INVESTORS’ TOP SUSTAINABLE CHALLENGES
From portfolio construction to product selection, to data, the rapid growth of sustainable investing comes with challenges and opportunities for investors. Here’s how iShares can help.
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:
We invest on our clients’ behalf to help them meet their long-term investment goals. Our focus is on understanding and managing investment risk and anticipating our clients’ needs.
From portfolio construction to product selection, to data, the rapid growth of 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.
See our sustainable funds through the lens of the four sustainable investment approaches in the BlackRock Sustainable Investing Platform.
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 may also drive long-term sustainability outcomes.
Impact
Commitment to generate positive, measurable, and additional sustainability outcomes.
As of June 2023.
iShares Sustainable Services