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.
This site is designed for Professional Investors resident in South Africa. We define "Professional Investors" as those who have the appropriate expertise and knowledge e.g. asset managers, distributors and financial intermediaries. You should not use this site if you do not fall within this category.
Navigating sustainable investing comes with challenges and opportunities for investors. Here’s how iShares can help.
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.
As a fiduciary, we invest on our clients’ behalf to help them meet their investment objectives. Our focus is on understanding and managing investment risk, anticipating our clients’ needs, and supporting them in achieving their long-term investment goals.
Demand for sustainable investing continues to grow as investors have moved their money into sustainable investments at six times the growth rate of traditional investments.1 We recognise there are both challenges and opportunities for investors seeking sustainable investing solutions - iShares is here to help navigate the complexity to mitigate the challenges and maximise the opportunities.
When thinking about incorporating sustainable considerations with indexing, iShares can help at every stage of your journey. Research conducted with over 400 investors2 identified the top challenges investors face when incorporating sustainability considerations into their portfolios.
How can I build an investment portfolio that aligns with my financial goals and also incorporates sustainability objectives?
We can help you incorporate iShares ETFs, building blocks that seeks to bring transparency, liquidity and lower costs with access to sustainable investing.
If necessary, you should consult a financial adviser regarding the suitability of an investment.
How do I find and interpret data to assess the sustainability profile of a fund or portfolio?
iShares works closely with index providers to assess the quality of data across the sustainable indices which underpin our indexed products. iShares also leverages BlackRock research, which informs our investment approach and product innovation. To seek the best risk-adjusted returns for our clients, BlackRock researches major structural trends shaping the economy, markets, and asset prices.
Risk: There is no guarantee that research capabilities will contribute to a positive investment outcome.
BlackRock’s portfolio management team uses data in Aladdin®, our risk and portfolio management system, to assess holdings in our sustainable products at the issuer level, monitoring how this has changed and anticipating future evolutions to the indices we track.
Risk: The environmental, social and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from portfolios that do not apply similar ESG considerations to their investment process.
How do I find sustainable funds aligned to my needs?
In light of the increased number of sustainable products on the market, investors have more choice across asset classes and sustainability strategies. Navigating the breadth of products can be a challenge to investors, and so iShares can provide investors clarity, choice and quality to help meet their sustainable goals.
iShares offers the ability to scale a consistent approach across the whole portfolio, with sustainable indexing alternatives in equities and fixed income across all sectors of the market from screened exposures to impact investing.
What’s under the hood matters. iShares sustainable ETFs are managed by global teams of equity and fixed income BlackRock portfolio managers.
At iShares, we look to drive innovation and enhance existing exposures by consistently engaging globally with leading index providers on behalf of our clients.
Our sustainable investing approach is dynamic, and we continue to innovate to reflect evolution in sustainable indexing, changing regulations and feedback and insights from our clients. iShares works with stock exchanges and market makers to develop sustainable ETF options, sustainable indexed futures and the sustainable ETF lending market, on behalf of our clients.
Investors can use BlackRock’s Sustainable Investing Platform to determine which iShares ETF and index products best aligns with their investment goals. This framework classifies iShares ETFs and index products according to four sustainable approaches.
Screened
Constrain investments by avoiding issuers or business activities with certain environmental, social and / or governance characteristics.
Uplift
Commitment to investments with improved environmental, social and / or governance characteristics versus a stated universe or benchmark.
Thematic
Targeted investments in issuers whose business models may not only benefit from but also may drive long-term sustainability outcomes.
Impact
Commitment to generate positive, measurable, and additional sustainability outcomes.
As of June 2023.