Wisdomtree, Inc. · NYSE:WT
Wisdomtree — WisdomTree Investments — Merger or Acquisition (November 2016)
8 slides from Wisdomtree's merger presentation, Nov 18, 2016
Slide 1: A Strategic Partnership to Help Advisors Digitize + Differentiate
A STRATEGIC PARTNERSHIP TO HELP ADVISORS DIGITIZE + DIFFERENTIATE Exhibit 99.2
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements that are based on our management’s belief and assumptions and on information currently available to our management. Although we believe that the expectations reflected in these forward-looking statements are reasonable,
Slide 3: Deal Terms / Structure
Deal Terms / Structure $20 million cash investment for 36% minority equity interest in AdvisorEngine (formerly Vanare) Entered into strategic agreement whereby WisdomTree’s asset allocation models will be made available as defaults on AdvisorEngine’s open architecture platform Balance sheet investme
Slide 4: Strategic Rationale of Partnership
Deepens existing client relationships by providing solutions/tools to help advisors digitize and differentiate their businesses as well as offers opportunities to establish new relationships Makes WisdomTree’s asset allocation models actionable via a new distribution channel Helps drive diversified
Slide 5: Who Is AdvisorEngine?
Who Is ? Digital Investment Management, including embedded robo-functionality Client prospecting and account aggregation Financial Planning Asset Allocation Investment Selection Trading/ Rebalancing Tax Mgmt. Practice Management Compliance Performance Reporting Billing CRM Client Onboarding Platform
Slide 6: How Does AdvisorEngine Compare?
How Does Compare? AdvisorEngine Typical characteristics of Competitor Offerings 1 2 3 4 7 5 6 Born B2B, built with advisors in mind Robo-advisor competitors started with direct-to-consumer model and pivoted Cutting-edge robo-capabilities within enterprise-quality platform with robust compliance cont
Slide 7: WisdomTree's Approach to Asset Allocation
WisdomTree’s Approach to Asset Allocation WisdomTree currently publishes ETF model portfolios to help advisors solve client needs. The partnership with AdvisorEngine makes it easier than ever for advisors to access and implement WisdomTree ETF asset allocation models. By thoughtfully integrating sto
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