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Distribution of Mutual Fund and ETF Assets Year-to-Date (YTD) 12/31/2016 Passive Dominates 2016 Net New Assets (NNA) in Third-Party Channels NNA Growth of Passive Products Persists in Retail & Institutional Channels Retail Channels Institutional Channels For more information, visit our Fund Distribution Interactive tool at access-data.broadridge.com/market-insights. broadridge.com The increase of passive products for third- party channels is driven to a large degree by advisor’s adoption of ETFs as a primary investment vehicle for client portfolios, and the use of ETFs for robo-advisors. Increase YTD 12/31/2016 Passively managed products made up the majority of net new assets in retail and institutional channels. Increase YTD 12/31/2016 Third-party distribution channel sales from broker-dealers, registered investment advisors and banks drove increased usage of passive products in 2016. Source: Broadridge Financial Solutions, Inc. Data as of December 31, 2016. The data referenced includes open end mutual funds and ETFs, and excludes money market and closed-end funds. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc. Active NNA % Increase Index Funds Active NNA % Increase Passive NNA % Increase Active Passive NNA % Increase NNA $B Increase ETFs NNA $B Increase 22% 22% 1.8% 2.1% 1.3% 20.1% 24.3% 15.1% Passive Active Passive Active Passive Active Passive Products in Third-Party Channels Outweigh Passive Products Across All Funds Third-party channels now have a higher percentage of passive products than passive products across all funds, with 36.3% of assets in passive products, up from 32.6% just a year ago. YTD 12/31/2016 30% Passive 36.3% Passive ActiveActive 15% 26.3% 15% 10% 63.7%70% Passive/Active Products in All Fund Assets Passive/Active Products in Third-Party Channels $610.7B $402.6B $208.1B $113.2B $88.9B $24.3B Increase over 2015 Increase over 2015 Passive/Active Products Distributed by Third-Party Channels 73.1% 71.2% 69.3% 67.4% 63.7% 26.9% 28.8% 30.7% 32.6% 36.3% 2012 2013 2014 2015 2016 Active Products Passive Products Steady Growth of Passively Managed Products in the Last 5 Years The percentage of passively managed products distributed by third-party channels has continued to increase from 2012 to 2016.