Forbes - USA (2019-11-30)

Thematic investing focuses on a particular E, S or G
issue, like clean energy. iShares Global Clean Energy
ETF (ICLN) provides exposure to companies from

around the world that produce energy from solar,
wind and other renewable sources.


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measurable and sustainable outcome, like
environmental impact. iShares Global Green

Bond ETF holds bonds that are issued to fund
environmental projects.

Bottom Line: With sustainable ETFs, you can seek to

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To get started, think about the issues you’re most
interested in and your investment objectives. Visit
ishares.com to learn more.

73

NOVEMBER 30, 20 19 FORBES.COM

IMPORTANT INFORMATION ABOUT

iSHARES ETFs

Carefully consider the Funds’ investment

objectives, risk factors, and charges and

expenses before investing. This and

other information can be found in the

Funds’ prospectuses or, if available, the

summary prospectuses, which may be

obtained by visiting http://www.iShares.com or

http://www.blackrock.com. Read the prospectus

carefully before investing.

Investing involves risk, including possible loss

of principal.

GO BROAD WITH ESG INVESTING

ESG investing evaluates companies on their

environmental (E), social (S) and governance (G)

business practices.

Environmental (“E”) criteria can include a

company’s carbon and toxic emissions, impact

on biodiversity and resource consumption. Social

(“S”) criteria examine companies’ impact on

communities, employee treatment and product

quality. Governance (“G”) criteria can include board

composition, executive pay and risk controls

for things like corruption, bribery and

accounting malpractice.

As an example, iShares ESG MSCI USA ETF (ESGU)

provides access to higher ESG-rated companies

while seeking similar risk and return to the relevant

broad market. ESGU is one of seven iShares

Sustainable Core funds, which allow investors to

build a low-cost sustainable portfolio across stocks

and bonds.

GET SPECIFIC WITH THEMATIC

AND IMPACT INVESTING

(^1) Berkshire Hathaway annual report, February 201 8.
(^2) Investment Company Institute, ETFGI as of March 201 8 (as
quoted in a BlackRock report titled “Four Big Trends to Drive
ETF Growth.”)
(^3) BlackRock, as of 2019. There is no guarantee this projection
will come to pass.
(^4) Investment Company Institute, as of 2019.
(^5) BlackRock, as of July 2019.
(^6) Morningstar, as of 12/31/1 8. Comparison is between the
average Prospectus Net Expense Ratio for the iShares ETFs
(0.34%) and active open-end mutual funds (0.96%).
(^7) Morningstar, as of 12/31/1 8. “Tax Cost Ratio” is a
Morningstar measure of the impact of taxes on capital gains
and income distributions on performance. The average
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managed open-end mutual funds available in the U.S.
(excluding municipal bond and money market funds)
included in the comparison is 0.6 8 % and 1.50%, respectively.
(^8) Morningstar, as of 12/31/1 8. Comparison is between the
average Prospectus Net Expense Ratio for the iShares ETFs
(0.34%) and active open-end mutual funds (0.96%).
(^9) This is a hypothetical example for illustrative purposes only
and does not represent the performance of an iShares ETF.
(^10) Some brokers/dealers may have a minimum order.
(^11) “Unpacking the Sustainability Landscape,” Nielsen,
Nov. 9, 201 8.
(^12) BlackRock, as of Oct. 23, 201 8. There is no guarantee the
projection will come to pass.
SOURCES:
FORBES BRANDVOICE WITH iSHARES | PAID PROGRAM
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