Portfolio Construction
Asset Class Illustrator
Quickly model new portfolios and produce client proposals.
Use it to:
- Analyze the impact on risk and return of adding iShares ETFs to a portfolio.
Use it with:
- The Correlation Calculator Tool to diversify the portfolio, help lower volatility, and take advantage of tax loss harvesting.
Sector & Country Exposure
Create a diversified portfolio using sector and country-specific iShares ETFs.
Use it to:
- Identify strategies for gaining sector and global exposure.
- Understand sector and country exposure of iShares ETFs.
- Print a customizable report.
Use it with:
- The Asset Class Illustrator for further risk and return analysis.
Fixed Income Portfolio Builder
Build a fixed income portfolio based on a client's risk/return objectives.
Use it to:
- Optimize and compare bond portfolios easily.
- Analyze your firm's fixed income allocation using iShares ETFs
Correlation Calculator
Create more diversified portfolios and identify similar investment opportunities.
Use it to:
- Identify opportunities for tax loss harvesting and tax gain strategies.
- Help lower the volatility of a portfolio by selecting funds with low correlation and similar returns.
Use it with:
- The Asset Class Illustrator to diversify a portfolio and help manage risk.
- The Fund Screener to maintain exposure to a sector while replacing a specific security with an iShares ETF.
Core/Satellite Portfolio Builder
Build an optimal mix of index and active investments.
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Play a demo
Tool Tutorial: Core-Satellite Portfolio Builder
(Length: 6 minutes)
Take a quick tour of the Core-Satellite Portfolio Builder Tool to learn how combining index and active investments can help manage risk.
Use it to:
- Understand the active risk (tracking error) of an investment relative to its active return.
- Print a report to facilitate client discussions on risk management.
Use it with:
- The Correlation Calculator to identify opportunities to diversify a portfolio.
- The Asset Class Illustrator to understand total risk and return.
Research and Performance
Fund Comparison
Evaluate iShares ETFs and mutual funds side-by-side.
Use it to:
- Identify iShares ETFs that correlate highly to another fund or correspond to another fund's prospectus benchmark or Morningstar category.
- Compare the performance, risks, holdings, and costs of selected funds.
- Generate client-friendly reports reflecting investment results.
Fund Screener
Dynamically filter iShares ETFs by a wide range of criteria including asset class, holdings and sector exposure.
Use it to:
- See which iShares ETFs hold a particular security.
- Explore funds easily with a graphic interface.
- Download the results.
Use it with:
- The Correlation Calculator to maintain exposure to a sector while replacing a specific security with an iShares ETF.
Quotes & Charts
View a summary of intra-day market quotes for all iShares ETFs or other securities.
Use it to:
- View intra-day quotes for any ETF, security or fund.
- Perform a technical analysis and compare multiple securities.
Index Returns Chart
Research index performance and track your favorite benchmarks.
Use it to:
- Find the return of more than 150 worldwide indexes.
- Compare returns by asset class, market segment, country and sector.
- See which iShares ETF is associated to each index.
- Make tactical calls regarding sector rotation.
Index Comparison Tool
Research and compare indexes.
Use it to:
- Perform side by side comparisons of index attributes such as holdings, market capitalization and returns.
- Tailor your own comparison of indexes.
- Choose which iShares ETF to add to a portfolio.
Tracking Error Chart
Examine how closely an iShares ETF tracks to its index.
Use it to:
- Check iShares ETF returns in comparison to their stated benchmarks.
- Download historical net asset values, distributions and index levels.
- Print a chart for client discussions or further research.
Premium/Discount Chart
Research how closely an iShares ETF is priced to net asset value.
Use it to:
- View the number of days iShares ETFs have traded at a premium or discount.
- Examine or download daily historical data by for the last four quarters.
Historical Returns Tool
Dynamically generate historical returns for iShares ETF products
Use it to:
- Create a list of funds to compare historical returns in multiple file formats
- Generate total returns for market price, NAV, and index for specific date ranges and frequencies
Performance Reports Tool
Research and monitor iShares ETF performance.
Use it to:
- View daily, monthly, month-by-month and annual performance.
- Download data into Excel for printing and further analysis.
