Lincoln Financial Group Selects PAM for Investments to Enhance Portfolio Accounting for International Holdings, Sophisticated

  Lincoln Financial Group Selects PAM for Investments to Enhance Portfolio
  Accounting for International Holdings, Sophisticated Investment Instruments

Business Wire

PRINCETON, N.J. -- July 24, 2013

Princeton Financial^® Systems, a part of State Street Global Exchange, today
announced that Lincoln Financial Group has signed on to its PAM ^ ® for
Investments solution for their investment accounting needs. Lincoln Financial
is already a PAM for Mortgages client, and the company chose to expand its
partnership by upgrading its portfolio accounting to handle complex
instruments such as fixed income.

“As a PAM for Mortgages client, we have already experienced first-hand
Princeton’s client service and innovative technology,” said Brad Jeffrey,
assistant vice president, Treasury and Investment Operations at Lincoln
Financial Group. “Their flexible and dynamic platform, global functionality,
and personalized support contributed to the success of our first
implementation. It also played a key role in our decision to expand the
partnership, and we look forward to the additional support provided by the PAM
for Investments platform.”

PAM for Investments offers horizontal and vertical scalability, simplified
installation, and flexible deployment. With multiple custom dashboards, users
can effectively analyze and manage exceptions throughout the trading and
investment lifecycle. Key features and benefits include:

  *Multi-basis, multi-jurisdictional reporting accounting: local GAAP, TAX,
    Stat, Management, IFRS
  *Multi-currency based with bifurcation of FX and Market G/L
  *Accounting across all asset classes: equities, fixed income, derivatives,
    structured products, options, futures, swaps, real estate investments,
    private placements
  *Full Net Asset Value (NAV) calculations for single or multi-class funds
  *Integrated GIPS-compliant performance measurement, attribution and

“We are honored to have earned Lincoln’s confidence and to be selected again
as their technology partner,” said, Chris Farber, Chief Marketing Officer at
Princeton Financial Systems. “Leveraging decades of experience developing
accounting technology solutions, we are adept at managing implementations for
large, complex organizations managing sophisticated portfolios and look
forward to building on the success of our PAM for Mortgages implementation to
deepen our relationship with Lincoln and help them better serve their

About Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation
(NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region,
the companies of Lincoln Financial Group had assets under management of $186
billion as of March 31, 2013. Through its affiliated companies, Lincoln
Financial Group offers: annuities; life, group life, disability and dental
insurance; employer-sponsored retirement plans; savings plans; and
comprehensive financial planning and advisory services.

For more information, including a copy of our most recent SEC reports
containing our balance sheets, please visit

About Princeton Financial Systems

Princeton Financial Systems, a part of State Street Corporation’s (NYSE: STT)
Global Exchange, is a leading provider of comprehensive, front to back office
solutions to several of the top asset managers, insurance companies,
custodians, pension funds, and banks spanning the world. Princeton’s software
solutions provide clients with the technology and services they need to reduce
risk, improve efficiency, and provide transparency throughout the investment
lifecycle. Whether it’s Princeton’s core investment accounting solution,
compliance monitoring, data management, or performance measurement,
attribution, and risk analysis, more than 430 firms rely on Princeton to meet
their investor demands and work in an increasingly complex regulatory
environment. For more information, please visit


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