| When the definitive history of exchange-traded funds (ETFs) is written, Invesco PowerShares Capital Management LLC should be identified as a company that sparked creative ideas in the ETF industry. We believe these ideas directly contributed to the development of ETFs that do more than simply track a cap-weighted benchmark, but instead offer dynamic investment strategies. |
| Invesco PowerShares is Leading the Intelligent ETF Revolution® through its family of more than 120 domestic and international index-based ETFs and actively managed ETFs, with franchise assets of over $60 billion as of March 31, 2011. PowerShares ETFs trade on all major U.S. stock exchanges, as well as many other prominent exchanges throughout Canada and Europe. |
| Invesco PowerShares is a part of Invesco Ltd., a leading independent global investment management company dedicated to helping people worldwide build their financial security. Invesco Ltd. provides a comprehensive array of investment solutions for retail, institutional and high-net-worth clients around the world. Operating in 20 countries, Invesco Ltd. is currently listed on the New York Stock Exchange under the symbol IVZ. |
| Founded in 2003 |
| Invesco PowerShares Capital Management LLC is anchored on a vision of delivering investment performance through the benefit-rich ETF structure. With this vision, Invesco PowerShares focuses on offering value-added and innovative ETFs; starting with the inception of the first two Dynamic ETFs in May 2003. Integration with Invesco Ltd. since 2006 continues to give Invesco PowerShares a global presence where PowerShares ETFs are now owned in over 130 countries and are listed on multiple exchanges throughout the world.1 |
| From Traditional to Dynamic |
| Prior to Invesco PowerShares' inception, ETFs had been based largely on passive benchmark indexes that were designed to measure the market, but were never truly intended to serve as the basis for investment. PowerShares Dynamic ETFs replicate a rules-based IntellidexSM, which quantitatively chooses stocks for their capital appreciation potential, evaluating and selecting stocks based on multiple valuation criteria, rather than simply by market cap alone. |
| About ETFs |
| ETFs are one of the more benefit-rich investment vehicles available in the marketplace today. Some of these benefits include tax efficiency, lower ownership costs, liquidity and convenience. |
| ETFs are one of the fastest growing investment products in the worldwide financial marketplace today. PowerShares QQQ, the ETF based on the Nasdaq 100 Index is one of the most traded equity securities in the world.2 |
| PowerShares ETFs |
| Invesco PowerShares currently offers over 120 ETFs from 10 broad categories. |
| Access - Targeted exposure to global regions and niche markets. |
| Active - Active management within the benefit-rich ETF structure. |
| Asset Allocation - Global, risk-controlled asset allocation strategies through investment in other ETFs. |
| Earnings - Income and growth potential through dividend-paying stocks. |
| Fundamental Index® - Weights derived from multiple fundamentals, rather than market capitalization alone. |
| Green - Designed to benefit from a societal transition toward a greener, cleaner world. |
| Income - Fixed-income opportunities for multiple economic conditions. |
| Resources - Convenient access to commodities and currencies. |
| Selection - Quantitative strategies that seek alpha through the IntellidexSM. |
| Strategies - Designed to track innovative indexes that were created as models for investment, rather than benchmarks. |
| Additional Information |
| To learn more about Invesco PowerShares and our investment products, please email us at info@powershares.com or call 800.983.0903. |
| In addition, Invesco PowerShares offers a series of investor guides designed to assist investors and financial advisors alike. To access these guides, please visit www.invescopowershares.com/resources/investorguides. |
| Invesco PowerShares does not offer tax advice. Please consult your tax advisor for information regarding your own personal tax situation. |
| Alpha is a measure of outperformance relative to a benchmark. |
| 1 Source: Invesco PowerShares, as of Dec. 31, 2010 |
| 2 Invesco PowerShares, based on average monthly volume |
| When we say that our ETFs are intelligent, we mean that in several different ways. Overall, no matter what the focus, all ETFs offer investors tax efficiency and trading flexibility, which make them an intelligent investment tool for investors to consider. Whether you're looking for broad market exposure, specialized investment strategies or access to niche markets, we believe PowerShares ETFs represent an intelligent option for your portfolio. |
| There are risks involved with investing in ETFs including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risk similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. |
| Investments concentrated in a single industry or sector involve substantially greater risk of loss and price fluctuations than an investment diversified across multiple industries or sector segments. |
| An investment in the securities of non-U.S. issuers involves risks beyond those associated with investments in U.S. securities, including, but not limited to: greater market volatility, the availability of less reliable financial information, higher transactional and custody costs, taxation by foreign governments, decreased market liquidity, political instability, negative impact of changes in currency exchange rates or foreign governmental regulation. |
| Shares are not individually redeemable and owners of the shares may acquire those shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, typically consisting of 50,000 shares. |
