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Before you proceed, please take a moment to review and accept the following Terms and Conditions.
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:
- a supranational organisation whose members are either countries, central banks or national monetary authorities
• a government, government agency, central bank or other national monetary authority of any country or jurisdiction
• a public authority or state investment body
• an Authorised Market Institution, Regulated Exchange or regulated clearing house
• a Regulated Financial Institution or the management company of a regulated pension fund;
• a Collective Investment Fund or a regulated pension fund;
• a corporate body whose shares are listed or admitted to trading on any exchange of an IOCSO member country
• trustee of a trust which has, or had during the previous 12 months, assets of at least $10 million;
• a Single Family Office licensed under the Single Family Office Regulations
• a person classified as a ‘large undertaking’ who meetstwoof the following criteria (i) a balance sheet total of at least $20 million; (ii) a net annual turnover of at least $40 million or (iii) own funds or called up capital of at least $2 million
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
- the services provided to the client is in relation to the provision of credit including arranging and/or advising on credit
• the services provided to the client relates to corporate structuring and financing such as advice relating to an acquisition, disposal, structuring, restructuring, financing or refinancing of a corporation or other legal entity i.e. takeovers, mergers and capital raising
(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:
- the individual (and primary account holder, if relevant) has net assets of at least $1 million; and
• the individual is, or has been, an employee of an authorised firm or a regulated financial institution in the past two years; or
• the individual can provide evidence which demonstrates that they have sufficient knowledge and experience of relevant markets, products and associated risks
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:
- has own funds or called up capital of at least $1 million; and
• can evidence that they have sufficient knowledge and experience of relevant markets, products and associated risks
Market counterparties
A Market Counterparty is any person who is either:
- authorised firm;
• regulated financial institution; or
• professional client
SUSTAINABLE & TRANSITION PRODUCT RANGES WITH iSHARES
iShares can give investors who have sustainable and transition investing objectives the clarity and tools they need to find the products that most align to their investment objectives.
FINDING PRODUCTS THAT ALIGN TO YOUR GOALS
We offer choice with the industry’s largest sustainable and transition product range.¹ Navigate the tabs below to discover products and portfolio use cases that could align to your investment goals.
AVOID CONTROVERSIES
Clients seeking to exclude certain business areas while maintaining a core investment strategy.
Broad - For clients looking to avoid investments in certain business activities while maintaining similar risk and return characteristics to traditional benchmarks.
FOCUS ON SUSTAINABILITY
Clients seeking to invest in strategies with environmental, social and/or governance objectives, themes, and related considerations as a guide for selecting investments.
• For clients seeking a top-down approach, with a portfolio that has a better sustainability profile than a benchmark whilst not deviating significantly from it.
• For clients seeking a bottom-up approach, selecting companies with higher ESG ratings or greater exposure to sustainable investment.²
Designed to help clients target specific sustainable outcomes through: investing in sustainable themes and/or satellite exposures; harnessing opportunities in sustainable trends; aligning to responsible business practices, and those with a high percentage of sustainable investment commitments.
NAVIGATE THE LOW-CARBON TRANSITION
Clients looking to allocate to companies set to benefit from the shift to a low-carbon economy or who have set climate targets.
• For clients seeking exposure to companies with a focus on preparing for, being aligned to, benefitting from and/or contributing to the transition to a low-carbon economy.
• Aligning to climate targets: For clients aiming to align their portfolio with a clear decarbonisation profile.
For clients seeking exposure to transition themes and trends, such as transition solutions or interim low-carbon alternatives.
PRIORITISE IMPACT
Clients aiming to achieve positive, measurable environmental or social outcomes alongside financial returns.
Broad - Strategies with environmental or social impact objectives alongside financial goals.
THE iSHARES APPROACH
Powered by a dynamic approach, global expertise, and broad range of sustainable and transition funds: iShares can help investors navigate the sustainable and transition landscape to tap into opportunities generated by sustainability and the low-carbon transition.
Providing choice
At iShares, we provide investors with choice across the largest range of sustainable and transition indexing products in the industry.³
Driving innovation
At iShares, we’re constantly innovating to enable our ETFs to expand the world of investments – over 20% of our 2023 flows in EMEA came from products launched since 2020.⁴
Harnessing expertise
Investing with iShares provides access to BlackRock’s experience and expertise. Our sustainable & transition ETFs are driven by proprietary research, global scale, and a team of dedicated specialists.
INVESTOR INSIGHTS
BlackRock Investment Institute
1Source: Morningstar, Global Sustainable Fund Flows as of 24 October 2024;
2Sustainable Investments as defined in Article 2.17 of the Sustainable Finance Disclosure Regulation (SFDR), 2019 - “investments in an economic activity that contribute to an environmental or social objective,(…) provided that such investments do not significantly harm any [other environmental or social] objectives and that the investee companies follow good governance practices…”.
3Bloomberg, BlackRock, Market Insights as of 31.05.25.
4BlackRock, Investor Progress Report, 24.05.24.
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