.apx.com

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

AspectDSC – Decision Support Center Aspect Enterprise Ltd Castlewood House 77-91 New Oxford Street London WC1A 1DG

Markets/Geographies Served

Company/Product Information AspectDSC is a Decision Support Center for allsize trading companies transacting in today’s energy and commodity markets. The platform has direct connections into other CTRM trading platform which allows for uploading of end of day settlement prices with just 2 clicks. The service can also be used as with any CTRM service to provide price for mark to market. The service also facilitates intraday revaluations in CTRM and can also be used in conjunction with Excel to create derived curves and other mark to market prices for revaluation purposes. Single-Source Aggregated Data with 1-Stop Support AspectDSC is a Decision Support Center for allsize trading companies maneuvering in today’s volatile and uncertain energy and commodity markets. Rely on this single online source to track real-time and historical futures and spot prices, along with the latest market news from multiple leading exchanges and information providers. Spend less time sifting through several information sources, and more time analyzing trends with one-stop access, and one call for all your support needs. Simplified Access & Sophisticated Trading Tools for Success Simplify the way you and your company manage and leverage futures, news, data and applications across the enterprise. Analyze intraday, daily, weekly

and monthly market data using powerful DSCharts, a globally recognized charting package with all the functionality you need to stay at the forefront of market activity and identify risks, trends and profitable opportunities ahead of competitors. Integrate dynamic prices into Microsoft Excel using Dynamic Data Exchange (DDE) with automatically refreshing formulas to develop strategies and analyze performance. And easily integrate your energy information with AspectETRM and AspectTradeFlo, and other energy trading and risk management solutions for seamless data management, trade capture and risk analysis. Lower Cost, No-Software Web Access AspectDSC was the industry’s first fully Webbased market information resource, so there is no software to download and it is accessible from anywhere in the world. Our thousands of subscribers in more than 80 countries enjoy low-cost access for high-value information, features and functionality. Because there is no software or lengthy training necessary; deployment is instant and upgrades are

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook seamless in the background — we’re able to keep our costs down with a user-friendly system that you can configure. Its innovative design allows you to customize information the way you want it. Flexible displays allow you to easily drag and drop panels and expand and minimize views, for quick analysis and add and remove permissioned data feeds.

Aspect Enterprise Solutions is the only SaaS vendor offering products and solutions that fit all sizes of companies, from small trading houses to global conglomerates. Working together with clients’ IT departments, and those with limited resources, Aspect can quickly deploy on-demand solutions with a smart approach to problem solving.

AspectDSC was also one of the first to offer global mobile access on BlackBerry and windowsbased PDA devices, which now also includes iPhone. So, your energy information needs are delivered anytime, anywhere — and at a monthly subscription price you can afford with mobile-only subscriptions available.

Main Office Castlewood House 77-91 New Oxford Street London WC1A 1DG Tel: +44 20 7632 0170 (Office hours) Tel: +44 20 7632 0180 (After hours) Fax: +44 20 7836 8030

Aspect Enterprise Solutions was founded in 1999, as OILspace, to leverage unique industry knowledge, modern technology and years of experience. Building upon a flexible infrastructure and technology platform, with an innovative development methodology, Aspect’s development team has produced a range of web-based applications, customization services and enterprise integration solutions. With more than a decade’s experience dealing with the world’s largest energy corporations, OILspace became Aspect Enterprise Solutions to mark the company’s expansion into broader commodities markets, including metals, softs, and emissions.

Other Locations New York - Tel: +1 347 328 0396 Moscow – Tel: +7 495 925 7245 Singapore – Tel: +65 6738 6525 Kuala Lumpur – Tel: +603 2300 3129 Representative Clients Sabic UK Mabanaft Addax & Oryx Website http://www.aspectenterprise.com

After meeting the needs of major players in one of the toughest industries there is, Aspect Enterprise Solutions now continues to take that expertise onto a broader stage outside of just oil and energy.

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

B-One Bi-SAM Technologies 43/47, av. de la Grande Armée 75016 Paris

Markets/Geographies Served

Company/Product Information Business Intelligence Solutions for Asset Management (BI-SAM) was created by experts in asset management, new technology and strategy and organization consulting. In ten years BI-SAM has become a market reference for performance & risk attribution, client reporting and GIPS compliancy solutions. Our integrated and innovative solutions have already been adopted by many renowned asset managers in France, Belgium, Luxemburg, UK, Finland, Switzerland, USA, Canada, Hong Kong and Singapore who have assets under management ranging from 10 billion to 1,5 trillion Euros. Bi-SAM is one platform integrating three software suites BI-SAM Data Management Suite is a multisource info-centre for consolidating and archiving all qualitative and quantitative data relative to the asset management world, for the advanced management of data integration, integrity, storage and extraction phases. Data Management Modules:  DATA INTEGRATION: multi-source, multiformat, data integration tool operating as an extraction transformation loading

  

DATA MANAGEMENT: automating coherence, quality controls, error recovery mechanisms DATA REPOSITORY (DRIM) DATA MART API WEBSERVICES

BI-SAM Analytics Suite uses the data in the BISAM Data Repository to calculate performance, attribution and risk that can be automatically integrated into the Reporting Suite.

Analytics Suite Modules:  PERFORMANCE MEASUREMENT: multiperiod multi-share class and multi-currency returns (MWR, TWR, IRR, Net and Gross of Fees, etc.)  EQUITIES/BALANCED ATTRIBUTION: Brinson & Karnosky Singer methodologies  FIXED INCOME ATTRIBUTION: available methods: Successive Portfolios, Successive

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

 

pricing, Duration analysis, Key rates duration RISK ATTRIBUTION AND DECOMPOSITION (EX-POST/EX-ANTE) GIPS

BI-SAM Reporting Suite allows you to customize and diffuse all types of demanding reports in a completely automated and secure manner for a customized presentation of your performance. Reporting Suite Modules:  REPORT BUILDER: BIRT, Business Objects  REPORT GENERATOR: multiple customized formats (HTML, XLS, PDF, etc.) and distribution channels (e-mail, website, printer, server directory, etc.)  REPORT PUBLISHER  WORKFLOW MANAGEMENT

Main Office 43/47, av. de la Grande Armée 75016 Paris Tel: +33 (0)1 42 85 73 00 Other Locations Luxembourg: Tel: + 352 22 99 99 52 79 Switzerland: Tel: + 41 22 715 11 31 London: Tel: + 44 (0)20 3008 5830 New York: Tel: + 1 646 512 5770 Hong Kong: Tel: + 852 3971 9106 Representative Clients None provided Website http://www.bi-sam.com

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook

Brady 2010-2011 Brady PLC 281 Cambridge Science Park Milton Road Cambridge CB4 0WE

Markets/Geographies Served

Company/Product Information Brady plc (BRY.L) is a leading global provider of trading and risk management software to the global commodity markets. It offers a choice of trading and risk management solutions designed to help producers, consumers, financial organizations and trading companies manage all of their commodity transactions in an integrated solution - including predeal analysis, trade capture, risk management, foreign exchange, credit risk, logistics, cash management, physical operations, back office financials and treasury settlement. Brady has more than 25 years of expertise in the commodity markets and over 100 customers worldwide depend on its software solutions to manage risk and deliver vital business transactions across their global operations. Its market knowledge, professionalism and proven problem-solving abilities enable it to understand the challenges its clients face and develop tailored solutions that consistently meet and exceed their needs. Brady offers an integrated suite of commodity trading applications covering both physical and

financial (derivatives) trading of a wide range of commodity C60types including base and precious metals, steel, soft commodities, oil, iron ore, coal, oil and LPG products. Our metals functionality covers both raw materials and refined metals. For raw materials the suite includes dedicated functionality for capturing and administering complex concentrates contracts. For derivative contracts the suite supports a very wide range of exchange traded and derivatives products. The suite covers the full life-cycle of trading from front office (pre-trade analytics, trade capture and position keeping) through middle office (risk management including Value at Risk) to back office (settlement and accounting - including a full general ledger package). The physical trading functionality includes comprehensive functionality for managing every aspect of a physical trading operation including trade capture and administration, shipping and logistics, inventory management, trade finance and document

Copyright 2011 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

TRM Ancillary Software Vendor and Product SourceBook management. Comprehensive risk management functionality is available across both physical and derivative contracts. The suite is modular, enabling customers to select only those aspects of the functionality that are relevant to their business and is designed to be easy to integrate into a customer's technology environment. Main Office 281 Cambridge Science Park Milton Road Cambridge CB4 0WE Tel: +44 (0)1223 479479 Other Offices London – Tel: +44 (0)20 7002 1619 USA – Tel: +1 610-941-2780 Paris – Tel: +33 1 45 26 59 37 Singapore – Tel: +65 6725 6503 Switzerland – Tel: +41 (0)22 8691000 Representative Clients None specified. Website http://www.bradyplc.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

enPrice Contigo Blythe Valley Innovation Centre Central Boulevard Blythe Valley Business Park Solihull West Midlands B90 8AJ

Markets/Geographies Served

Company/Product Information Contigo is a leading provider of trading and logistics software products for the energy industry. Based in the UK, it has developed the innovative and flexible enTrader family of products that deliver significant business value to its customers. It utilizes agile delivery methods and state of the art technologies to deliver and implement those solutions both rapidly and cost effectively. Contigo is becoming the provider of choice for many energy companies who seek expert knowledge of their business in a supplier. enPrice is a purpose built pricing engine for the power and gas market. enPrice is fully automated and consists of two principal parts – system maintenance and quote production. enPrice will mirror settlements, by detailed and accurate use of Market Domain Data. enPrice will correctly

determine all relevant costs to supply by mirroring the relationship between the customer’s supply number, MDD and the settlements system. enPrice will determine third party charges with maximum granularity by correctly modeling the charging systems used by all parties in the supply chain. All individual charging elements are accurately duplicated within enPrice, irrespective of the level of detail required. The system has been specifically designed to allow the user themselves to update and fully maintain the system. Any cost element, either in level or structure, is both rapid and simple to implement. In addition to the duplication of third party charging structures the system provides for the flexible application of user specific price related issues such as margins, risk, price escalation factors and overheads. This is configurable, and customer

