RESOURCES FOR INSTITUTIONS

Institutions can improve their investment processes, portfolios and outcomes when they partner with iShares. Our funds, resources, tools and services can help investors navigate today's challenging financial markets.

Video 01:15

PRODUCT INSIGHTS & INVESTMENT SOLUTIONS

If you are an ETF specialist, wealth manager, or global institution interested in gaining access to insights on key trends across the ETF industry and iShares platform, visit the link below.

ETF Wrap: Insights by iShares Commercial [script]

 

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Exchange traded funds have changed the way tens of millions of people invest. Today there are over 3,000 US listed ETFs, with almost 400 launched in 2022 alone1. There is also a rapidly expanding catalog of ETF use cases [on screen: from low-cost core portfolio building blocks to substitutes for derivatives, liquidity sleeves, tax loss harvesting, and transition management], making it increasingly challenging for investors to stay on top of trends across the ETF ecosystem.

Source: Morningstar, as of 12/31/2022

 

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Lauren McLaughlin, iShares Product Consulting

 

“My name is Lauren McLaughlin, and my team delivers product insights and investment solutions to global investors. We regularly meet with institutional and wealth clients to talk through what’s driving ETF flows, offer unique intelligence from client engagements, and discuss recent changes to our product suite, including funds that have crossed key asset thresholds such as $1 billion in AUM, fee cuts, and product launches. This all comes together in our monthly insights piece, which provides a mark-to-market on key trends across the ETF industry and iShares platform.

 

“If you are an ETF specialist, wealth manager, or global institution interested in gaining access to these insights, please contact your relationship manager or visit us at https://ishares.com/us/resources/institutional-investors.”

 

[or]

“If you are an ETF specialist, wealth manager, or global institution interested in gaining access to these insights, please contact your relationship manager or visit the link on screen.”

 

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https://ishares.com/us/resources/institutional-investors

 

 

Important disclosures:

 

Visit www.iShares.com to view a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing.

 

Investing involves risk, including possible loss of principal.

 

Buying and selling shares of ETFs may result in brokerage commissions. There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

 

This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.

 

Prepared by BlackRock Investments, LLC, member FINRA.

 

© 2023 BlackRock, Inc. or its affiliates. All Rights Reserved. BLACKROCK and iSHARES are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.

INSIGHTS

iSHARES 2023 YEAR-AHEAD INVESTOR GUIDE

The investing regime we have long known has changed. In this investor guide, we pair our macroeconomic views and market positioning insights to identify potential investment opportunities using exchange traded funds (ETFs).

HOW WE HELP INSTITUTIONS

iShares can help create solutions to meet the evolving needs of investors.

Access tools for institutions

Our suite of tools allow institutions to build liquidity solutions, choose a beta vehicle, and trade with more confidence.

Our services

Partner with iShares to analyze and construct portfolios while navigating today's complex financial markets.

Events and webcasts

Through timely market commentary, thought leaders across the industry provide guidance for the complex challenges facing institutional investors.

INVESTMENT STRATEGIES

FIXED INCOME ETFs

Learn more about how institutions leverage Fixed Income ETFs to manage future volatility.

FACTORS

Learn more about how institutions utilize factor ETFs to access target exposures, seek portfolio resilience and more.