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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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
NAVIGATE SUSTAINABLE INVESTING WITH iSHARES
Choose from a broad range of sustainable funds.
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.
Sustainable investing is growing rapidly.1 While more investors are seeking opportunities to align their portfolios to sustainability themes and outcomes, our research found that many investors are looking for help navigating product differentiation across asset classes and sustainability profile.
iShares can give investors who have sustainability goals the clarity and tools they need to navigate sustainable investing and find the products that meet their investment objectives.
FIND PRODUCTS THAT ALIGN WITH YOUR INVESTMENT GOALS
Learn more about the key features and use cases of our iShares Sustainable ETFs. Using the BlackRock Sustainable Investing Platform, which defines our four sustainable investment approaches, investors can choose from a full range of iShares building blocks across asset classes, select the suite that meets their needs and implement across their portfolio.
iSHARES SUSTAINABLE ETFs - SCREENED
What are they?
ETFs that allow investors to constrain investments by avoiding issuers or business activities with certain environmental, social and/or governance characteristics.
Why should I consider these products?
Designed for investors looking to screen out controversial business areas without altering their investment approach.
What are the key features?
- Apply business involvement screens.
- Low tracking error compared to parent index.
- Same price as traditional exposures.
The above information is not investment advice, and is not a recommendation, offer or solicitation. Investors should read the prospectus and KID/KIID before investing.
iSHARES SUSTAINABLE ETFs - UPLIFT
What are they?
ETFs tracking indices with improved environmental, social and/or governance characteristics versus their parent benchmark.
Why should I consider these products?
Uplift funds can help investors seeking to improve their portfolio sustainability credentials while maintaining a profile similar to traditional benchmarks.
What are the key features?
- Apply business involvement screens and additional screens, portfolio constraints, optimiser or best in class selection.
- Can include specific sustainability constraints such as EU climate benchmark requirements (e.g. Paris-Aligned Benchmark – PAB and Climate Transition Benchmark - CTB).
- Offer broad exposures.
The above information is not investment advice, and is not a recommendation, offer or solicitation. Investors should read the prospectus and KID/KIID before investing.
iSHARES SUSTAINABLE ETFs - THEMATIC
What are they?
ETFs aimed at targeted investments in issuers whose business models may not only benefit from but also may drive long-term sustainability outcomes.
Why should I consider these products?
Thematic funds allow investors to invest across sectors and geographies and offer unconstrained, diversified source of potential returns.
What are the key features?
- Provide access to structural economic themes (low carbon, clean energy, inclusion & diversity).
- Seek to outperform over the long term.
- Unconstrained from a traditional country or sector benchmark.
The above information is not investment advice, and is not a recommendation, offer or solicitation. Investors should read the prospectus and KID/KIID before investing.
iSHARES SUSTAINABLE ETFs - IMPACT
What are they?
ETFs with a commitment to generate positive, measurable, and additional sustainability outcomes.
Why should I consider these products?
Designed for investors looking to drive measurable sustainable change over the long term.
What are the key features?
- Seek to generate a measurable sustainability outcome alongside a financial return.
The above information is not investment advice, and is not a recommendation, offer or solicitation. Investors should read the prospectus and KID/KIID before investing.
1 Source: BlackRock Global Business Intelligence as of 31 December 2022.
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