ETF Managed Portfolio Universe

× Andrew GogertyStrategist, ETF Managed Portfolios Research

S&P DJ Indices Forum

February 21, 2013

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The Landscape – September 2012

× It’s Growing…Rapidly× Firms Reporting 120× Individual Strategies 506× Total Strategy Assets $57 billion

YTD Growth 45%1-Year Growth 65%

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Dedicated Center for Advisors

× MorningstarAdvisor.com× 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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Benefits of Morningstar’s Presence in This Space

× Comprehensive, IndependentCommentary on ETF Managed Portfolios× Leverage Morningstar’s equity, economic,

and ETF research experts× Videos, webinars, and spotlights on

strategies × Current topics affecting the industry

(AUM/AUA/GIPS, disclosure best practices)

× Advisors× Education, practice management,

understanding the distribution landscape× Roadmap for due diligence research

across firms and strategies× Profile research reports on leading firms

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