iShares

Investing Tasks

Create Proposals to Help Meet Your Client's Objectives

1

Asset Class Illustrator

 

Compare the risk and return of existing and proposed portfolios.

Launch

Get a Daily Snapshot of the Fixed Income Market

1

Fixed Income Portfolio Builder

 

View and print a daily reference chart of the yield, credit and duration characteristics.

Launch

Replace a security or fund with an iShares ETF

Replace a security or fund with an iShares ETF

1

Fund Screener

See security weightings within an iShares ETF.

Launch UPDATED!

2

Correlation Calculator

 

Find investments with a high correlation.

Launch

Determine Strategies for Short and Long Term Tax Efficiencies

1

Correlation Calculator

 

Help your clients optimize their portfolios by applying tax management strategies.

Launch

Analyze Portfolios

Analyze the impact on risk and return of adding iShares ETFs to a portfolio.

1

Asset Class Illustrator

 

Model new portfolios and compare them side-by-side with any benchmark. Then explore the impact on risk and return of adding iShares ETFs to the asset mix.

Launch

Build the Optimal Fixed Income Portfolio

1

Fixed Income Portfolio Builder

 

Optimize a portfolio tailored to your client's risk tolerance.

Launch

Diversify a Portfolio

1

Correlation Calculator

 

Use the Correlation Calculator to uncover low correlating assets.

Launch

2

Asset Class Illustrator

 

Test and compare the before and after portfolios.

Launch

Find iShares ETFs Across a Wide Range of Criteria

Find iShares ETFs Across a Wide Range of Criteria

1

Fund Screener

Dynamically filter iShares ETFs by a wide range of criteria including asset class, holdings and sector exposure.

Launch UPDATED!

Help Lower Risk

Help lower the volatility of a risky portfolio.

1

Correlation Calculator

 

Select funds with low correlation and similar returns.

Launch

2

Asset Class Illustrator

 

Rebalance the portfolio and compare the volatility before and after.

Launch

Choose Between Indexes

Research index performance and attributes and choose which iShares ETFs to add to a portfolio.

1

Index Comparison Tool

 

Compare indexes side-by-side.

Launch

2

Index Returns Chart

View and compare indexes side-by-side.

Launch

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.

In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Securities focusing on a single country and narrowly focused investments typically exhibit higher volatility. Bonds and bond funds will decrease in value as interest rates rise. Diversification and asset allocation may not protect against market risk, including possible loss of principal.

No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.

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 information provided is not intended to be a complete analysis of every material fact respecting any strategy. The examples presented do not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy.

The information provided is not intended to be tax advice. Investors should be urged to consult their tax professionals or financial advisers for more information regarding their specific tax situations.

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.

Sample screenshots from the iShares.com web site are for illustrative purposes only. Data on any sample screenshot is as of a certain date and there is no representation that it is current, accurate or complete, and it should not be relied on as such. Neither is the data representative of any investment. For current iShares Fund information, including fund performance, visit www.iShares.com or call 1-800-iShares (1-800-474-2737).

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.

UPDATED!
 

iShares Client Education

Welcome to the new Tools section on iShares.com

QUICK ACCESS TO TOOLS

  • See all tools from one single page
  • Tools used while logged in are displayed in "Recently Used Tools" section

ASSET CLASS ILLUSTRATOR

  • New ability to test different investment scenarios in both before and after portfolios
  • Option to remove non-rebalanced portfolios to focus proposals on your recommendation
  • Larger charts for easier comparison

CORRELATION CALCULATOR

  • Improved ability to run a single correlation by highlighting the single ticker functionality

QUOTES & CHARTS

  • Instantly view market movement of all iShares ETFs in one list

AND MORE...

  • Tutorials, Quick Start Guides and tool walkthroughs available in context to each tool
  • Learn which tools can help you accomplish key tasks with the "Common Tasks" tab