Vision Self-Directed Full Service Marketplace BrokerageNo Empowerment Total Empowerment Total Empowerment + Minimum Effort Maximum Effort Minimum Effort
Investment Talent on CovestorStrong performance by managerson platformMore of our managers consistently beattheir benchmark (e.g. S&P, Russell, etc.)than portfolio managers in the mutualfund industry by a factor of 3XCovestor’s most popular managers (top10, by number of subscriptions) beat theS&P by 14% over 1 year time horizon
How It Works Front End Search and selection of managers Clients Performance reporting Managers No lock-up Marketplace: ManagersControl assets in brokerage acct set own fees and Low minimum investment strategy Can switch managers anytime orders reports client’s broker manager’s broker account account filtered, repl trades Broker icated Broker trades Platform Verifies manager performance. Routes and filters trades, reconciles funds. Manages compliance, fees and reporting
Virtual Conference: March 20-21• Covestor-created conference leveraging state-of-the-art technology• Mimicking look and feel of a traditional conference, without travel time and expense• Building awareness of our model managers• Bringing key business development partners who want access to virtual booths http://covestor.com/NextInvest
Thank YouAsheesh AdvaniCEO, Covestorasheesh@covestor.com http://www.covestor.com/NextInvest March 20-21, 2012 Registration is free
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