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook specific costs can be instantly updated to reflect market reality and maintain anticipated profits. Main Office Blythe Valley Innovation Centre Central Boulevard Blythe Valley Business Park Solihull West Midlands B90 8AJ Representative Clients None – Newly Launched Product Website www.contigo.co.uk

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

enVoy Contigo Blythe Valley Innovation Centre Central Boulevard Blythe Valley Business Park Solihull West Midlands B90 8AJ

Markets/Geographies Served

Company/Product Information Contigo is a leading provider of trading and logistics software products for the energy industry. Based in the UK, it has developed the innovative and flexible enTrader family of products that deliver significant business value to its customers. It utilizes agile delivery methods and state of the art technologies to deliver and implement those solutions both rapidly and cost effectively. Contigo is becoming the provider of choice for many energy companies who seek expert knowledge of their business in a supplier. Our enTrader product, launched in March 2009, is quickly becoming the market leader in addressing both energy retail portfolio management and fuel logistics, as well as establishing itself as a serious contender in the ETRM/CTRM space. enVoy simplifies the process of sending and receiving energy industry data flows, linking your energy trading function directly to external data agents. enVoy significantly reduces the time and

resources consumed by notification and dispute investigations. For notification, enVoy reduces risks and eliminates manual tasks by collecting data from your trading system automatically, monitoring your notifications and trading positions in real time, and raising user defined alerts. To facilitate dispute investigation and resolution, enVoy’s fully audited infrastructure means notification files can be located and viewed in seconds with drill downs directly from individual trade records. enVoy's management by exception operation increases confidence in your ability to limit imbalances which enables additional profit opportunities by trading right up to the last available time period. By maintaining a real-time view of notification and submission status and automatically reconciling back to the trading and scheduling systems, there is less need to “operate�

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook the system. Issues and alerts are only raised when they require management or user attention. enVoy allows detailed definition of alert thresholds and priorities allowing a range of alert conditions to be properly managed. Alerts are automatically generated when these conditions are met. Main Office Blythe Valley Innovation Centre Central Boulevard Blythe Valley Business Park Solihull West Midlands B90 8AJ Representative Clients Not Provided Website www.contigo.co.uk

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Genic DataManager DataGenic 23 Austin Friars London EC2N 2QP United Kingdom

Markets/Geographies Served

Company/Product Information Since its creation in 2002, DataGenic has become recognized as an international specialist in the delivery of data management solutions. DataGenic has developed an extensive knowledge of interval data, market pricing and reference data required by the industry, the complex usage of this data in analysis, trading, decision support, risk management, portfolio optimization, operations and sales, and the technology needed to deliver and integrate information across the enterprise. DataGenic Solutions meet the complex data management requirements for companies that provide services in Finance, Utilities, Oil & Gas and the Public Sector. Genic DataManager (GDM) provides an advanced platform and controlled framework for the acquisition, processing, validation, management and distribution of complex usage data. GDM is an integrated and flexible software platform that adapts to your business requirements, allowing access to the full range of critical business information and complex analytics. Full integration with CTRM software vendors such as Openlink,

Triplepoint, Abacus, Sakkonet, SunGard, is offered. Additional GDM modules include: Genic CurveBuilder for the real-time construction, derivation and management of forward curves; Genic WorkFlow for the automation, management and monitoring of all business processes; Genic QualityManager for historical or daily validation checks, advanced data derivations and data license management; Genic DataGrid for powerful charting, contract pricing and analytics; Genic LiveConnect for integration with real-time platforms such as Reuters, Bloomberg and Trayport; Genic Chronos providing a specialized time-series database for high frequency data; Genic IQ for complex, rules-based calculations and applied artificial intelligence; Genic DashBoard for real-time visualization and tracing of data life cycle processes, hardware status and other critical business processes; Genic DataHub for the organization and consolidation of fragmented data

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook sources that exist in the marketplace provided from OTC markets, Brokers, Exchanges, Assessment Providers, Government bodies, and other authoritative institutions. Main Office 23 Austin Friars London EC2N 2QP United Kingdom Tel:+44 203 008 82 61 Other Offices Harpenden, UK – Tel: +44 845 612 01 32 Diemerhof, Netherlands – Tel: +31 20 368 06 99 Bangalore, India – Tel: +91 80 267 122 57 Singapore – Tel: +65 6227 5710 Representative Clients None specified. Website http://www.datagenicgroup.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

ExPDA Derivative Trading Systems Ltd First Floor Unit, 1, Bastwick Street, London EC1V 3NU

Markets/Geographies Served

Company/Product Information Derivative Trading Systems Ltd (“DTS�) is a privately owned business that has been trading since 1992. With their head office in London, the company services the UK and European financial markets. DTS also has a sales office in Sydney to cover the expanding Asia Pacific markets. The Company's global presence now encompasses sixteen countries. Customers range from the largest, best known investment and commercial banks to more recently, a wide variety of hedge funds. Over the last 20 years there has been phenomenal growth in the derivatives markets, and bank retailing of various structured finance. DTS has been able to find an important niche alongside these markets not least through a meticulous attention to detail over its historic database of financial data. The company's flagship product is the Horizon application developed and sold to financial institutions worldwide. From its inception, Horizon brought together a sophisticated database of market data and a range of analysis not previously available in a single software solution. Through on-going

development of the analytical software and expansion of the database that supports Horizon, it still continues to boast features that many other third party and home grown applications are unable to reproduce. DTS's underlying data is captured at a consistent point in time three times a day from multiple sources to coincide with the closing of each of the major world financial centers. Careful collection and screening procedures ensure that the high quality of the Horizon database is maintained. Yield curve data goes back to 1986 for major currencies. Spot FX and other selected data goes back to 1980. In recent times the company has undertaken new research and development into new products and applications and new and innovative ways to leverage the database that has been put together. These new products cover a range of different areas

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook with a focus on real-time market data distribution, Web Services data distribution, Java Charting solutions and a range of Risk Management solutions. DTS's latest development is ExPDA (Excel Publish & Display Application) which allows an organization to take in real time data, add value to it and then publish it to authorized users either internally or externally using an Excel interface. Head Office First Floor Unit, 1, Bastwick Street, London EC1V 3NU Phone +44 (0)207 689 6688 Other Locations Sydney - Tel: +61 (0)2 9484 4640 Representative Clients None Provided Website www.derivs.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Horizon/Open Horizon/Horizon Direct Derivative Trading Systems Ltd. First Floor Unit, 1, Bastwick Street, London EC1V 3NU

Markets/Geographies Served

Company/Product Information Horizon has been responsible for identifying and verifying more profitable trading opportunities for our users than any other similar application in its class. Main Features:

Benefits: 

Horizon allows our users to outperform their competitors by providing the tools to react faster to analyzing market strategies,

Used extensively by traders, quants and sales staff to identify and verify trading and arbitrage opportunities,

Perform rapid and accurate in depth analysis on market trends in a wide range of asset classes,

Horizon has the ability to do analysis on all components of the yield curve such as forward rates of any configuration, Save vast amounts of valuable time when doing complex data analysis.

Extensive historical database extending back over 30 years,

A broad range of asset classes are covered as well as commodities, These include derivatives, fixed income, f/x, money market, and equities,

All analysis in Horizon is created with an easy to use graphical navigation tool,

The data is always up to date and accurate. The accuracy of the data helps to ensure that analysis errors are minimized,

The quality of the Horizon database is considered by the company and by the product's users to be the best in its class.

Copyright 2010 UtiliPoint International, Inc.

of

rates

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Horizon Premium is a powerful financial data charting and analysis tool providing access to an extensive database of high quality market data owned by DTS. Open Horizon gives users an easy way to extract data from the Horizon database without writing code. This data can then be loaded into their own Excel © (and other) applications to be manipulated. Horizon COM (Component Object Model) is an API version of Horizon Premium allowing users to make calls to the Horizon database and its functionality from their own applications (e.g. Matlab ©, Excel © and other financial applications) using programming languages such as Visual Basic, C and C++ Horizon Direct is a Web version of Horizon Premium aimed at sole traders or users who are out of the office, or working at home, or who need remote access for presentations / demonstrations access via the internet to the Horizon database. The data is not stored locally on the user's PC or network but is accessed via the internet to one of the data servers maintained by DTS. DTS offers access to the high quality historical Horizon database via the Internet using SOAP and REST functionality. Registered users can now specify and download the data they require and so only pay for the data they use. Web Services enables integration of the Horizon Database with Microsoft programs like Excel © using simple data queries, or incorporating DTS's historical data into web pages or other 3rd party applications.

Head Office First Floor Unit, 1, Bastwick Street, London EC1V 3NU Phone +44 (0)207 689 6688 Other Locations Sydney – Tel: +61 (0)2 9484 4640 Representative Clients Not Provided Website www.derivs.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Liquid Trading Platform Elysian Systems 1st Floor 9 Curtain Road London EC2A 3LT

Markets/Geographies Served

Company/Product Information Elysian Systems is a leading independent provider of OTC broker and exchange trading technology. Its flagship product, Liquid, is a highly advanced trading platform that enables its customers to host global electronic market places across a wide range of asset classes. The Liquid Trading Platform combines state-of-theart functionality with elegant design. This formula has underpinned Elysian’s emergence as the leading independent trading platform provider to North American energy brokerages and exchanges. Key features of the Liquid Trading Platform: • Supports online trading of gas, power, oil, freight, coal, biofuels, metals, weather, nuclear fuel and options • Hybrid trading platform supporting broker and trader execution • Support for global trading communities • Operates 24/7 markets • Ultra secure – the latest encryption mechanisms to protect your data • Production system since 2005

• Currently in use by the world’s leading brokers supporting global markets • Supports multiple deployment models from internal broker price dissemination to full trader and/or program execution • Offers electronic screen trading and algorithmic program trading to customers • Supports real-time clearing integration to multiple clearing houses.

