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Pensions, Foundations and Endowments

Whether your goals are immediate and tactical or more long-term, iShares ETFs can be a valuable tool for institutional investors.

The iShares Pension, Foundation and Endowment team assists clients by leveraging the full resources of BlackRock, which include market insights, capital markets guidance, deep product knowledge and portfolio consulting.

Our Client Execution Services team aims to deliver an unmatched level of service as it partners with clients to develop best execution strategies and provide pre-trade guidance.

The iShares Client Execution team works with each client to develop a best execution strategy and provides assistance in finding the right broker for trade execution.

Read this sample iShares pre-trade analysis report, which shows how an institutional client could execute a trade of $75 million of the iShares MSCI Emerging Markets Minimum Volatility ETF (EEMV) – over 190% of EEMV ADV¹ – with minimal costs and market impact.

For more real-life examples on how ETFs can be an effective tool for institutional portfolios, read these six client case studies.

Solutions for Pensions, Foundations and Endowments

Strategy Objective
Cash Equalization Minimize cash drag through immediate market and more specific market exposure.
Core Allocation Access a variety of global market exposures in a cost-effective, exchange-traded vehicle.
Interim Beta Invest short-term while refining long-term views.
Liquidity Management Maintain policy exposure in a liquid investment vehicle to provide anticipated cash flow needs.
Long and Lend Seek to enhance yield through securities lending.*
Rebalancing Manage portfolio active risk in between rebalancing cycles.
Risk Management Mitigate portfolio risk and hedge asset allocation decisions.
Tactical Exposure Over or underweight certain niche or hard to access styles, regions or countries on the basis of short-term views.
Transitions Obtain liquid and precise beta exposure during manager transitions.

*There is no guarantee that there will be demand for shares of iShares ETFs or that securities lending will generate any level of income.

Fixed Income ETFs
Because ETFs are traded on an exchange, you can use intraday liquidity and continuously actionable prices to act on your strategy. To find out how ETFs could benefit you, read iShares Fixed Income Essentials.


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1 Source: BlackRock, Bloomberg, as of 2/28/13. ETF ADV is calculated as a 20-day average through 2/28/13 and is subject to change.

Contact Us

In the East

Bill Miller

Bill Miller, CPA
617-998-7033
Email

Brian Newman

Brian Newman
212-810-5306 
Email

In the West

Scott Williamson

Scott Williamson
415-670-7037
Email

Ellen Blix

Ellen Blix
415-670-4758 
Email

Martha Shear

Martha Shear
415-670-4917
Email

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

The iShares Minimum Volatility ETFs may experience more than minimum volatility as there is no guarantee that the underlying index's strategy of seeking to lower volatility will be successful.

The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. There is no guarantee that any strategies discussed will be effective.

There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

There is no guarantee that there will be borrower demand for shares of the iShares Funds, or that securities lending will generate any level of income. Distributions paid out of the Fund’s net investment income, including income from securities lending, if any, are taxable to investors as ordinary income.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA®”), FTSE International Limited (“FTSE”), India Index Services & Products Limited, JPMorgan Chase & Co., MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell Investment Group or S&P Dow Jones Indices LLC, nor are they sponsored, endorsed or issued by Barclays Capital, Inc. None of these companies make any representation regarding the advisability of investing in the Funds.  BlackRock is not affiliated with the companies listed above. Index data related to the underlying indexes is provided by the respective companies above.

Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Real Estate 50 Index, FTSE NAREIT Residential Plus Capped Index, FTSE NAREIT Industrial/Office Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-US Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Developed Asia Index; all rights vest in FTSE, NAREIT and EPRA. “FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

©2014 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, ALADDIN, iSHARES, iBONDS, iSHARES CONNECT, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

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