Nasdaq IR Insight Feature Release. December 2, 2017

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1 Nasdaq IR Insight Feature Release December 2, 2017

2 Nasdaq IR Insight : Feature Release Highlights New! NetHouse NetHouse provides access to broker trade details for an individual security, displaying intraday and historical buy/sell volume within the following markets: Canada: Canadian Composite, Toronto Stock Exchange, TSX Venture Exchange, Aequitas NEO & LIT, Alpha Trading Systems, Nasdaq Chi-X & CX2, PURE Trading Global: Australian Securities Exchange, Bolsa de Madrid, Helsinki Stock Exchange, Indonesia Stock Exchange, Nasdaq: Nordic, Riga, Vilnius; New Zealand Exchange, Oslo Stock Exchange, Philippine Stock Exchange New! Mobile App IRO-on-the-GO TM Concise investor profiles and event details Business card scanner Offline access to view My Documents and take event notes.and more! Key platform feature release highlights for December include: Additional Activity reporting output Create Events pop up notification Updates to Estimates Alerts.and more! New! passiveiq TM Passive Index ownership, uncovered. Entitled users will now be able to view trend, benchmark and profile data for their passive investor base. 2 which you receive access to Nasdaq IR Insight. This document is provided for Nasdaq IR Insight users and should not be distributed.

3 FactSet Market Data: NetHouse New! NetHouse is now available in Nasdaq IR Insight! NetHouse provides access to broker trade details for an individual security, displaying intraday and historical buy/sell volume within the following markets: Canada: Canadian Composite, Toronto Stock Exchange, TSX Venture Exchange, Aequitas NEO & LIT, Alpha Trading Systems, Nasdaq Chi-X & CX2, PURE Trading Global: Australian Securities Exchange, Bolsa de Madrid, Helsinki Stock Exchange, Indonesia Stock Exchange, Nasdaq: Nordic, Riga, Vilnius; New Zealand Exchange, Oslo Stock Exchange, Philippine Stock Exchange NetHouse Summary view: Displays the brokers who bought/sold a specific security within a specific time period. NetHouse Broker Detail view: From the Summary view, users can drill-down from any broker to display a Detail view of all securities traded by the broker for a specific time period. 3

4 FactSet Market Data: NetHouse Summary NetHouse Summary: Displays brokers who bought/sold a specific security Total Volume, Net Volume, Buy and Sell Volume, VWAP, and % Buy/Sell Volume Filter by Block Trade and display all trades greater than 10,000 shares Filter by Time Period and have the ability to download all content 4 which you receive access to Nasdaq IR Insight. This document is provided for Nasdaq IR Insight users and should not be distributed.

5 FactSet Market Data: NetHouse Broker Detail Broker Detail View: Detail view of all securities traded by the broker for a specific time period. Access these brokers from the NetHouse Summary View. Filter by Block Trade and display all trades greater than 10,000 shares Filter by Time Period and have the ability to download all content 5 which you receive access to Nasdaq IR Insight. This document is provided for Nasdaq IR Insight users and should not be distributed.

6 Reporting Enhancements to: Required filters remains in expanded state Current holders and Targeting BYO shows portfolio rank My activity report contact bio & education & private & public ID 6 which you receive access to Nasdaq IR Insight. This document is provided for Nasdaq IR Insight users and should not be distributed.

7 CMS Create Event Modifications Create Event pop up has been modified to help eliminate confusion when creating a new event from the calendar page. Message is provided so users know when they have created a new event in the system. 7

8 NEW Mobile App: IRO-on-the-GO TM For Nasdaq IR Insight desktop and mobile users, IRO-on-the-GO delivers only the most important features and functionality dedicated to your investor outreach program. Note: This app is for iphone only Look for this app icon on the Apple Store! 8 which you receive access to Nasdaq IR Insight. This document is provided for Nasdaq IR Insight users and should not be distributed.

9 NEW Mobile App: IRO-on-the-GO TM With IRO-on-the-GO you ll be able to get fast and easy access to the following: Concise investor profiles and event Overviews Business card scanner Quickly contact your Advisory Analyst directly from the app Offline access to view My Documents and take event notes Map view of your meeting location with seamless access to directions and surrounding attractions Home screen dedicated to your upcoming and most recent meetings Convenient list of all your CMS Events 9

10 NEW Mobile App: IRO-on-the-GO TM IRO-on-the-GO provides the tools to perform last minute prep as you walk into a meeting as well as quickly accomplish follow-up tasks walking out. 10

11 NEW! passiveiq TM There is nothing quiet about being passive Entitled users now have access to new data and analytics around passive index investors. Passive market size and trend statistics Ownership benchmarks versus peers Detail on passive funds that track each index Top indexes by investment capital in the user s company Top indexes by investment capital in peers Stock and financial characteristics on the largest indexes 11

12 NEW! passiveiq TM There is nothing quiet about being passive With passiveiq, IROs can: Inform their management teams on passive trends Benchmark their passive ownership relative to peers Gain insight into what indices they re getting capital from See what indices have capital in peers but not in them Uncover why they are not getting capital from those indices 12

13 Disclaimer Copyright 2017 Nasdaq, Inc. Nasdaq, the Nasdaq logo, and Nasdaq IR Insight are registered and unregistered trademarks, or service marks, of Nasdaq, Inc. or its subsidiaries in the U.S. and other countries. This communication is being provided to you by Corporate Solutions, a business of Nasdaq, Inc. and certain of its subsidiaries (collectively, Nasdaq ), for informational purposes only. Nasdaq makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. At the time of publication, the information herein was believed to be accurate, however, such information is subject to change without notice and Corporate Solutions makes no representation or warranty as to the correctness or completeness of the information. Nothing herein shall constitute a recommendation, solicitation, invitation, inducement, promotion or offer by Corporate Solutions for the purchase or sale of any investment product, nor shall this material be construed in any way as investment, legal, or tax advice or as a recommendation, reference or endorsement by Nasdaq. 13