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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.
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.
- Sample report
- Quick start guide
-
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 Portfolio Proposal Tool to understand total risk and return.
International Exposure Tool
Create a diversified portfolio of international investments.
- Quick start guide
-
Play a demo
Tool Tutorial: International Exposure Tool
(Length: 6 minutes)
Take a quick tour of the International Exposure Tool to learn how to select an iShares fund that best fits your clients' country and sector exposure goals.
Use it to:
- Identify options for gaining global and sector exposure.
- Understand country and sector exposure of iShares ETFs.
- Print a professional report to facilitate discussions with clients on international investing.
Use it with:
- The Asset Class Illustrator for further risk and return analysis.
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.
Use it with:
- The Quotes & Charts Tool to perform a detailed analysis of an iShares ETF or mutual fund.
Index Leaders & Trailers
Track index performance from your desktop.
System requirements:
- Windows XP or Windows Vista
- Internet connection - high speed recommended
- Permission to install software on your PC
- 1024x768 or greater monitor
Use it to:
- Follow the top three leading and trailing indexes directly on your desktop.
- See which iShares ETF is associated to each index.
iShares Fund Quick Finder
Quick access to iShares ETFs from your desktop.
System requirements:
- Windows XP or Windows Vista
- Internet connection - high speed recommended
- Permission to install software on your PC
- 1024x768 or greater monitor
Use it to:
- Find iShares ETFs by category and go directly to the fund page on iShares.com.
- Search iShares.com.
- Get the latest iShares news headlines.
Carefully consider the 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
or click
here
to view or download 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 may be subject to higher volatility. Bonds and bond funds will decrease in value as interest rates rise. Diversification and asset allocation may not protect against market risk.
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. Neither BGI nor SEI provides investment or tax advice.
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 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.
The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI). Barclays Global Fund Advisors (BGFA) serves as the investment advisor to the Funds. BGFA is a subsidiary of Barclays Global Investors, N.A., a majority-owned subsidiary of Barclays Bank PLC, none of which is affiliated with SEI.
©2009 Barclays Global Investors, N.A. All rights reserved. iShares® is a registered trademark of Barclays Global Investors, N.A. All other trademarks, service marks or registered trademarks are the property of their respective owners.
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 may be subject to higher volatility. Bonds and bond funds will decrease in value as interest rates rise. Diversification and asset allocation may not protect against market risk.
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. Neither BGI nor SEI provides investment or tax advice.
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 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.
The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI). Barclays Global Fund Advisors (BGFA) serves as the investment advisor to the Funds. BGFA is a subsidiary of Barclays Global Investors, N.A., a majority-owned subsidiary of Barclays Bank PLC, none of which is affiliated with SEI.
©2009 Barclays Global Investors, N.A. All rights reserved. iShares® is a registered trademark of Barclays Global Investors, N.A. All other trademarks, service marks or registered trademarks are the property of their respective owners.
© Copyright 2009