-- PCA - PowerShares Autonomic Balanced NFA Global Asset Portfolio
-- PAO - PowerShares Autonomic Balanced Growth NFA Global Asset Portfolio
-- PTO - PowerShares Autonomic Growth NFA Global Asset Portfolio
PowerShares Autonomic Global Asset Portfolios are the first of a new family
of PowerShares ETF portfolios that seek to provide global, risk-controlled
asset allocation strategies through investment in other ETFs.
"We are truly thrilled to provide investors efficient access to world-class
asset allocation strategies using the benefit-rich ETF format," said Bruce
Bond, president and CEO of Invesco PowerShares. "The Autonomic NFA Global
Asset Portfolios seek to deliver the benefits of risk-targeted asset
allocation combined with the anticipated tax efficiency of ETFs.
Asset allocation is an investment strategy that seeks to balance risk and
reward in a portfolio by spreading investments over several types of asset
classes, such as equities, fixed-income and other non-equity correlated
assets. Widely considered to be the basis of a properly designed long-term
investment program, strategic asset allocation is employed by institutions
and sophisticated investors to reduce a portfolio's exposure to a downturn
in any one particular type of asset, while seeking to provide higher
risk-adjusted returns over the long term.
The New Frontier Global Dynamic Indexes underlying the PowerShares
Autonomic NFA Global Asset Portfolios are constructed using the patented
Resampled Efficiency™ (RE) optimization process from New Frontier
Advisors.
"With Resampled Efficiency, the PowerShares Autonomic ETFs bring
state-of-the-art institutional quality asset management tools that are
designed to maximize core investment management and long-term objectives to
advisors and investors, including demonstrably improved portfolio
optimization and rebalancing," said Dr. Richard Michaud, president and CIO
of New Frontier Advisors, LLC.
Michaud noted that with attributes like transparency, tax-efficiency and
access to nearly every major asset class, ETFs are an ideal asset
allocation tool. "We are pleased to join with Invesco PowerShares to bring
these innovative products to market," he said.
Product information on PowerShares Autonomic NFA Global Asset Portfolios is
as follows:
The PowerShares Autonomic Balanced NFA Global Asset Portfolio (PCA) is
based on the New Frontier Global Dynamic® Balanced Index. This "Index of
ETFs" is designed to select ETFs and their appropriate weights through New
Frontier Advisors' proprietary and patented Resampled Efficiency™
optimization process. PCA covers a combination of asset classes designed to
maximize long-term returns for a risk profile that includes approximately
60% equities and 40% taxable fixed-income.
The PowerShares Autonomic Balanced Growth NFA Global Asset Portfolio (PAO)
is based on the New Frontier Global Dynamic® Balanced Growth Index. This
"Index of ETFs" is designed to select ETFs and their appropriate weights
through New Frontier Advisors' proprietary and patented Resampled
Efficiency™ optimization process. PAO covers a combination of asset
classes designed to maximize long-term returns for a risk profile that
includes approximately 75% equities and 25% taxable fixed-income.
The PowerShares Autonomic Growth NFA Global Asset Portfolio (PTO) is based
on the New Frontier Global Dynamic® Growth Index. This "Index of ETFs" is
designed to select ETFs and their appropriate weights through New Frontier
Advisors' proprietary and patented Resampled Efficiency™ optimization
process. PTO covers a combination of asset classes designed to maximize
long-term returns for a risk profile that includes approximately 90%
equities and 10% taxable fixed-income.
The Indexes underlying the PowerShares Autonomic NFA Global Asset
Portfolios will generally include ETFs advised by Invesco PowerShares
Capital Management LLC or its affiliates; or if the asset exposure sought
is not available through a PowerShares ETF, the NFA Global Asset Portfolios
will include ETFs advised by unaffiliated entities.
Invesco PowerShares is leading the intelligent ETF revolution through its
family of more than 100 domestic, international and actively managed
exchange-traded funds. With assets under management of $12.75 billion,
PowerShares ETFs trade on all of the major U.S. stock exchanges that trade
ETFs. For more information, please visit us at www.invescopowershares.com.