Main Office Elysian Systems Limited 1st Floor 9 Curtain Road London EC2A 3LT Tel: +44 (0) 203 130 7010

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Representative Clients IMEX Tradition MF Global The Baltic Exchange Tullet Prebon Website www.elysiansystems.co.uk

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

PriceHub e-Opt Solutions Storchenstrasse 24 68259 Mannheim Germany

Markets/Geographies Served

Company/Product Information e-Opt Solutions provides products and services enable smart solutions in the Energy Trading and Risk Management space. Energy Markets today offer great opportunities that inevitably lead to equally large exposure to market, model, credit and operational risks. Right decisions at the right time are the key differentiators in this market. Furthermore, with increased regulatory pressures and heightened scrutiny from auditors, there needs to be a paradigm shift in the way IT and Business come together to face these challenges. The industry is crying out for Decision Support Systems that are intelligent, robust and offer measurable returns on investment. e路Opt aims to deliver such solutions to complex problems in Pricing, Hedging, Risk Control and Forecasting. We help companies with tools to achieve technical and operational excellence. PriceHub has been designed as an integrated set of software tools that complements conventional ETRM systems, and adds to the competitiveness of

your trading operations. The various modules within the PriceHub suite are: e路Curve: This is a highly optimized Forward Curve engine that allows just-in-time generation of hourly Forward Curves. The model behind the engine takes into account a number of market parameters, to reflect the market dynamics accurately. e路Pool: With this product e-Opt has addressed a long-standing need for a robust and efficient Market Price Data Management System e路VaR: Energy Trading companies, particularly those active in power, have always struggled to report the true risk, on their portfolio. The reasons stem from the nature of the commodities as well as

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook the business rules. With e路VaR and its constituent sub-modules e路IVaR and e路Stress, e-Opt has tried to address some of these issues e路Price: e-Opt's Risk based Energy Contract pricing engine, which provides users with a transparent and rule based energy pricing platform. It allows Traders and Portfolio Managers to quickly respond to market opportunities, and also assists them in evaluating the optimal instruments to hedge their contract risk with. Main Office Storchenstrasse 24 68259 Mannheim Germany Tel : +49 (0621) 728 7123 Representative Clients None Provided Website http://www.eopt.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

SELT IPESOFT Bytčická 2, 010 01 Žilina, Slovak republic

Markets/Geographies Served

Company/Product Information Ipesoft has been developing software in the production systems segment of the market for the last 15-years. Its products provide solutions for all aspects of manufacturing enterprises, from processing automation to complex monitoring and the control of production processes, which can be integrated with ERP company information systems. Liberalization of the electricity market in Slovakia brought about new challenges and opportunities for specific stakeholders. IPESOFT with its unique solutions lets its clients make use of these opportunities and minimize existing risks. Its solutions can be used by any player on the power marker - star ting from electricity producers, through transmission and distribution system operators, eligible customers and up to independent traders. SELT, built on Ipesoft’s proprietary D2000 Entis® platform, is a system of mutually integrated tools, focusing on specific tasks for various departments involved in planning and preparation for operation in power sectors, in electricity purchasing and sales

and operation control to follow electricity takeoff and delivery plans. SELT supports the administration of bilateral agreement and power trading at stock exchanges. The system supports various time periods for deals, variable prices, fixed payments and charges as well as summaries of other specific attributes of the deals and contracts with values that vary through time. The solution includes support for business transaction assessment and risk analysis. It automatically monitors possibly exceeded limits in terms of deal assessments and warns about such excesses. SELT analytical tools include the assessment of contract net costs/revenues, analysis of mean and total prices of electricity purchased with all the analytical outputs presented both in tables and charts. The system also provides functional coverage in the following areas;

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

    

Electricity (gas) production and consumption Trading in electricity and support services Business plan optimization Trade management Business assessment and analysis

In the power trading area, SELT supports; 

Business positions are evaluated according to various attributes (partners, points of delivery, traders…) and various time differentiations are possible (15 minute, hour, day, week, month). SELT creates product portfolios and compares deals, portfolios and positions with respect to situations on the stock exchange (MarkToMarket, MarkToForecast, ValueAtRisk, Profit&Loss). The system has access to spot and forward exchanges (EEX, APX, PolPX, OKO, EXAA, EEX Future, GFI and others) and the data it collects are archived for subsequent statistical processing. Traders are provided with support to work with price curves for both liquid and thin markets (spots, forwards). It allows you to generate, import, compare, archive, interlink, recalculate the curves, etc.

Main Office Bytčická 2, 010 01 Žilina, Slovak republic Tel.: +421 41 5070 311 Representative Clients ADATO, s.r.o., LETECKÉ OPRAVOVNE TRENČÍN, a.s., MARTINSKÁ TEPLÁRENSKÁ, a.s., MONDI BUSINESS PAPER SCP, a.s., NOVÁCKE CHEMICKÉ ZÁVODY, a.s., SLOVENSKÁ ELEKTRIZAČNÁ PRENOSOVÁ SÚSTAVA, a.s., SEPS, a.s. - SLOVENSKÝ ENERGETICKÝ DISPEČING, SLOVENSKÉ ELEKTRÁRNE, a.s., SLOVENSKÝ PLYNÁRENSKÝ PRIEMYSEL, a.s., SPP – preprava, a.s., SLOVNAFT, a.s., TEPLÁREŇ KOŠICE, a.s., VODOHOSPODÁRSKA VÝSTAVBA, š.p., ZVOLENSKÁ TEPLÁRENSKÁ, a.s., ŽELEZNICE SLOVENSKEJ REPUBLIKY, JOHNS MANVILLE SLOVAKIA, a.s., RONA, a.s., TENTO, a.s., U.S. STEEL KOŠICE, s.r.o., Website http://www.ipesoft.sk

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

KyCurve KYOS Energy Nieuwe Gracht 49 2011 ND Haarlem The Netherlands

Markets/Geographies Served

Company/Product Information KyCurve produces a daily or hourly forward curve up to several years into the future for any tradable commodity, with specific functionality for power and gas. It initially generates an hourly price forecast by optimally using market fundamentals and historical price patterns. Then, the forecast is rescaled to match currently available market prices. KyCurve can be run stand-alone (Excel, Matlab, DLL, exe) or integrated in any trading system. Market prices are typically available for only a limited set of standardized products, such as base/peak and months/quarters/seasons/years. However, several activities of an energy trading business require a higher level of detail. The model produces different types of price curves: 

Monthly forward curve using current forward prices and historical forward price relations, with different levels of smoothing

Daily and hourly price forecasts based on set of explanatory variables and historical data

Daily and hourly forward curves, combining forecast, smoothing and monthly market curve

For the forecasted price curve and the daily/hourly forward curves, calendar information is always incorporated. On demand, the user can add specific external information, such as forward prices of explanatory commodity prices and weather variables. KYOS offers specialized advice on trading and risk management in energy markets. Our expert team has years of experience in quantitative modeling and advisory services in commodity markets. Our sophisticated solutions are developed to support decision making, investment proposals and risk calculations. We have a broad customer base including the major players in the commodity markets. KYOS has a clear focus on the following areas: Products KYOS applies sophisticated financial engineering techniques to energy market cases. A strong theoretical background is combined with practical solutions to solve day-to-day problems. We offer

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook tailor-made solutions next to our standardized models. Consulting KYOS has years of experience in advisory services on commodities and commodity related activities. With our global focus and broad client base, KYOS has a very clear picture of 'best practices' within the industry. Training KYOS organizes numerous workshops, trainings and seminars throughout the year. In-depth knowledge on energy markets, risk management experience, knowledge of the latest concepts and techniques combined with real life Main Office KYOS Energy Consulting B.V. Nieuwe Gracht 49 2011 ND Haarlem The Netherlands Tel: +31 (0)23 551 02 21

Representative Clients  Statkraft  SPE  Nidera  Delta Energy  NMa  Taqa  BKW  RWE  PointCarbon  CEZ  E.ON Ruhrgas  Continental Gas Storage  Essent  Vattenfall  E.ON  ESBI  GasTerra  Enel  Nuon  Eneco  Econgas Website http://www.kyos.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

KyPlant KYOS Energy Nieuwe Gracht 49 2011 ND Haarlem The Netherlands

Markets/Geographies Served

Company/Product Information KyPlant is developed for valuation of both physical and virtual power plants. The real optionsbased model combines actual plant behavior with realistic price simulations. The model quickly identifies plant value, supports trading decisions and reports exposures. KyPlant integrates a forward moving Monte Carlo simulation with a backward-moving dynamic programming technique and least-squares Monte Carlo. The use of realistic price simulations is essential to avoid over- or underestimations of plant value. The concept of co-integration is used to combine fundamental relationships between fuels and power prices in a Monte Carlo simulation framework. A hedging module is added to assess the impact of trading strategies in the forward market. KyPlant can be run stand-alone (Excel, Matlab, DLL, exe) or integrated in any trading system. KyPlant incorporates the most important physical and contractual plant constraints:

• Operational constraints: maximum capacity and minimum stable level, minimum runtimes, ramp rates, efficiency curve • Costs: fixed, variable O&M • Start costs: fixed and variable fuel costs for cold, warm & hot starts, startbuckets to increase costs with more starts • Periodic: seasonal influences on capacity and efficiency • Outages: planned maintenance schedule (fixed or based on EOH), forced outages • Contractual constraints: Gas Take-or-Pay contract (for CCGT) KYOS offers specialized advice on trading and risk management in energy markets. Our expert team has years of experience in quantitative

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook modeling and advisory services in commodity markets. Our sophisticated solutions are developed to support decision making, investment proposals and risk calculations. We have a broad customer base including the major players in the commodity markets. Main Office KYOS Energy Consulting B.V. Nieuwe Gracht 49 2011 ND Haarlem The Netherlands Tel: +31 (0)23 551 02 21 Website http://www.kyos.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

