Entrepreneur Factor - Summary Presentation

Entrepreneur Factor - Summary Presentation

PRESENTATION

*FOR INSTITUTIONAL USE ONLY

1 I Why ERShares?

What is an Entrepreneurial Company?

Entrepreneurial companies are led by a main founder. From decades together founder-run Entrepreneurial companies have shaped the economy by investing in its people and in innovation leading to exceptional growth.

2 I The ERShares Difference

• ERShares scours the planet for the most entrepreneurial, strong growth companies and put it to market in one easy-to-invest fund.

• ERShares Entrepreneur Factor delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics.

• We were among the first to introduce a thematic approach to investing, having started 15 years ago following research conducted at Harvard University.

• Our investment process is powered by latest artificial intelligence technology. We leverage the AI technology for asset screening, portfolio building and for our ongoing operations.

3 I Investment Process

ERShares Thematic Investment Process. Powered by AI We incorporate Artificial Intelligence (AI) Technologies into our daily operations. AI allows us to integrate superior selection criteria and monitor performance on a real-time basis.

4 I ERShares Advantages

Entrepreneur Factor: Proprietary Methodology

ERShares incorporates a bottom-up investment orientation, powered by artificial intelligence (AI), that stands above other investment factors such as: momentum, sector, growth, value, leverage, market cap (size) and geographic orientation. Moreover, with the aid of AI and Thematic Research, ERShares incorporates a macro-economic, top- down approach that integrates changing investment flows, innovation entry points, sector growth and other characteristics into a dynamic, global perspective model.

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