
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.
Fixed Income Portfolio Builder
Build a fixed income portfolio based on a client's risk/return objectives.
Correlation Calculator
Create more diversified portfolios and identify similar investment opportunities.
Research and Performance
Fund Screener
Dynamically filter iShares ETFs by a wide range of criteria including asset class, holdings and sector exposure.
Quotes & Charts
View a summary of intra-day market quotes for all iShares ETFs or other securities.
Historical Returns Tool
Dynamically generate historical returns for iShares ETF products