KySim KYOS Energy Nieuwe Gracht 49 2011 ND Haarlem The Netherlands

Markets/Geographies Served

Company/Product Information KySim produces Monte Carlo simulations of forward and spot prices in commodity, FX and interest rates. KySim can be run stand-alone (Excel, Matlab, DLL, exe) or integrated in any trading system. KySim produces hundreds or thousands of simulations of any number of products, modeling the full forward curve. It also has an advanced set of models for daily and hourly spot prices in commodity applications. The whole KySim model suite contains a range of innovative techniques, including timevarying volatility models, correlation models, co integration, co integration matched with fundamentals (merit order in power markets), regime-switches, and more. It is the ultimate building block for a risk management and valuation analysis, especially for companies active in power and gas markets, and companies having many commodity-spread exposures. KYOS offers specialized advice on risk management in energy markets. team has years of experience in modeling and advisory services in

trading and Our expert quantitative commodity

markets. Our sophisticated solutions are developed to support decision making, investment proposals and risk calculations. We have a broad customer base including the major players in the commodity markets. Main Office KYOS Energy Consulting B.V. Nieuwe Gracht 49 2011 ND Haarlem The Netherlands E-mail: info@kyos.com Tel: +31 (0)23 551 02 21 Website http://www.kyos.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

KyStore KYOS Energy Nieuwe Gracht 49 2011 ND Haarlem The Netherlands

Markets/Geographies Served

Company/Product Information KyStore is developed to value gas storage facilities and gas storage contracts. It identifies storage value, optimal trading decisions, exposures and hedging strategies. KyStore is based on proven Least Squares Monte Carlo simulation techniques. It quickly calculates intrinsic, rolling intrinsic and full option value in forward and spot markets. The model incorporates real life uncertainty, while honoring physical and contractual storage constraints. KyStore can be run stand-alone (Excel, Matlab, DLL, exe) or integrated in any trading system. KyStore accounts for typical storage constraints:

Model Characteristics KyStore is based on advanced Monte Carlo simulation techniques. Important characteristics are: 

Mean-reverting multi-factor model with long-term, short-term and seasonal forward dynamics

Least Squares Monte Carlo methodology to find optimal spot trading and operating decisions

Time-dependent and inventory-dependent injection and withdrawal rates

Optional and/or Interruptible rates

Time-dependent min and max inventory levels

Prices matched to user-provided forward curve with up to daily precision

Volatility term structure and other simulation inputs easily derived from historical data with accompanying calibration tool

Incorporation of operational and trading costs, including bid-ask spreads

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook KYOS offers specialized advice on trading and risk management in energy markets. Our expert team has years of experience in quantitative modeling and advisory services in commodity markets. Our sophisticated solutions are developed to support decision making, investment proposals and risk calculations. We have a broad customer base including the major players in the commodity markets. Main Office KYOS Energy Consulting B.V. Nieuwe Gracht 49 2011 ND Haarlem The Netherlands Tel: +31 (0)23 551 02 21 Website http://www.kyos.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

KySwing KYOS Energy Nieuwe Gracht 49 2011 ND Haarlem The Netherlands

Markets/Geographies Served

Company/Product Information KySwing is developed to value commodity contracts containing swing, interruptible or take-orpay rights. Least Squares Monte Carlo simulation techniques determine optimal strategies, which are the basis for accurate valuation of the contract. It identifies contract value, optimal trading decisions, exposures and hedging strategies. KySwing is based on proven Least Squares Monte Carlo simulation techniques. It quickly calculates intrinsic, rolling intrinsic and full option value in forward and spot markets. The model incorporates real life uncertainty, while honoring all contractual constraints. KySwing can be run standalone (Excel, Matlab, DLL, exe) or integrated in any trading system. KySwing incorporates typical swing elements: 

Total and periodic volume constraints (e.g. annual, quarterly and daily quantities)

Exercise based on fixed or indexed price. There is the possibility to include indexed price formulas (for instance oil and/or coal) with specific time lags and currencies. The

indexed price may even include a monthly gas forward price. 

Hard or soft penalties based constraints can be defined for off-take volumes.

Make-up and carry-forward rights.

KYOS offers specialized advice on trading and risk management in energy markets. Our expert team has years of experience in quantitative modeling and advisory services in commodity markets. Our sophisticated solutions are developed to support decision making, investment proposals and risk calculations. We have a broad customer base including the major players in the commodity markets.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office KYOS Energy Consulting B.V. Nieuwe Gracht 49 2011 ND Haarlem The Netherlands E-mail: info@kyos.com Tel: +31 (0)23 551 02 21 Website http://www.kyos.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Lacima Analytics Lacima Group 5 St Helen's Place Bishopsgate London EC3A 6AU

Markets/Geographies Served

k Company/Product Information Lacima Group is a specialist provider of software and advisory services dedicated to valuation, optimization and risk management for global energy markets. Its solutions help organizations to maximize their profit potential and make more informed decisions with tools that yield more accurate valuations, hedging analysis and risk exposure analysis for portfolios of financial contracts and physical assets. Lacima Group’s flagship application “Lacima Analytics” is dedicated to valuation, optimization and risk management for global energy markets. Lacima Analytics handles the full range of simple to sophisticated models and asset types and features flexible architecture to afford scalability of functionality to meet the evolving risk and valuation needs of organizations that deal in energy. It is developed and implemented by peer-recognized experts in energy analytics, offering an unparalleled level of expertise and personalized support.

Lacima Analytics has been designed to work seamlessly with other systems, resulting in quick implementation without the need to replace any existing systems. The application comprises three primary suites that offer a full range of valuation, optimization and risk management capabilities across portfolios of financial contracts and physical assets in a single consistent environment. Valuation and Optimization Suite Structure, value and hedge portfolios that include standard financial contracts as well as swing, storage, pipeline and generation assets, taking into account their operational flexibility and wide-ranging constraints, with the ability to jointly optimize financial contracts and physical assets.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Risk Management Suite Calculate and report a comprehensive range of portfolio risk metrics, taking into consideration the unique behavior of energy prices, the complexities of financial hedge contracts as well as physical asset constraints. The Risk Suite offers all the key market and credit-based metrics available, including: markto-market, value-at-risk, earnings-at-risk, revenueat-risk, gross margin-at-risk, cashflow-at-risk and potential future exposure. Portfolio Management Suite Combine complex portfolios of physical assets and financial contracts to enhance value and profit potential. The Portfolio Management Suite offers solutions for portfolio hedge optimization, gas network optimization, hydro network dispatch, hybrid modeling and cargo shipping. Main Office 5 St Helen's Place Bishopsgate London EC3A 6AU UK Tel. +44 (0)20 7036 0360

Representative Clients AGL Alinta Energy Capital Power Centrica ConocoPhillips Deutsche Bank Gazprom Export Gazprom Marketing & Trading Loy Yang Marketing Holdings Macquarie Bank Macquarie Generation National Grid SNCF

Website http://www.lacimagroup.com

Other Locations Houston - Tel. +1 713 353 3949 Sydney - Tel. +61 (2) 9275 8818

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

LIM Data Management Solution LIM (A Morningstar Company) 22 West Washington Street Chicago, IL 60602

Markets/Geographies Served

Company/Product Information LIM, a Morningstar company is a leading provider of data, analytics and research, using patented

technology

and

data

management

solutions to provide its customers with actionable information primarily in the energy, commodities

every week, LIM provides data management tools

and financial sectors. LIM’s clients are among the

that quickly store and serve up the data.

world's largest energy concerns, utilities, hedge funds, mutual funds, and banks.

LIM delivers a comprehensive, near-real time solution for data management. The patented time-

LIM offers a world-class data warehouse which

series database enables fast data storage and

gathers and distributes data from over 200 different

retrieval. LIM provides daily, intraday and tick data

feeds in the power, oil, gas, commodities, equities,

values from over 200 sources available in a

futures and weather markets. Sources include all the

centralized location. Data is accessed through a wide

major exchanges, the electricity system operators

array of applications and APIs.

(ISOs), price providers, major commodity brokers, weather vendors, and other key data services. In addition to gathering, processing, checking, and distributing more than 125 million data records Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office 22 West Washington Street Chicago, IL 60602 Tel: +1 (312) 244-7170

Other Locations London - Tel: 0800 032 6063 Austin – Tel: +1 (512) 697-3000

Website http://www.lim.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

VaRManager Macro Enterprises Ltd. 715 Cranfield Ct. Katy, Texas 77450 Markets/Geographies Served

Company/Product Information Macro has architected successful solutions that minimize risk and maximize reward for more than 30 years. With its time-tested methodology it delivers innovative solutions providing measureable value and lasting change. From Custom Software Development, SharePoint Development, Databasedriven CRM programs to Risk Consulting, MACRO has the full capabilities and expertise to help its clients achieve strategic goals. Time tested analytics from FEA: VaRManager utilizes Financial Engineering Associates’ (FEA) MakeVC and VaRLib analytics, a recognized standard for value-at-risk and financial derivative valuation. Additive Sub-portfolio VaR VaRManager decomposes total portfolio VaR into additive sub-portfolio VaRs by any two of 12 userdefined fields. This allows the user to calculate the contribution to total VaR of each trader, each region, each strategy, each counterparty, etc. Additive subportfolio calculations can be done using an automated process which calculates the undiversified VaR at the same time. Risk

management can isolate where the high risk trades are coming from quickly. Scalability VaRManager stores results into a SQL database. This allows for extensive reporting and analysis such that user-based Business Intelligence is possible. The data is open for access to other users where appropriate security access has been granted. VaRManager has the ability to schedule VaR calculations and batch process VaR runs. This means that not only will you get the VaR results, you will be able to regularly run your scenarios and stress tests without having to be in front of the computer.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office 715 Cranfield Ct. Katy, Texas 77450 Tel.: + 1 713 827-7273 Website http://www.macroenterprises.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Navita Curve Manager Navita P.O. Box 154, NO-1751 Halden, Norway

Markets/Geographies Served

1

Company/Product Information Navita has its origins in the creation of NordPool in 1988 and the Institutt for Energiteknikk (IFE) in Halden, Norway. Navita was started in 2003 as a result of a management buyout of assets from the OM Group. With its origins in supporting NordPool markets, Navita is strong in Scandinavian markets. Over the last few years, it has begun to expand into other European areas gaining clients and also has a number of clients in North America. The company has made several acquisitions over the last few years including most recently Edinburgh-based AESL, Ltd. It has also set up a number of partnerships with various firms to tackle new and existing markets such as North America and Russia. Pomax Curve Manager is a highly functional system for the collection, manipulation, analysis and presentation of curve data; be it market prices or internal time series data. It can be broadly split into two areas of functionality - Server and Client.

