ETF Managed Portfolio Universe - S&P Dow Jones Indices

ETF Managed Portfolio Universe

? Andrew Gogerty ETF managed portfolio strategist

S&P Dow Jones Indices Forum December 6, 2012

Landscape Profile

? Growing Universe

? Firms Reporting ? Individual Strategies ? Total Strategy Assets

YTD Asset Growth 1-Year Asset Growth

120 490 $55 billion

41% 61%

? Portfolio Attribute Classification System

? Allows for custom research and screening of strategy attributes ? Evolution past pure holdings-based analysis

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Landscape Trends

? U.S. Equity Resurgence ? Big Get Bigger ? Cracking the Wirehouse ? M&A Discussions

Equity Strategies (USD Mil)

14,000.0 12,000.0 10,000.0

8,000.0 6,000.0 4,000.0 2,000.0

0.0 Global

International United States

Q3 2011 Q4 2011 Q1 2012 Q2 2012

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Dedicated Center for Advisors

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? Dedicated Center for ETF MPs ? Solution Center for Education ? Commentary and Analysis ? Screener Tool for Initial Research ? Selected Video Content ? Manager Perspectives

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