| 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 140 domestic and international index-based ETFs and actively managed ETFs, with franchise assets of over $70 billion as of December 31, 2012. 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 140 countries and are listed on multiple exchanges throughout the world.1 |
| From Traditional to Intelligent |
| 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 intelligent ETFs use indexes that have non-traditional weighting methodology and seek to evaluating and select securities 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 advantaged product structure, transparency, lower expenses, liquidity and convenience. |
| ETFs are one of the fastest growing investment products in the worldwide financial marketplace today. As an example, 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 140 ETFs from seven broad categories. |
| Access - Targeted exposure to niche areas of the markets. |
| Commodity & Currency - Straightforward access without directly buying or selling futures contracts or physical assets. |
| Equity-based Resources - Focus on companies involved in mining and extracting commodities, the water industry and alternative energy. |
| Factor-Driven - Emphasize or minimize general market movements without the use of leverage. |
| Fundamentals Weighted - Weights are based on size of: sales, cash flow, book value and dividends. |
| Income - The ability to potentially create income-generating portfolios with distinct underlying objectives. |
| Quantitative - Dynamic evaluation and tiered-weighting based on investment criteria such as valuation and risk. |
| 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, 2012 |
| 2 Invesco PowerShares, based on average monthly volume |
| When we say that our ETFs are intelligent, we mean that in several different ways. Our largest family of ETFs is based on Intellidexes™ — dynamic indexes (Intelligent Index) that use rules-based quantitative analysis to choose stocks for their capital appreciation potential. We believe this is an intelligent way for an index to select stocks. |
| 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. |