The Server is responsible for the scheduling and importing of market data and also the management of all derived curves. The client is responsible for the manipulation and presentation of time series data. Analysis - Curve manager has defined a large set of statistical and Financial analysis formulae. All of these analysis formulae can be applied and modified on each of the charts. Curve Manager will also remember the settings and store them in the database so that the next time the basket/chart is used all formulae are applied to any new data. In addition the Curve Manager client has a formula builder that can be used to build derived curves. In addition all derived curves can be scheduled to be recreated by the scheduler as and when new data is imported into the system.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Curve Manager also ships with a collection of excel tools for modeling data in Excel through a GUI as well as a range of Excel formulae. There is also an API available for integration with other systems. Main Office P.O. Box 154, NO-1751 Halden Norway (Visiting address: Storgt 7, Halden) +47 69 70 96 00 Other Locations Oslo: +47 69 70 96 00 Stockholm: +46 8 566 300 60 London: +44 207 469 2530 Edinburgh: +44 131 226 5566 Pasadena: +1 626 535 9888 Mississauga: (905) 361-9838 Representative Clients None provided. Website http://www.navita.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Navita Pomax EDM Navita P.O. Box 154, NO-1751 Halden, Norway

Markets/Geographies Served

Company/Product Information Navita has its origins in the creation of NordPool in 1988 and the Institutt for Energiteknikk (IFE) in Halden, Norway. Navita was started in 2003 as a result of a management buyout of assets from the The POMAX EDM solution supports physical

OM Group.

trade nominations towards Nord Pool and balance With its origins in supporting NordPool

management towards the various system operators.

markets, Navita is strong in Scandinavian markets.

This includes contract management, short-term

Over the last few years, it has begun to expand into

balance management, data management, time

other European areas gaining clients and also has a

series

number of clients in North America. The company

invoicing and message handling.

management,

settlement

management,

has made several acquisitions over the last few years including most recently Edinburgh-based AESL, Ltd.

Main Office

It has also set up a number of partnerships with

P.O. Box 154, NO-1751 Halden,

various firms to tackle new and existing markets

Norway (Visiting address: Storgt 7, Halden)

such as North America and Russia.

+47 69 70 96 00

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Other Locations Oslo: +47 69 70 96 00 Stockholm: +46 8 566 300 60 London: +44 207 469 2530 Edinburgh: +44 131 226 5566 Pasadena: +1 626 535 9888 Mississauga: (905) 361-9838

Representative Clients None provided.

Website http://www.navita.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Navita POMAX GLM Navita P.O. Box 154, NO-1751 Halden, Norway

Markets/Geographies Served

Company/Product Information Navita has its origins in the creation of NordPool in 1988 and the Institutt for Energiteknikk (IFE) in Halden, Norway. Navita was started in 2003 as a result of a management buyout of assets from the OM Group. With its origins in supporting NordPool markets, Navita is strong in Scandinavian markets. Over the last few years, it has begun to expand into other European areas gaining clients and also has a number of clients in North America. The company has made several acquisitions over the last few years including most recently Edinburgh-based AESL, Ltd. It has also set up a number of partnerships with various firms to tackle new and existing markets such as North America and Russia. POMAX GLM is the Gas Logistics module of the POMAX suite of ECTRM tools. Although GLM is tightly integrated within POMAX it can also operate as a standalone tool. GLM allows you to import data from any trading platform.

POMAX GLM provides two means of interfacing with counterparts and system operators: 1. Via an interface ENOM for Edig@s messages 2. Via the POMAX Communicator module for other message types No third party communication module or interface is required. GLM provides an easy to use messaging wizard to allow you to configure the content and format of all new and existing messages. Intra-day and Weekly positions can be analyzed in detail using the drill down balancing screens down to hourly granularity. The content and layout of the screens is controlled via the network infrastructure specification. All of the gas balancing activities can be managed from a single screen.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook To speed up the balancing process, it is possible to specify Flow Rules which will automatically move gas between network required messages to communicate and enable the gas flow taking into account any pipeline losses incurred. Internal messages can be configured to be automatically published to designated roles in response to a wide range of events including: receipt of incoming nominations and change of nomination status. This can ensure that business critical events are responded to in the shortest possible time. GLM can be configured to support gas operations in all European and North American networks, providing a truly global comprehensive solution.

Main Office P.O. Box 154, NO-1751 Halden, Norway (Visiting address: Storgt 7, Halden) +47 69 70 96 00 Other Locations Oslo: +47 69 70 96 00 Stockholm: +46 8 566 300 60 London: +44 207 469 2530 Edinburgh: +44 131 226 5566 Pasadena: +1 626 535 9888 Mississauga: (905) 361-9838 Representative Clients None provided. Website http://www.navita.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Navita NETA DSS Navita P.O. Box 154, NO-1751 Halden, Norway

Markets/Geographies Served

Company/Product Information Navita has its origins in the creation of NordPool in 1988 and the Institutt for Energiteknikk (IFE) in Halden, Norway. Navita was started in 2003 as a result of a management buyout of assets from the OM Group. With its origins in supporting NordPool markets, Navita is strong in Scandinavian markets. Over the last few years, it has begun to expand into other European areas gaining clients and also has a number of clients in North America. The company has made several acquisitions over the last few years including most recently Edinburgh-based AESL, Ltd. It has also set up a number of partnerships with various firms to tackle new and existing markets such as North America and Russia. NETA DSS is a reliable, fault-tolerant system which captures the high-grade line BMRA data every minute of the day, 24/7. A fundamental part of the analytical process is to derive information from this raw data and display it in a meaningful manner for decision support. NETA DSS does this via:

 

Real-time Screen: The NETA DSS real time screens provide the key BMRA data as and when it arrives. Real-time Alerts: Notify when specific events occur, such as power station trips. Analytic Screen: Query and chart BMRA data such as FPN and MELS since the start of NETA. Data Query Tool: Extract large quantities of data quickly to Excel.

Main Office P.O. Box 154, NO-1751 Halden, Norway (Visiting address: Storgt 7, Halden) +47 69 70 96 00

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Other Locations Oslo: +47 69 70 96 00 Stockholm: +46 8 566 300 60 London: +44 207 469 2530 Edinburgh: +44 131 226 5566 Pasadena: +1 626 535 9888 Mississauga: (905) 361-9838 Representative Clients None provided. Website http://www.navita.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Navita PENS Navita P.O. Box 154, NO-1751 Halden, Norway

Markets/Geographies Served

Company/Product Information Navita has its origins in the creation of NordPool in 1988 and the Institutt for Energiteknikk (IFE) in Halden, Norway. Navita was started in 2003 as a result of a management buyout of assets from the OM Group. With its origins in supporting NordPool markets, Navita is strong in Scandinavian markets. Over the last few years, it has begun to expand into other European areas gaining clients and also has a number of clients in North America. The company has made several acquisitions over the last few years including most recently Edinburgh-based AESL, Ltd. It has also set up a number of partnerships with various firms to tackle new and existing markets such as North America and Russia. The POMAX Pan European Notification System (PENS) is a Power Scheduling system designed to meet following requirements: • Support of the entire Power Scheduling lifecycle providing error and mis-notification analysis tools • Interface to any TRM Application

• • •

• •

Provide ‘From anywhere to everywhere’ scheduling capability Automatic cross-checking of Contract & InterGrid positions Facilitates closing-out of open positions Manage the communication & acknowledgement process using a consistent User Interface Maintain reference data using a single interface (Capacity Contracts, Scheduling Codes, IT configuration) Modular architecture based on Oracle database Hide IT technical details from business users e.g. communication protocols (email, ftp, web services), format of messages (XML, EDINE, etc.) Ability to extract raw messages (e.g. EDINE, ESS XML) and send directly to a Grid Operator; Full Audit report - all operations are logged to database with time-stamp, username, machine name.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Current Interfaces include:  Germany (Amprion, TransPower, EnBW, 50Hz Trans)  France (RTE)  Belgium (ELIA)  Austria (APCS, APG)  Luxembourg (Cegedel)  Netherlands (TenneT)  Switzerland (SwissGrid)  Czech (OTE) and Slovakia (ISZO)  Hungary (MAVIR). Main Office P.O. Box 154, NO-1751 Halden, Norway (Visiting address: Storgt 7, Halden) +47 69 70 96 00

Other Locations Oslo: +47 69 70 96 00 Stockholm: +46 8 566 300 60 London: +44 207 469 2530 Edinburgh: +44 131 226 5566 Pasadena: +1 626 535 9888 Mississauga: (905) 361-9838 Representative Clients None provided. Website http://www.navita.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

NRGSTREAM Trader NRGSTREAM Suite 700, 926 5th Avenue S.W. Calgary, Alberta, T2P 0N7

Markets/Geographies Served

Company/Product Information TYMEWARE / NRGSTREAM was founded in 1998 in Calgary Canada with the goal to develop solutions to deliver the vast array of data that Power traders needed into a useable interface. In doing so, the company developed systems to turn hundreds of documents published on the internet into clean, normalized data streams, all in real-time. Today, the company believes they have the largest and most detailed database of energy fundamentals in North America and counts among their clients many of the largest banks, utilities and energy companies in the world. NRGSTREAM's concept is to break down varied sources of public and private DATA into distinct "STREAMS" of INFORMATION. NRGSTREAM provides one of the industry's most comprehensive sources of real-time and historical energy market information.

