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.
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Welcome to the BlackRock site for financial intermediaries
Before you proceed, please take a moment to review and accept the Terms and Conditions below.
Financial Intermediaries
On this website, Financial Intermediaries are investors that qualify as both a Professional Client and a Qualified Investor.
A person who can both be classified as a professional client under the Markets in Financial Instruments Directive II (2014/65/EU, “MiFID”), as implemented in Finland, and a qualified investor under the Prospectus Regulation (EU) 2017/1129) will generally need to meet one or more of the following requirements:
(1) it is required to be authorised or regulated to operate in the financial markets. The following list includes all authorised entities carrying out the characteristic activities of the entities mentioned, whether authorised by an EEA State or a third country and whether or not authorised by reference to a directive:
(a) a credit institution;
(b) an investment firm;
(c) a stock exchange;
(d) an insurance company;
(e) a collective investment scheme or the management company of such a scheme;
(f) a pension insurance company, a pension foundation or a pension fund;
(g) a central securities depository or central counterparty;
(h) a commodity or commodity derivatives dealer;
(i) a local;
(j) any other institutional investor;
(2) it is a large undertaking that meets two of the following tests: (i) a balance sheet total of EUR 20,000,000; (ii) an annual net turnover of EUR 40,000,000; or (iii) own funds of EUR 2,000,000;
(3) it is a national or regional government, a public body that manages public debt, a central bank, an international or supranational institution (such as the World Bank, the IMF, the ECB, the EIB) or another similar international organization;
(4) a institutional investor whose main activity is to invest in financial instruments, including an entity dedicated to the securitisation of assets or other financing transactions;
(5) a natural person resident in an EEA State that permits the authorisation of natural persons as professional clients and qualified investors, who expressly asks to be treated as a professional client and a qualified investor and who meets at least two of the following criteria: (i) he/she has carried out transactions, in significant size, on securities markets at an average frequency of, at least, 10 per quarter over the previous four quarters before the application, (ii) the size of his/her financial instrument portfolio, defined as including cash deposits and financial instruments exceeds EUR 500,000, (iii) he/she works or has worked for at least one year in the financial sector in a professional position which requires knowledge of securities investment.
Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can both be classified as a professional client under MiFID and classed as a qualified investor under the Prospectus Regulation then you should seek independent advice.
Terms and conditions
Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
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(i) Agree that such information will apply to any subsequent access to the Individual Investors (or Institutions / Intermediaries) section of this website by you, and that all such subsequent access will be subject to the disclaimers, risk warnings and other information set out herein; and
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The offshore funds described in the following pages are administered and managed by companies within the BlackRock Group and can be marketed in certain jurisdictions only. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. Further information is available in the Prospectus or other constitutional document for each fund.
This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.
Specifically, the funds described are not available for distribution to or investment by US investors. The units/shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.
The funds described have not been, nor will they be, qualified for distribution to the public in Canada as no prospectus for these funds has been filed with any securities commission or regulatory authority in Canada or any province or territory thereof. This website is not, and under no circumstances is to be construed, as an advertisement or any other step in furtherance of a public offering of shares in Canada. No person resident in Canada for the purposes of the Income Tax Act (Canada) may purchase or accept a transfer of shares in the funds described unless he or she is eligible to do so under applicable Canadian or provincial laws.
Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus, key investor information document or other applicable terms and conditions).
As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or other constitutional document.
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Risk Warnings
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager.
For your protection, telephone calls and/or other electronic communications which result in, or are intended to result in, transactions will be recorded or saved.
Investors should read the offering documents for further details including the risk factors before making an investment.
Please note that while some of the BlackRock funds are "ring-fenced", others form part of a single company and are not. For BlackRock funds that do not have segregated liability status, in the event of a single BlackRock fund being unable to meet liabilities attributable to that BlackRock fund out of the assets attributable to it, the excess may be met out of the assets attributable to the other BlackRock funds within the same company. We refer you to the Prospectus or other relevant terms and conditions of each BlackRock fund for further information in this regard.
The views expressed herein do not necessarily reflect the views of BlackRock as a whole or any part thereof, nor do they constitute investment or any other advice.
Any research found on these pages has been procured and may have been acted on by BlackRock for its own purposes.
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SUSTAINABLE & TRANSITION INVESTING WITH iSHARES
With the largest range of exchange traded products by AUM in the industry, we provide investors with choice across exposures and asset classes.1
EXPLORE SUSTAINABLE & TRANSITION INVESTING WITH iSHARES
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
KEY TOPICS EXPLORED
Accessing and interpreting data and metrics for different benchmarks can be a challenge for investors. iShares can help simplify the benchmark selection process by providing comparative analyses and insights on sustainable, transition, and traditional indices. These insights include metrics and regional, sector and factor analyses, to provide transparency and help facilitate choice.
iShares enables investors to efficiently compare the costs, returns, and risk profiles of diverse sustainable and transition products. Our Equity and Fixed Income Product Strategy teams can provide analyses identifying products that most align to their goals.
Sustainable and transition ETFs can benefit from a similar liquidity profile to their traditional non-sustainable/transition counterparts. Therefore, understanding how to compare across ETFs can help investors improve liquidity efficiency. The iShares Markets Coverage team offers expert trading guidance, tools, and analysis for selecting efficient strategies in line with client objectives.
Leverage BlackRock's insights and tailored analysis to align your portfolio with your goals. The BlackRock Portfolio Consulting team offers tailored analysis for portfolio construction. Investors can access both index and active products building on research and insights from the BlackRock Investment Institute (BII). This approach can help investors meet their investment needs and align to their objectives.
At iShares, we can harness BlackRock’s proprietary research, global expertise, and interdisciplinary insights. This in turn helps investors align their portfolios to their sustainable and transition investing goals.
Aladdin®, our comprehensive risk and portfolio system, includes sustainability metrics from data partners like Sustainalytics, Refinitiv, Rhodium, and Clarity AI. BlackRock Portfolio Managers utilize Aladdin®, whose metrics help investors evaluate sustainable and transition products, track changes and follow index evolutions.
Risk Warning: While proprietary technology platforms may help manage risk, risk cannot be eliminated.
SUSTAINABLE & TRANSITION INSIGHTS
THE iSHARES APPROACH
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.
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