Portfolio Completion and Asset Allocation
Completing a portfolio allocation using ETF investing can help diversify holdings that are heavily concentrated in one or more asset class, sector or single stock, thus "rounding out" the portfolio with additional investments. ETFs can be utilized in portfolio completion by providing financial professionals the flexibility to implement investment ideas across a variety of asset allocation methods, sectors, styles and market caps. Because they have no investment minimums*, ETFs can complete portfolios of any size.
* While iShares funds do not have minimum investment requirements, an investor must purchase whole shares.
Learn about portfolio completion strategies in this interactive presentation.
Create more diversified portfolios and identify similar investment opportunities.