NRGSTREAM has been consolidating real-time energy market information for over 11 years with an emphasis on de-regulated power markets. The company's vast portfolio encompasses information from system operators, exchanges, government, and specialty sources. The company's solutions provide easy to use tools that allow its customers to instantly access any information on-demand. Features of the product include Custom Charts and Panels, Instant Alerts, Wireless Access and Data Extracts. And their new Excel Add-In and Programming API support automated data Integration.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook With NRGSTREAM it’s easy to:  Visualize – real-time data visualization tools like charts and panels help you turn data into information.  Analyze – automated data extraction tools provide easy access to over 3 billion rows of information available on-demand.  Realize – better information leads to more profitable decisions. Main Office Suite 700, 926 5th Avenue S.W. Calgary, Alberta, T2P 0N7 Tel: +1 403-276-1398 Representative Clients None Specified Website http://www.nrgstream.com

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

@Risk and the DecisionTools Suite Palisade Corporation 798 Cascadilla Street Ithaca, NY 14850 USA

Markets/Geographies Served

Company/Product Information Palisade’s risk and decision analysis solutions, @RISK and the DecisionTools Suite, integrate seamlessly with Microsoft Excel to bring techniques such as Monte Carlo simulation, optimization and decision trees to user’s desktops in a familiar and intuitive environment. Palisade solutions are currently used by 93% of the Fortune 100 in industries ranging from oil and gas, insurance, and finance through to construction, healthcare and defense. The software all adds into Excel and allows companies and individuals to perform quantitative risk and decision analysis – all without leaving their existing models. Virtually all Palisade software adds in to Microsoft Excel, ensuring flexibility, ease-of-use, and broad appeal across a wide range of industry sectors. Its flagship product, @RISK, debuted in 1987 and performs risk analysis using Monte Carlo simulation. With an estimated 150,000 users, Palisade software can be found in more than 100 countries and has been translated into five languages.

Headquartered in Ithaca, New York, Palisade also maintains offices in London, England, and Sydney, Australia. Founded in 1984, Palisade’s first product was PRISM, which gave PC users the ability to quantify risk by running Monte Carlo simulations. In 1987 it was succeeded by @RISK for Lotus 1-2-3, the world’s first Monte Carlo simulation add-in for spreadsheets. Today, @RISK is an add-in to Microsoft Excel and Microsoft Project. It has become the world’s leading risk analysis tool and remains the company's bestknown product. Building on the success of @RISK, Palisade has developed other programs to meet the growing professional demand for technically refined decision support software. These programs form Palisade’s DecisionTools Suite, a complete toolkit for

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook quantitative decision making. The DecisionTools Suite includes @RISK, and every program adds-in to Microsoft Excel. Main Office 798 Cascadilla Street Ithaca, NY 14850 USA 800 432 7475 US/Canada 1 607 277 8000 Tel Palisade Latin America 800 432 7475 x318 E.E.U.U. +1 607 277 8000 x318 tel Palisade Europe 31 The Green West Drayton Middlesex UB7 7PN United Kingdom 0800 783 5398 UK 0800 90 80 32 France 0800 181 7449 Germany 900 93 89 16 Spain

Palisade Asia Pacific Suite 404, L4, 20 Loftus Street Sydney NSW 2000 AUSTRALIA 1 800 177 101 Australia

Representative Clients Abu Dhabi Water & Electricity Company Ă guas do Douro e Paiva BC Hydro Blade Energy Cinergy Cranfield University Enex Fluor Corporation Grupo ISA IHS Energy Group Northern Indiana Public Service Company Petrobras RiskAdvisory Tioga Energy Website http://www.palisade.com

+61 2 9252 5922 tel +61 2 9252 2820 fax Palisade Brazil Avenida Presidente Vargas 435, Centro, Rio de Janeiro CEP 20071-003 +55 (21) 2586-6334 tel

+44 1895 425050 tel +44 1895 425051 fax

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

WebQL QL2 Software 1932 1st Ave., Suite 711 Seattle, WA 98101 USA

Markets/Geographies Served

Company/Product Information QL2 is an industry leader in providing services and technology for near real-time pricing and product data from unstructured sources such as the Web. With over 200 customers across more than 35 countries, "QL2data" drives better business decisions and increased revenue. QL2's customers include 7 of the top 10 global airlines, 5 of the top global online travel agencies, and Global 100 energy, car rental, retail, pharmaceutical and life science companies. Competitive pressures in the Energy markets require organizations to constantly seek firstmover's advantage while reducing costs and increasing efficiencies of back office operations. Large scale organizations and a magnitude of mutually exclusive data sources can make these pressures difficult to manage. QL2's technology and services bridge these difficulties. Major integrated oil and gas companies have discovered QL2's services could allow them to integrate many times more

market data while at the same time removing millions in re-occurring expenses. WebQL is a flexible, intelligent technology solution that creates a coherent integration framework for all of your internal and external data sources regardless of type and format. With WebQL you can automate your data integration customized to fit your current business processes. Highly configurable, WebQL works with CTRM and ETRM systems over any commodity, market, or geographical region. Replace the cumbersome mixed bag of various technologies, Excel macros, and manual processes with the only technology ever designed specifically to automate data integration from public and private Websites and internal data repositories.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office 1932 1st Ave., Suite 711 Seattle, WA 98101 Tel: +1 206.443.6836 Other Offices Atlanta – Tel: +1 206.859.4209 Marlow (UK) – Tel: +44 (0) 1628473857 India – Tel: +91 124.4253945 Representative Clients None specified. Website http://www.ql2.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

QT Plus QT Information Systems 141 W. Jackson Blvd., Suite 1255A Chicago, IL 60604

Markets/Geographies Served

Company/Product Information QT Information Systems is a leading provider of commodity market data, tools and services. It delivers software and communication systems that provides data and services for futures and options professionals. The company is located in the 12th floor atrium of the Chicago Board of Trade. QT Information systems offers the QT Market Platforms - three information systems to accommodate personal trading and risk management needs. All QT Market Platforms feature:  Real-time streaming and delayed quotes  LaSalle Street News and trade reports  World Weather & QT Weather services  Daily, weekly, monthly & quarterly historical charts  Six basic chart tools & studies  Basic option quote monitor & option price charts  Auto-roll symbols  Symbol search & contract look up  Customizable quote screen

QTPlus QT Plus allows the user to customize and save his preferred settings. Specific features include intraday charts, additional chart studies and indicators, and point and figure charts. The QT Plus platform provides delayed equity price quotes, synthetic spread quotes, advanced option monitor with Greeks and an option calculator, bid/ask size data, price and time alarms, spread quote symbols, and a 15 day limit of historical time and sales data. With quote board and depth of market screens, chart-link workspaces, external windows, and tabular data, QT Plus allows for quick and easy access to all your information.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook QT Ag QT Ag is perfect for the fundamental analyst who requires quick access to price quote information and market news. The QT Ag system offers basic charting capabilities, including 28 chart indicators and six drawing tools. QT Platinum QT Platinum offers all-month option monitors, user-defined option volatility inputs, price ladders, and an all-contracts info screen. QT Platinum provides nine additional chart drawing tools for a total of 17, giving complete charting capabilities for advanced analysis. Platinum users have access to all 37 chart indicators and chart studies, as well as externalized workspaces, indicator builders, and dynamic links to Excel. Main Office 141 W. Jackson Blvd., Suite 1255A Chicago, IL 60604 Tel - 1.800.240.8761 Representative Clients None provided but over 600 claimed. Website http://www.qtinfo.com

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

QuantFactory Quanthouse 1350 Ave of the Americas, 2nd FL New York, NY 10019 Tel: +1(646) 837 8773

Markets/Geographies Served

Company/Product Information Founded in 2003 QuantHouse is a leader in endto-end systematic trading solutions. QuantHouse was created by a group of managers, IT experts and Quant Traders coming from the hedge fund community who shared the same idea: technology and finance are merging and the “silicon trader" will overtake the “human being” trader. The vision of the company is to help financial firms to take the lead by providing ready-to-use systematic trading solutions to relieve of long and costly home-made R&D. QuantHouse is an independent global provider of end-to-end systematic trading solutions. This includes ultra low latency market data technologies, algo-trading development framework, proximity hosting and order routing services; to help hedge funds, market makers, proprietary desks and latency sensitive sell side firms to take the lead. QuantFACTORY, QuantHouse’s automated trading platform, is an Integrated Development Environment (IDE) designed to help significantly optimize each step of the automated trading

development cycle. The framework’s openness and industry standard language utilization enables energy traders, researchers and developers focus on business development and quickly develop and deploy algorithmic strategies. QuantFACTORY is a suite of products, designed to efficiently handle the different phases of the trading strategy discovery process, from data capture to strategy development, back testing and trading. Its foundation layer, QuantFRAMEWORK, provides a powerful Application Programming Interface (API) to build computerized quantitative trading systems. With its plug-in architecture, QuantFACTORY can communicate with any market data providers and any brokers. New plug-ins can easily be written to connect to new providers. QuantHouse also supplies market data from different commodities Exchanges such as CBOT, CME, NYMEX, LIFFE, and ICE. Its platform can

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook be connected to Trading Gateways such as the Trayport platform. Main Office 1350 Ave of the Americas, 2nd FL New York, NY 10019 Tel: +1(646) 837 8773 Chicago Tel: +1 (312) 258 2518 London Tel: +44 (0) 207 947 4330 Paris Tel: +33 (0) 1 73 02 32 11 Representative Clients None provided. Website http://www.quanthouse.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

ActivePivot Quartet Financial Systems Ltd. 43 Eagle Street London WC1R 4AT, UK

Markets/Geographies Served

Company/Product Information Quartet Financial Systems (QuartetFS) was founded in response to demand from industries with complex business models and a need to make timely decisions. The Company is privately held by its founders and has offices in New-York, London and Paris. QuartetFS founders each have at least fifteen years of experience in developing, distributing and implementing capital markets systems. As such each partner brings specific expertise and in-depth knowledge of capital markets, leading-edge technology skills, and extensive implementation experience. Having listened to the industry and seen first hand what is needed to run complex markets, QuartetFS has used the teams’ knowledge and experience to marry Business Intelligence with Complex Event Processing (CEP) technology tools. This means that our clients have a clear picture of their position in real-time, by tracking ongoing activity and events and are able to draw on the right information, to make informed decisions faster and with greater confidence.

