kasina delves into Asset Managers' use of social media, best practices for developing a social media strategy and tactics, and data exploring firms' concerns and adoption.

1. The Asset Manager’s Guide to Social Media January, 2010

2. 2 Social Media Methodology Surveyed 64 executives at 48 firms AUM range from $12 billion – top firms Web survey including quantitative and qualitative questions Extensive secondary research of studies, news, trade journals

3. 3 Social Media Social Media is Mainstream People and organizations use social media to post updates, share content, comment, recommend, disapprove, forward links 60% of Fortune 1,000 companies with a Web site will connect to or host a social community to build customer relationships* 77% of Inc. 500, America’s fastest-growing companies, use social media tools** User demographics mirror general US population 80% of social media users interact with companies, not just friends*** * Ginsburg, Monica. “Fortune 500 companies using social media to reach customers.” Chicago Business. January 04, 2010 ** Barnes, Dr. Nora Ganim and Mattson, Eric. Social Media in the Inc. 500. Society for New Communications Research and Financial Insite Inc. 2008 *** “Four-Out-Of-Five New Media Users Interact With Companies and Brands Online, Up 32% From 2008” 2009 Cone Consumer New Media Study. October 20, 2009

4. 4 Social Media Asset Management Firms Are Slow to Adopt Only 48% of firms claim any social media presence A handful has built more than a cursory presence Fewer than 20% intend to develop a presence in the next twelve months

5. 5 Social Media Communicate With Your Customers Where They Are 74.5% of advisors use any of these social media sites at least occasionally

6. 6 Social Media Manage Your Brand - Opting Out is not an Option United Breaks Guitars video 7 million views & 40,000 comments “Debtor’s Revolt Begins Now” Bank of America video ~500,000 views & 7,700 comments

8. 9 Social Media 73% of Firms Feel Compliance is a Barrier to Entry Chief concerns are content, comments and record-keeping

9. 10 Social Media 90% of Firms Plan to Engage in Social Media

10. 11 Social Media Benefits of Engaging in Social Media Now Develop and enhance customer loyalty Integrate social media into Web site. Let users comment on content, see what is popular among other users Broaden access to content Distribute content to provide easy access to videos, slideshows on community Web sites. Connect wholesalers with advisors in online social communities Form groups for discussion and exchange of best business practices Provide enhanced service Tracking tweets and comments on products and services. Research trends and needs among investors and advisors Use polls and surveys on community sites to gather and analyze data on customers Analyze and report on social community feedback

11. 12 Andy Edwards Business Development Manager e-mail: aedwards@kasina.com phone: 646 257 4454 fax: 212 349 7413 Social Media Aboutkasina Our firm has a singular mission:Innovate distribution in financial services For more information, please contact: