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.
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:
Choose from a broad range of sustainable funds.
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.
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.
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.
ETFs that allow investors to constrain investments by avoiding issuers or business activities with certain environmental, social and/or governance characteristics.
Designed for investors looking to screen out controversial business areas without altering their investment approach.
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.
ETFs tracking indices with improved environmental, social and/or governance characteristics versus their parent benchmark.
Uplift funds can help investors seeking to improve their portfolio sustainability credentials while maintaining a profile similar to traditional benchmarks.
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.
ETFs aimed at targeted investments in issuers whose business models may not only benefit from but also may drive long-term sustainability outcomes.
Thematic funds allow investors to invest across sectors and geographies and offer unconstrained, diversified source of potential returns.
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.
ETFs with a commitment to generate positive, measurable, and additional sustainability outcomes.
Designed for investors looking to drive measurable sustainable change over the long term.
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.