QuartetFS ActivePivot allows users to view their risk and profit and loss data in the way they want, while enjoying Real-Time / Push technology that provides constant updates of new / amended trades and market data updates. Our effective SOA component fits easily within an organizations existing architecture and integrates multiple data sources quickly and easily (for example from systems like OpenLink's Endur, TriplePoint, Allegro and others). ActivePivot connects with data at its source and not via a warehouse, allowing instant analysis and the ability to view positions, risk, P&L immediately across any number of dimensions, utilizing the latest real-time push technology. This means that timely decision-making can be achieved as information is always up to date. As an

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook OLAP server, its hypercubes, with hierarchical dimensions, allow you flexible top down analysis that can be sliced through with simple navigation. Its in-memory indexing provides drill-through capabilities to reconcile aggregated values for any cell. ActivePivot is developed with the OLAP standard Multidimensional Expressions (MDX) connectivity (language) letting business users see continuous real-time updates throughout the day presented through the interface of their choice.

Representative Clients WestLB AG CMC Markets Natixis Website http://www.quartetfs.com

Main Office Quartet Financial Systems Ltd. 43 Eagle Street London WC1R 4AT, UK Tel: +44 (0)20 7632 6910 Other Locations Paris: - Tel: +33 1 40 13 91 00 New York : - Tel: +1 646 688 4442 Jersey City: Tel: +1 646 688 4442 Singapore: Tel: +65 62 24 46 63

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

PetroMan Sisu Group, Inc. 8252 South Harvard Avenue Suite 157, Tulsa, OK, 74137

Markets/Geographies Served

Company/Product Information Sisu Group, Inc. is a Tulsa Oklahoma based information technology and consulting company. It specializes in Energy Supply and Trading solutions.

Sisu Group, Inc. provides enterprise level CTRM

since

1998.

Clients

include

major

trading

solutions primarily for the petroleum industry. Sisu’s

organizations like QuikTrip Corporation, Plains All

flagship product PetroMan covers all aspects of Bulk

American Pipeline and Noble Americas. Also, Sisu

Trading including deal capture, confirmations, credit,

provides best in class application security and audit

risk

trail software.

position,

scheduling

and

accounting

management as a fully integrated solution. The PetroMan solution is surprisingly affordable A comprehensive and fully automated Rack Marketing module is also available. The motor fuel

and Sisu has a proven track record of providing the quickest installation in the industry.

rack marketing module handles everything from price posting, contracts, BOL automation, invoicing, tax calculations, inventory, credit, EFT, ACH and includes extensive document distribution facility plus similar functions as a fully automated and integrated solution. The company has been providing solutions Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office 8252 South Harvard Avenue Suite 157, Tulsa , OK, 74137 Tel: +44 (0)20 7632 6910

Representative Clients Coffeyville Resources LLC QuikTrip Corporation Plains All American Pipeline Noble Americas

Website http://www.sisugrp.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

SmartCo DataHub SmartCo 37 rue de Liège 75008 Paris, France

Markets/Geographies Served

Company/Product Information SmartCo is a leading provider of innovative Enterprise Data Management software solutions for the financial industry. We are dedicated to helping major banks, asset managers, securities services providers and other financial institutions, of all sizes, to improve the internal processes by providing stateof-the-art software solutions for optimized data management. SmartCo DataHub is a best-of-breed enterprise data management solution covering all the data area, including financial vehicles, market data, corporate actions, indexes and benchmarks, third parties, funds and mandates, financial analysis, risk data, etc., as well as operational data for positions and transactions. Its innovative and scalable technology accelerates the design, deployment and continuous enrichment of durable, upgradeable solutions, and empowers users to collect, model, consolidate and enrich data, to analyze and distribute the whole data universe, to optimize data quality, data administration workflows, risk and data governance,

and to improve the efficiency of the whole information system. SmartCo DataHub provides a wide and powerful set of connectivity and features, and is extremely customizable, up to enable users to implement their custom models and tools, and even applications. With its cutting-edge solution and technology, SmartCo has been selected and recognized by large financial institutions as a strategic solution to manage and reduce their risks, optimize their processes, meet regulatory expectations, accelerate the delivery of new products, and better operate and serve their clients.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office SmartCo 37 rue de Liège 75008 Paris, France Tel: +33 (0)1 58 22 29 63 Other Locations Boston – Tel: +1 617 342 7406 Germany – Tel: +49 2227 8589-190 Website http://www.smartco.com

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Sophis RISQUE Sophis Technology 61-62 Fitzwilliam Lane Dublin 2 Ireland

Markets/Geographies Served

Company/Product Information Sophis is a privately-held company founded in 1985 that has a global presence and serves more than 6000 clients. It is a leading provider of cross-asset portfolio and risk management solutions for the financial services industry. Its clients include over 130 financial institutions worldwide. Sophis RISQUE is a cross-asset trading and risk management system for sell-side institutions. For institutions involved in commodity trading, Sophis RISQUE helps traders to manage all aspects of risk including monitoring of Greeks and P&L explanation, as well as providing the ability to monitor a large number of variables: credit risk, price risk, interest rate risk, currency risk etc. Commodity and derivatives products for oil, coal, gas, emissions, metals, power, soft, freight and fertilizers are all managed integrally within the Sophis front to back portfolio and risk management solution. Designed to meet the needs of investment banks, and sell-side institutions trading in commodities products it covers a wide range of

commodity types and products, from listed futures to exotic cross commodities derivatives. Sophis RISQUE is very rich in terms of risk indicators and scenarios as well as P&L reporting. Users can view reports in real time and manipulate P&L and sensitivities figures. The system is very flexible in terms of data management (definition of forward curves, correlation and volatility surfaces, measure unit management). It is also scalable, ensuring management of high volume trading and complex instrument pricing, while customization tools allow organizations to react quickly to new requirements.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office 61-62 Fitzwilliam Lane Dublin 2 Ireland Tel: +353 1 775 39 00 Other Locations New York - Tel: +1 212 625 89 00 Frankfurt – Tel: +49 69 2740 15 220 Milan - Tel. +39 0286337 799 London - Tel: +44 (0)20 7220 5500 Paris - Tel: +33 1 4451 5000 Munich - Tel. +49 89 54558 334 Zurich - Tel.: +41 (43) 488 3601 Dubai - Tel: +971 440 54800 Beijing - Tel: 86 10 8419 3429 Seoul - Tel: +82 2 3782 4687 Tokyo - Tel: +813 5512 71 91 Hong Kong - Tel: +85 2 2805 0811 Singapore - Tel: +65-6622 5541 Sao Paulo - Tel: +55 (11) 2847 4564

Representative Clients Axa Barclays Calyon Fortis HSBC ING Rabobank RBC Capital Markets SuttonBrook Capital Management Website http://www.sophis.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Sophis Value Sophis Technology 61-62 Fitzwilliam Lane Dublin 2 Ireland

Markets/Geographies Served

Company/Product Information Sophis is a privately-held company founded in 1985 that has a global presence and serves more than 6000 clients. It is a leading provider of cross-asset portfolio and risk management solutions for the financial services industry. Its clients include over 130 financial institutions worldwide. Sophis VALUE is a cross-asset portfolio and risk management system for buy-side institutions. For institutions involved in commodity trading, Sophis VALUE helps portfolio managers to manage all aspects of risk including monitoring of Greeks and P&L explanation, as well as providing the ability to monitor a large number of variables: credit risk, price risk, interest rate risk, currency risk etc. Commodity and derivatives products for oil, coal, gas, emissions, metals, power, soft, freight and fertilizers are all managed integrally within the Sophis front to back portfolio and risk management

solution. Designed to meet the needs of asset managers, hedge funds, corporates and utilities investing in commodities products it covers a wide range of commodity types and products, from listed futures to exotic cross commodities derivatives. Sophis VALUE is very rich in terms of risk indicators and scenarios as well as P&L reporting. Users can view reports in real time and manipulate P&L and sensitivities figures. The system is very flexible in terms of data management (definition of forward curves, correlation and volatility surfaces, measure unit management). It is also scalable, ensuring management of high volume trading and complex instrument pricing, while customization tools allow organizations to react quickly to new requirements.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Main Office 61-62 Fitzwilliam Lane Dublin 2 Ireland Tel: +353 1 775 39 00 Other Locations New York - Tel: +1 212 625 89 00 Frankfurt – Tel: +49 69 2740 15 220 Milan - Tel. +39 0286337 799 London - Tel: +44 (0)20 7220 5500 Paris - Tel: +33 1 4451 5000 Munich - Tel. +49 89 54558 334 Zurich - Tel.: +41 (43) 488 3601 Dubai - Tel: +971 440 54800 Beijing - Tel: 86 10 8419 3429 Seoul - Tel: +82 2 3782 4687 Tokyo - Tel: +813 5512 71 91 Hong Kong - Tel: +85 2 2805 0811 Singapore - Tel: +65-6622 5541 Sao Paulo - Tel: +55 (11) 2847 4564

Representative Clients Axa Barclays Calyon Fortis HSBC ING Rabobank RBC Capital Markets SuttonBrook Capital Management Website http://www.sophis.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

EDIS Syseca Ltd. Gubelstrasse 11 6300 Zug (Switzerland)

