Our Value Prop is to Enhance Yours

Each week, the ETF Think Tank shares this research note on the ETF industry and advisor growth. As 2020 comes to an end, we thought we would share a little more about what the ETF Think Tank offers and why the management team of Toroso Investments created this platform. The research note was originally started as an ETF industry blog tracking the Toroso ETF Industry Index to highlight the exciting growth of the ETF ecosystem. In April of 2019, we broadened the scope to include ideas for advisor growth, thought leadership, and client alignment concepts for best management practices. This weekly research note now combines all the efforts of Toroso over the past eight years to help advisors and investors benefit from growth of the ETF industry. Thus, when it comes to ETFs, our value prop is to enhance yours…

Data with Context

There are multiple free resources to support advisors and ETF education. The difference we seek to offer is thoughtful, opinionated research devoid of the traditional single issuer conflicts. To that end, we share a lot of content which is shared freely on social media and through our weekly email subscriptions. Today the ETF Think Tank produces:

1. The ETF Industry KPI Report, which provides a weekly look at the health of the industry and the growth of the publicly traded ecosystem.
2. The ETF Think Tank Weekly Research, which shares ideas for investing and industry trends all based on the proprietary research and software created by Toroso Investments.
3. We host a live Zoom happy hour every Thursday at 5pm with our ETF Think Tank Influencers and special guests like Marc Faber, Michael Novagratz, Billy Bean, Burton Malkiel, and other thought leaders. We share thoughts over some libations and encourage our audience to engage in the conversation. Join us Thursday at GetThinkTanked.com We will be hosting a special show on New Years Eve.
4. The Think Tank Exchange is our other live show that is also available as a podcast. The Think Tank Exchange provides a forum discussion between investment managers and financial advisors. The concept is to translate financial thought leadership and practice management into actionable ideas in real world scenarios.
5. The ETF Think Tank Website aggregates and archives all of this content as well as resources from other public ETF research firms. The website also serves as portal to our premium services which include:
   1. Portfolio Consulting
      •  Attribution
      •  Custom Portfolio Software
      •  ETF Software Applications
      •  ETF Security Master and Screener
   2. Content Production and Access
      •  Curated Content Production
      •  Access to premium research periodicals
   3. Advisor Growth Platforms
      •  Social Media Management
      •  Website enhancement
      •  Speaking arrangements

All of this content is available at www.etfthinktank.com. Qualified advisors can gain complimentary access to premium services by contacting info@etfthinktank.com.

Finally, all of this content and services are made possible by the sponsors that support the ETF Thank Tank. We want to thank them for their assistance in promoting the growth of advisors and the ETF ecosystem. We look forward to celebrating with you on our special show this Thursday.

Disclosure

The information provided here is for financial professionals only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

All investments involve risk, including possible loss of principal.

The value of investments and the income from them can go down as well as up and investors may not get back the amounts originally invested, and can be affected by changes in interest rates, in exchange rates, general market conditions, political, social and economic developments and other variable factors. Investment involves risks including but not limited to, possible delays in payments and loss of income or capital. Neither Toroso nor any of its affiliates guarantees any rate of return or the return of capital invested. This commentary material is available for informational purposes only and nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security and nothing herein should be construed as such. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested, and nothing herein should be construed as a guarantee of any specific outcome or profit.  While we have gathered the information presented herein from sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed herein are our opinions and are current only as of the date of distribution, and are subject to change without notice. We disclaim any obligation to provide revised opinions in the event of changed circumstances.

The information in this material is confidential and proprietary and may not be used other than by the intended user. Neither Toroso or its affiliates or any of their officers or employees of Toroso accepts any liability whatsoever for any loss arising from any use of this material or its contents. This material may not be reproduced, distributed or published without prior written permission from Toroso. Distribution of this material may be restricted in certain jurisdictions. Any persons coming into possession of this material should seek advice for details of and observe such restrictions (if any).All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

All investments involve risk, including possible loss of principal.

The value of investments and the income from them can go down as well as up and investors may not get back the amounts originally invested, and can be affected by changes in interest rates, in exchange rates, general market conditions, political, social and economic developments and other variable factors. Investment involves risks including but not limited to, possible delays in payments and loss of income or capital. Neither Toroso nor any of its affiliates guarantees any rate of return or the return of capital invested. This commentary material is available for informational purposes only and nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security and nothing herein should be construed as such. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested, and nothing herein should be construed as a guarantee of any specific outcome or profit.  While we have gathered the information presented herein from sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed herein are our opinions and are current only as of the date of distribution, and are subject to change without notice. We disclaim any obligation to provide revised opinions in the event of changed circumstances.

The information in this material is confidential and proprietary and may not be used other than by the intended user. Neither Toroso or its affiliates or any of their officers or employees of Toroso accepts any liability whatsoever for any loss arising from any use of this material or its contents. This material may not be reproduced, distributed or published without prior written permission from Toroso. Distribution of this material may be restricted in certain jurisdictions. Any persons coming into possession of this material should seek advice for details of and observe such restrictions (if any).