iShares

Pensions, Foundations and Endowments

iShares Solutions for Pensions, Foundations and Endowments


The transparency and liquidity of iShares ETFs have long provided pensions, foundations and endowments flexible solutions for a wide range of investment strategies. Our dedicated institutional services team is here to help you with strategy opportunities, tailored ETF product solutions and assistance with implementation.

  • Strategy

    Objective

    Duration of
    Allocation

  • Cash Equitization

    Maintain liquidity while remaining fully invested

  • Transitions

    Maintain liquid market exposure while searching for new managers

  • ETF Overlay

    Reduce implementation time and t-costs to change exposures in asset classes

  • Portfolio Completion

    Ensure a portfolio's diversification by helping to minimize benchmark risk while maintaining alpha* objectives

  • Tactical Adjustments

    Over- or underweight certain styles, regions or countries on the basis of short term views

  • Rebalancing

    An Overlay of iShares funds over a portfolio asset allocation can be easily adjusted for rebalancing with low costs and operational simplicity

  • Passive Core Allocation

    Implement a desired asset allocation regardless of plan size

*Alpha is used to describe the active return, the difference between an investment's return and its benchmark

Carefully consider the iShares Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737), or by viewing or downloading a prospectus. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk.

Buying and selling of iShares Funds will result in brokerage commissions. There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. There is no guarantee that any strategies discussed will be effective.

The iShares Funds ("Funds") are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").

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