A NEW WAY TO INVEST: iSHARES FACTOR ETFs

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor may not get back the amount originally invested.

What are Factors?

  • Factors – are present in all portfolios
  • Factors are not new. Academic research since the 1930s has systematically identified factors as a driver of returns within and across asset classes, as well as across markets and countries. Did you know that 6 Nobel prizes have been awarded to factor investing?1
  • What is new is the way we access these investment ideas, such as through smart beta exchange traded funds (ETFs). Smart beta ETFs provide investors with the ability to access factors in a simple and transparent investment vehicle.

1Source: Nobel prizes were awarded in 1970, 1981, 1990, 1997, 2013, 2017.

Risk: There can be no assurance that performance will be enhanced or risk will be reduced for strategies that seek to provide exposure to certain quantitative investment characteristics ("factors"). Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

REPOSITIONING FOR THE REOPENING WITH FACTORS AND SECTORS

Learn how to navigate a potential reopening and incorporate factors in your portfolio.

MINIMUM VOLATILITY WITH ESG CONSIDERATIONS

Learn about integrating minimum volatility and ESG into your investment processes

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