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ETF Investment Tendency Measures IXI Services

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U.S. INFORMATION SOLUTIONS ETF Investment Tendency Measures Exclusively for IXI Network Members Enhanced Insights into ETF Investors Exchange Traded Funds (ETFs) have been steadily rising in popularity over the past several years and both ETF wholesalers and dealers need new insights to enhance their omni-channel marketing strategies. Rather than simply relying on in-house client data, firms need solutions that provide a holistic view of investors' overall financial preferences and profiles. Based on approximately $14 trillion of anonymous, directly measured invested retail assets collected twice a year from the nation's leading financial institutions, our ETF Investment Tendency Measures enable financial services firms to incorporate a view of anonymous, measured ETF assets to enhance their online and offline marketing strategies. IXI ™ Services is the only source that provides solutions based on directly measured wealth. Most solutions that offer financial insights on U.S. consumers rely primarily on survey- or census-based data. Instead of relying on these same sources, IXI provides more reliable and actionable financial and economic insight based on direct-measured anonymous asset data, overcoming some of the accuracy, reliability, coverage and granularity limitations of survey-based data. Applied as Part of Omni-Channel Marketing Strategies The ETF Investment Tendency Measures suite includes individual measures for: ■ ■ ETF Assets – Average ETF dollars per household ■ ■ Taxable ETF Assets – Average taxable ETF dollars per household ■ ■ IRA ETF Assets - Average IRA ETF dollars per household ■ ■ Discount Brokerage ETF Assets - Average ETF dollars per household through discount brokerage firms ■ ■ Full-Service Brokerage ETF Assets – Average ETF dollars per household through full-service brokerage firms KEY BENEFITS Enables financial services firms to enhance in-house customer and prospect models with insight into likely ETF investment behaviors Enhances digital marketing by helping firms market to likely ETF investors online Based on approximately $14 trillion of anonymous, direct-measured invested retail assets Developed by IXI Services for use in non-FCRA applications across the customer lifecycle

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