iShares
Investment Strategies
Evolve your investment strategies with ETFs

Utilizing ETFs in tactical, strategic, and income strategies

Some investors equate indexing with buy-and-hold approaches, but thousands of advisors have discovered that the flexibility of ETFs help them execute their ideas in a host of other investment diversification strategies — from short-term tactical applications to longer-term strategic applications.

Cash Equitization

Use ETFs for maintaining market exposure during times of transition.
Go to Cash Equitization

Sector Strategies

In this section, learn about overweighting and underweighting targeted exposure, based on your particular investment goals.
Learn about Sector Strategies

Alpha* Strategies

ETFs offer nearly limitless ways to express tactical views that have the potential to add incremental return.
Learn about Alpha* Strategies

Portfolio Completion

On this page, learn about rounding out portfolios that are heavily weighted in certain asset classes.
Learn more about Portfolio Completion Strategies

* Alpha is a mathematical estimate of the amount of return expected from an investment's inherent values, such as the rate of growth in earnings per share.

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.

Narrowly focused investments typically exhibit higher volatility.

Transactions in shares of the iShares Funds will result in brokerage commissions and will generate tax consequences. iShares Funds are obliged to distribute portfolio gains to shareholders. 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").

© 2000-2013 BlackRock. All rights reserved. iSHARES® and BLACKROCK® are registered trademarks of BlackRock. All other marks are the property of their respective owners.

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