BlackRock defines transition investing as: Investing with a focus on preparing for, being aligned to, benefitting from and/or contributing to the transition to a low-carbon economy.
This section includes investor type descriptions for professional clients and market counterparties.
Professional client
A Professional Client is either: (i) a ‘deemed’ professional client; (ii) serviced-based professional client; or (iii) an assessed professional Client
(i) Deemed Professional Client
A person is a “deemed” professional client if the person is:
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
(iii) Assessed-based Professional Clients
Assessed-based professional clients can be either (i) individuals; or (ii) undertakings
Individuals
An individual (and associated joint account holders) would be classified as an ‘assessed-based professional client’ if:
Where there is a joint account in place, the secondary account holder must obtain confirmation in writing that investment decisions relating to the joint account are made for or on behalf of the secondary account holder
Undertakings
Undertakings, which are generally not individuals, would be classified as ‘assessed-based’ professional clients if it:
Market counterparties
A Market Counterparty is any person who is either:
With the largest range of exchange traded products by AUM in the industry, we provide investors with choice across exposures and asset classes.1
BlackRock defines transition investing as: Investing with a focus on preparing for, being aligned to, benefitting from and/or contributing to the transition to a low-carbon economy.
At iShares, our indexing approach is dynamic as we continue to innovate to reflect industry evolution and feedback and insights from our clients.
We can help investors find the products that most align to their investment and sustainability objectives. From improving sustainability characteristics vs. a benchmark, to incorporating emissions reduction targets. iShares can also help investors find strategies designed to achieve positive, measurable impact, accessing strategies across exposures and asset classes.
Discover our sustainable and transition fund range.2
Navigating sustainable and transition investing comes with challenges and potential opportunities for investors. Here’s how iShares can help.
PROVIDING CHOICE
At iShares, we provide investors with choice across the largest range of exchange traded products by AUM in the industry.
DRIVING INNOVATION
At iShares we’re constantly innovating to enable our ETFs to expand the world of investments. In 2023 over 20% of our flows in EMEA came from products launched since 2020.3
HARNESSING EXPERTISE
When you invest with iShares, you get access to the experience and expertise of BlackRock. iShares sustainable and transition investing ETFs are powered by BlackRock’s proprietary research, global scale, and dedicated teams of specialists.
1 Bloomberg, BlackRock, Market Insights as of 31.03.24.
2 BlackRock defines transition investing as: Investing with a focus on preparing for, being aligned to, benefitting from and/or contributing to the transition to a low-carbon economy.
3 BlackRock, Investor Progress Report, 24.05.24.
As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.
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