Markets/Geographies Served

Company/Product Information Syseca Ltd. is an independent Information Technology company that specializes in providing integrated solutions to complex business problems, particularly within the Energy Market area. It offers a complete range of consultancy and software project and development services. It has extensive experience in ‘Real Time’ systems development having designed and implemented world-class network control (SCADA) solutions for the electricity industry. EDIS is a Scheduling & Notification product for the pan-European energy market mostly implemented as an ancillary service to an ETRM system. EDIS is the out-of-the-box solution to execute the whole notification workflow within the physical Trading & Settlement process and to interchange the data with the ENTSO-E market operators. Quantity data from the ETRM system will be transformed into the appropriate notification format required by the market operators. All the relevant

communication formats and market rules are completely managed in the application and presented consistently to the user. A schedule monitor allows for a quick check of the overall situation and the sophisticated drill down functions show all the relevant detail information including schedule quantity data, workflow & communication status and audit log. Extensive reporting and reconciliation functions (especially for the UK market) support the user to quickly check the correctness of the sent and received data. EDIS is specially designed to cope with the closeto-real-time requirements of the intraday spot trading. Additional emphasis is placed on the fast implementation of new or modified communication

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook formats and market rules to guarantee time-tomarket for the customers. EDIS is based on state-of-the-art Java EE technology, Open Source components and the ORACLE database system. Syseca Ltd. is based in Switzerland and provides since 1994 innovative ITC solutions and professional services to the energy and utilities sector. Head Office Gubelstrasse 11 6300 Zug (Switzerland) Phone: +41 41 728 72 42 Representative Clients EGL Website www.syseca.com

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Energycredit Energycredit, A Temenos Company Seven Dials Village 45, Monmouth Street London WC2H 9DG United Kingdom

Markets/Geographies Served

Company/Product Information Founded in 1993 and listed on the Swiss Stock Exchange (SIX: TEMN), Temenos Group AG is the market leading provider of banking software systems to retail, corporate, universal, private, Islamic and microfinance & community banks. Headquartered in Geneva with 68 offices worldwide, Temenos serves over 1,000 financial institutions in more than 125 countries across the world. Energycredit, a Temenos company, is solely focused on providing enterprise wide, credit risk management software to the Global Energy, Commodity and Capital markets. energycredit enables trading organizations to boost business growth whilst driving down operational and administrative costs through the effective management of credit, liquidity and counterparty risk.

margin management as well as potential future exposure. Energycredit has been awarded the best credit risk management solution by Energy Risk magazine readers for four of the last five years. Both large and small trading organizations rely on energycredit including Shell, Statoil, E.ON, RWE, Vattenfall, Nuon, Gunvor International, Rabobank, Powerex, RRI Energy, Calpine, FPL, Mirant, Luminant Energy Futures, Chevron, TXU and American Electric Power. It is uniquely the only truly packaged and upgradeable product that can be implemented within eight weeks to support all the key credit processes.

Energycredit manages counterparty credit assessments, contracts management, credit limits management, exposure reporting, collateral and Main Office Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Seven Dials Village 45, Monmouth Street London WC2H 9DG United Kingdom Tel: +44 (0)20 7836 3010 Other Locations India - Tel: +91-80-41376000 Houston - Tel: +1 713 520 5770 Representative Clients Statoil, E.ON, RWE, Vattenfall, Website http://www.energycredit-software.com

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

TransRisk TransGraph Consulting #6-3-655/2/1 A P Civil Supplies Bhavan Lane Sumajiguda, Hyperbad, 500082 India

Markets/Geographies Served

Company/Product Information TransGraph Consulting is a pioneer in 'Market Analysis & Price Outlook' and 'Price Risk Management' services, tracking commodity and currency markets worldwide and providing knowledge based decision enabling services to clients spread across the globe. Within manufacturing, processing and trading industries, Transgraph Consulting serves various industry segments viz., agri, automobile,banking & finance, chemicals, engineering, metals, petroleum products, refineries , mining etc TransGraph’s strength and expertise lie in the areas of Price Analysis and Forecasting, Statistical Analysis & Econometric Modeling, Risk Analysis, Quantification and Mitigation, Value Chain Assessment, Trading Advisory, Procurement and Supply Chain Metrics, and Risk Management Software solutions. TransRisk is a web based market risk management solution which provides manufacturing, processing and trading companies

with a robust, customizable and stable commodity and currency risk management solution. Based on @Risk Framework, a widely accepted global standard for measuring and decomposing risk, TransRisk is a decision enabling Business Intelligence tool to help measure and manage risk. TransRisk calculates net exposure based on business processes and enables users to have single accurate, view of exposures, M-t-M P&L and risks across the organization, thereby bettering the business strategies. Features: Exposure Analysis, Risk Measurement/ Analysis/Simulation, What-if Analysis, Stress Testing, Reports and Graphical Analysis, Strategy Cockpit, Alerts and Limits, Commodity Market specific Algorithms/Models, Business Intelligence, Back Testing, Greeks Analysis, Price Curve generation, Dashboard, Audit Trail, Pre-Trade Analytics, Hedge

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook Analysis, Spreads Analysis, Multi Dimensional Risk Analytics, Decomposition and drill down analytics, Risk adjusted performance analysis, Exotic derivatives, Data Management, STP with contract management, ERP and data feeds; data management, configurability, Performance tested secure and state of art technology. Main Office #6-3-655/2/1 A P Civil Supplies Bhavan Lane Sumajiguda, Hyperbad, 500082 India Tel: +91 40 30685000 Other Locations None Representative Clients None provided Website http://www.transgraph.com

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

Periotheus Energy Management VisoTech Softwareentwicklungsges.m.b.H. Lemböckgasse 49b 1230 Wien Austria

Markets/Geographies Served

Company/Product Information VisoTech was founded in 1999 in Vienna and initially developed specialized solutions for various domains, including industrial quality assurance and finance. The deregulation of the natural gas market in Austria in 2002 spurred the development of “GASman”. VisoTech's first customer was RohölAufsuchungs AG, an Austrian gas storage operator. Soon other customers followed, and in 2008 VisoTech became the market leader in natural gas nomination systems in Austria. VisoTech specializes in delivering software solutions for producers, traders, operators and providers in the energy market. As Austria's market leader in natural gas nomination systems VisoTech provides application services and software development in Austria, Germany and Romania. Periotheus is a modular energy logistics and trading system, ready for a wide range of applications and easily adaptable to various business

sizes. Periotheus covers processes from short term and long term planning to operations, analysis and reporting. The system stands out by its user friendly interface and its flexibility.  Energy accounting architecture for portfolios and balancing  Contract and entity management including automated limit checking of contract capacities, user definable views and built-in data history for change tracking  Price calculations including determination of costs, revenues and hedging settlement payments  Simulations allow for changing data in simulation mode and administration of multiple scenarios  Easy to use report configuration

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook 

   

Configurable processes enable automatization of processes with an easy drag & drop user interface Data exchange with various data providers (EEX, Platts etc.) Actuals and clearing data management Fully automated nomination system Energy demand forecasts

Main Office Lemböckgasse 49b 1230 Wien Austria Tel: +43 (0)1 / 609 22 90 - 0 Representative Clients None provided Website http://www.visotech.at

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

References & Other Useful Resources References CommodityPoint - ETRM Vendor Perception Study Report, May 2009

Useful Resources Vasey, Gary M and Patrick Reames: Trends in Energy Trading, Transaction and Risk Management Software 20102011 – A Primer, Booksurge Publishing, 2010 Reames, Patrick and Vasey, Gary M: Selecting and Implementing Energy Trading, Transaction and Risk Management Software – A Primer, Booksurge Publishing, 2008 The TRM Directory – http://www.trmdirectory.com The ETRM Community and Blog – http://www.etrmcommunity.com The CTRM Blog – http://www.ctrmblog.com CommodityAlert Archives – CommodityAlert is our weekly free newsletter. You can find the archive for back issues at http://utilipoint.com/IssueAlert/IssueAlert_archive.asp and subscribe at http://utilipoint.com/issuealert/subscribe.asp?ListID=30

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

About CommodityPoint CommodityPoint provides Commodity Trading & Risk Management (CTRM) research, analysis and consulting services. Our services bring insight into business issues, trends, processes and technology, to utilities, energy companies, banks, brokers, funds, investors and vendors that enhance their competitive position and support critical business decisions. CommodityPoint has been formed to bring focus and clarity to the broad array of issues surrounding the wholesale trading of commodities. Our team provides expert analysis of market trends and, in particular, the technologies and applications supporting those that participate in regional or global commodity markets. Our principal analysts, Dr. Gary Vasey and Patrick Reames, bring years of practical experience to their roles. With offices in Europe and the US, and backed by an experienced research team, our organization provides an unparalleled view of the marketplace. CommodityPoint is a division of leading energy and utilities analyst and consulting firm, UtiliPoint International, Inc. CONTACTS

CommodityPoint - A Division of UtiliPoint International, Inc. www.commodity-point.com

The Americas – Patrick Reames, Managing Director 19901 Southwest Freeway, Suite 121 Sugar Land, Texas 77479 USA Phone: 281-207-5440 Europe & Asia/Pacific – Dr. Gary M. Vasey, Managing Director International Business Center Prikop 4 602 00 Brno Czech Republic Tel: +42 0 533 433 658 info@commodity-point.com

Copyright 2010 UtiliPoint International, Inc.

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CommodityPoint, a division of UtiliPoint International Inc.

CTRM Vendor and Product Sourcebook

About UtiliPoint速 International, Inc. For more than 75 years, UtiliPoint International速, has been a trusted source of insight into the energy and utilities industry. With more than 500 clients worldwide, we are the leading provider of research and advisory services for the energy sector. Our company is comprised of industry experts from around the world with diverse backgrounds in utility generation, transmission and distribution, retail markets, mergers and acquisitions, new technologies, venture capital, information technology, outsourcing, renewable energy, regulatory affairs and international issues. UtiliPoint International, Inc. is a wholly owned subsidiary of Midas Medici Group Holdings, Inc. (OTCBB:MMED). UtiliPoint is headquartered in Albuquerque, New Mexico, USA and can be found on the Web at http://www.utilipoint.com/.

Copyright 2010 UtiliPoint International, Inc.

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The Ancillary SourceBook - Version 1