How can iShares help you meet your portfolio construction needs?

Increased transparency, tools and technology (the 3 "ts") demand a re-think of portfolio construction that will revolutionise the role of index strategies within portfolios.

While there is not a one-size fits all approach, iShares can help to deliver the quality, efficiency and clarity that you need to help build a strong core for tomorrow.

Capital at risk: All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.

Why iShares?
Building your portfolio core with iShares

A Trusted Partner

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We recognise that keeping portfolios on course is challenging without access to the right tools and technology. That's why iShares is here to partner with you - all the way from initial portfolio construction and asset allocation choices, to product implementation decisions, and pre-trade guidance.

In the 'time to get your core in shape' paper, we stress the importance of technology in enabling and empowering investors to better analyse and compare products, as well as gain improved clarity on portfolio return drivers.

There are nearly 3.3 million stock market indices globally, which represents 70 times as many stock market indices as there are listed stocks.1

1. Source: Index Industry Association; World Bank; Bloomberg as at 24/01/2018.

Breadth of product choice

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There is a common misconception that a portfolio core comprises simply broad market exposures across asset classes. In reality, a portfolio core does not have to be vanilla. The evolution of index investing and ETFs' ability to deliver a broader set of betas and factor exposures has opened significant opportunities to achieve your intended exposures in an efficient manner.

IShares manages more money in index strategies than any other provider in Europe1, offering you the ultimate flexibility to tilt to the precise factors that you want exposure to at any one time. Exposures such as ESG, Smart Beta and Thematics are key portfolio trends and product evolutions which have seen increasing adoption as investors search to create additional value for their clients.

1. Source: BlackRock Global Business Intelligence as at 30 September 2018

Lower cost and efficient portfolios

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A portfolio core should be designed such to represent key strategic exposures that you would be likely to maintain in your portfolio over the long-term regardless of market moves. Given the longevity, investors require both transparency and cost efficiency from their portfolio core. This means knowing that the exposures that were intended in the portfolio are maintained without the possibility of manager style drift, whilst also focusing on returns net of costs since these will compound over time.

With the average European active manager charging


compared to iShares MSCI Europe UCITS ETF at


1. Source: Morningstar, as at October 2018. Universe includes all EMEA domiciled actively managed funds benchmarked to MSCI Europe. Universe considered 4996 unique share classes.

2. TER correct at time of publication.

iShares offer a competitive, low-cost solution for investors looking to build a strong core, without the need to constantly assess and monitor manager-defined strategies. Adopting iShares at your core not only improves time efficiency but can also free up fee budget to support appropriately scaled bets in high-quality alpha seeking strategies focused on dynamic exposures and security selection – what we term as 'true' alpha.

Core Range

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With fees starting at 0.07% TER (total expense ratio), iShares allows investors to access broad market exposures whilst lowering portfolio costs. Our Core Range is designed explicitly for the foundation of your portfolio, and tracks high quality, commonly utilised benchmarks, which represent key exposures that we see investors owning in their portfolios over the long term.

Fixed Income

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Fixed Income forms an important part of all multi-asset portfolios and as such is integral to the portfolio core.

iShares offers the widest range of fixed income funds across sectors, regions, maturities and currencies of any provider within Europe1, all ensuring that you can capture both the desired broad market and style exposures that account for the major return drivers within your fixed income portfolio.

1. Source: BlackRock Global Business Intelligence as at 30 September 2018

Currency Management

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An internationally diversified portfolio core should not result in inexplicit currency risks.

iShares manages more money in currency-hedged ETF solutions than any other provider in Europe1, allowing investors to gain international exposures whilst minimising the impact of currency fluctuations, all in one simple package.

1. Source: BlackRock Global Business Intelligence as at 30 September 2018

Smart Beta

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At iShares, we offer both single factor and multifactor ETFs across Europe, US and global exposures, all helping to simplify access to established rewarded factors such as value, momentum, size, quality and low volatility that, until recently, were only available via alpha-seeking strategies.

Sustainable Investing

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At iShares, we believe investing sustainably should not have to cost you financially. That's why we've launched the iShares Environmental, Social and Governance Screened range, screening out seven provocative sectors, and all offered at the same price as traditional equivalent broad market exposures.

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Funds for your core

Explore our range of funds built for the core of your portfolio


Download our portfolio construction report

Time to get your core in shape

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