Invesco PowerShares is a part of Invesco Ltd., a leading independent global
investment management company, dedicated to helping people worldwide build
their financial security. By delivering the combined power of its
distinctive worldwide investment management capabilities, including AIM,
Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark, and WL Ross,
Invesco provides a comprehensive array of enduring investment solutions for
retail, institutional and high-net-worth clients around the world.
Operating in 20 countries, the company is currently listed on the New York
Stock Exchange under the symbol IVZ. Additional information is available at
www.invesco.com.
New Frontier Advisors, LLC (NFA) offers global, risk-controlled, strategic
asset allocations that are intended as long-term or core investments in a
well-defined investment program. NFA is a Boston-based institutional
research and investment advisory firm with an extensive background in
quantitative research, consulting and management. The firm continues to
pioneer new developments in asset allocation and portfolio selection. Based
on cutting-edge practical economic theory, NFA's services help
institutional investors worldwide select and maintain more effective
portfolios.
Risks of Owning Exchange-Traded Funds
There are risks involved with investing in the Funds. There are risks
involved with investing in ETFs, including possible loss of money. The
Funds are not actively managed and are subject to risks similar to stocks.
Shares are subject to risks. Shares are not FDIC insured, may lose value
and have no bank guarantee.
The Funds pursue their investment objectives primarily by investing their
assets in the Funds' underlying ETFs rather than investing directly in
stocks, bonds, cash or other investments. The Funds' investment
performance, because they are funds of funds, depends on the investment
performance of the underlying ETFs in which they invests. An investment in
the PowerShares Autonomic Balanced NFA Global Asset Portfolio, PowerShares
Autonomic Balanced Growth NFA Global Asset Portfolio and the PowerShares
Autonomic Growth NFA Global Asset Portfolio are subject to the risks
associated with their underlying ETFs that comprise the Underlying Indexes.
The Funds will indirectly pay a proportional share of the asset-based fees
of the underlying ETFs in which they invest. There is a risk that New
Frontier Advisors' evaluations and assumptions regarding the broad asset
classes represented in the Underlying indexes may be incorrect, based on
actual market conditions. In addition, at times the segments of the market
represented by constituent underlying ETFs in the underlying indexes may be
out of favor and under perform other segments. Investment in underlying
ETFs may subject the Funds to the following risks: Market Risk;
Non-Correlation Risk; Replication Management Risk; Equity Securities Risk;
Fixed-Income Securities Risk; Zero Coupon Securities Risk; Mortgage-Backed
Securities Risk; Small and Medium-Sized Company Risk; Large-Sized Company
Risk; Value Investing Style Risk; Growth Investing Risk; Foreign Securities
Risk; Developing Markets Securities Risk; Emerging Markets Securities and
Commodities Risk, among others. Please see the prospectus for more complete
risk information.
PowerShares ETFs are not sponsored, endorsed, sold, or promoted by New
Frontier Advisors, LLC (NFA). NFA makes no representation or warranty,
express or implied, to the owners of PowerShares ETFs or any member of the
public regarding the advisability of investment in securities generally, or
in PowerShares ETFs particularly, or the ability of the NFA indices to
track global economic growth. NFA expressly disclaims all warranties of
merchantability and fitness for a particular purpose with respect to the
NFA Global Dynamic Indices and any data included therein. NFA's only
relationship to Invesco PowerShares is the licensing of the NFA Global
Dynamic Indices, which is determined and composed by NFA and calculated by
the American Stock Exchange.
Shares are not individually redeemable and owners of the shares may acquire
those shares from the Funds and tender those shares for redemption to the
Funds in Creation Unit aggregations only, typically consisting of 100,000
shares.
Invesco Aim Distributors, Inc. is the distributor of the PowerShares
Exchange-Traded Fund Trust II.
Invesco PowerShares Capital Management LLC., Invesco Aim Distributors, Inc.
and Invesco Institutional (N.A.), Inc. are indirect, wholly owned
subsidiaries of Invesco Ltd.
An investor should consider the Funds' investment objectives, risks,
charges and expenses carefully before investing. For this and more complete
information about the Funds call 800.983.0903 or visit the website
www.invescopowershares.com for a prospectus. Please read the prospectus
carefully before investing.
Contact Information: Media Contacts: Kristin Sadlon Porter Novelli 212-601-8192 Bill Conboy 303-415-2290