BlackRock laajentaa iShares ESG ETF -valikoimaansa tuodakseen vastuullisuuden normiksi sijoittamisessa

Markkinoiden myllerryksen testatessa sijoitussalkkujen kestävyyttä BlackRock laajentaa vastuullisen sijoittamisen ETF-rahastovalikoimaansa kolmella uudella rahastolla. Ne on tarkoitettu sijoittajille, jotka haluavat hallita ympäristöön, sosiaaliseen vastuuseen ja hallintotapaan (ESG) liittyvien tekijöiden riskejä pitkällä aikavälillä. Rahastojen perustaminen on viimeisin osoitus BlackRockin aikeesta tehdä vastuullisuudesta normi sijoittamisessa ja tarjota asiakkaille lisää mahdollisuuksia sijoittaa vastuullisesti.

Sijoittajat käyttävät iShares-ETF:iä päästäkseen eri markkinoille ja tehdäkseen sijoituksia nopeasti ja kustannustehokkaasti epävarmassa markkinatilanteessa. Samalla vastuullisen sijoittamisen suosio jatkaa kasvuaan. Yksistään helmikuussa vastuullisen sijoittamisen ETF:iin virtasi varoja globaalisti 5,7 miljardia dollaria, josta 1,2 miljardia viime viikolla eli viikolla 9 (Lähde: BlackRock).

Tuotevalikoiman laajentaminen antaa enemmän vaihtoehtoja 

Tammikuussa BlackRock sitoutui kaksinkertaistamaan vastuullisen sijoittamisen iShares ESG ETF- ja indeksirahastojen valikoimansa vuoden 2021 loppuun mennessä. Uusista ETF-rahastoista kaksi on olemassa olevien iShares UCITS ETF -lippulaivarahastojen ESG-versioita. Ne laajentavat salkunrakennustyökaluja, joiden avulla sijoittajat voivat parantaa ESG-arvojaan järkevästi ja samalla optimoida kykynsä seurata markkina-arvoilla painotettuja indeksejä. Kolmas uusista ETF-rahastoista yhdistää ESG-tekijät ja mahdollisuuden sijoittaa megatrendien tai muiden maailmantaloutta mullistavien tekijöiden pohjalta.

Kolme uutta ETF-rahastoa ovat:

• iShares MSCI EMU SRI UCITS ETF (SMUA): Rahasto mahdollistaa sijoittamisen kohdennetusti sellaisten Euroopan talous- ja rahaliiton (EMU) -alueen yritysten osakkeisiin, joilla on korkeimmat ESG-pisteet. Rahasto seuraa MSCI EMU SRI Select Reduced Fossil Fuel -indeksiä, ja sen kulusuhde (TER) on 0,20 %. Rahasto on ESG-versio iShares Core MSCI EMU UCITS ETF (CEU) -rahastosta.

• iShares $ Corp Bond ESG UCITS ETF (SUOU): Rahasto on ESG-versio iShares $ Corp Bond UCITS ETF (LQDE) -lippulaivarahastosta, johon on sijoitettu varoja yli 6,8 miljardia dollaria. Rahaston kautta voi sijoittaa investointiluokan (IG) USD-määräisiin yrityslainoihin, joiden MSCI ESG -luokitus on korkea. Rahasto seuraa Bloomberg Barclays MSCI US Corporate Sustainable SRI -indeksiä. Rahaston kulusuhde (TER) on 0,15 %.

• iShares Smart City Infrastructure UCITS ETF (CITY): Temaattinen rahasto pyrkii hyötymään kaupungistumisesta ja mahdollisuuksista, joita syntyy uuden sukupolven älykkäissä megakaupungeissa ja niiden vastuullisessa tavassa elää. STOXX Global Smart City Infrastructure -indeksi huomioi ESG-seulontakriteerit tietyillä toimialoilla sekä riskit ja ristiriitaisuudet. Rahaston kulusuhde (TER) on 0,40 %.

Stephen Cohen, BlackRockin EMEA-alueella iSharesista vastaava johtaja sanoo: “Juuri kun sijoittajat ovat ottaneet käyttöön indeksisijoittamisen perinteisissä sijoitussalkuissaan tehdäkseen niistä tehokkaita, läpinäkyviä ja skaalautuvia, ETF:t mahdollistavat heille aktiivisen vastuullisen sijoittamisen tavoitteiden tavoittelun ja omien sijoitustulostensa hallinnan. ESG-versioiden tarjoaminen lippulaivatuotteistamme ja innovatiivisten temaattisten tuotteiden tarjoaminen kiihdyttää ETF-tuotteiden käyttöä, koska sijoittajat etsivät tehokkaimpia työkaluja sijoittamisessaan.”

Carolyn Weinberg, BlackRockin iShares-tuotteiden globaali johtaja sanoo: “Vastuullisuusindeksien metodologian läpinäkyvyys antaa salkunrakentajille mahdollisuuden ilmaista omia ESG-tavoitteitaan, kun vastuullisten sijoitussalkkujen kysyntä kasvaa. Sijoittajat käyttävät eri keinoja soveltaessaan ESG-kriteerejä ETF:iä käyttävissä salkuissaan. Kun laajennamme globaalia tuotevalikoimaamme, autamme asiakkaitamme tekemään harkittuja sijoituspäätöksiä saavuttaakseen tavoitteensa.”

Alkuperäinen lehdistötiedote kokonaisuudessaan alla. Mikäli käännöksessä on eroja alkuperäiseen tiedotteeseen, alkuperäinen tiedote pätee.

 

BlackRock expands iShares ESG ETF range in quest to make sustainable its standard for investing

Demand for sustainable investing grows unabated amid market uncertainty

5 March: As market turbulence tests the resilience of portfolios, BlackRock is broadening its range of sustainable exchange traded funds (ETFs) with three new products for investors looking to manage long term risks relating to environmental, social and governance (ESG) factors. The launches represent the latest development in BlackRock’s commitment to making sustainability its standard for investing, and provide clients with a growing set of options to invest sustainably.

Investors are turning to iShares ETFs to access markets and make portfolio allocations quickly and cost-effectively amid market uncertainty, and the trend towards sustainability continues unabated. Global sustainable ETF industry attracted $5.7bn in February alone, $1.2bn of which came last week[1]. 

Greater choice with an expanded range 

In January, BlackRock committed to doubling its offering of iShares ESG ETFs and index funds by the end of 2021. Two of the new ETFs are ESG equivalents of existing flagship IShares UCITS ETFs. They broaden the suite of portfolio building blocks that enables investors to improve ESG scores meaningfully while still optimizing their ability to closely track market-cap weighted indexes. A third product combines exposure to megatrends or transformative forces shaping the global economy with ESG criteria.

The three new products are:

• iShares MSCI EMU SRI UCITS ETF (SMUA): provides targeted exposure to companies within the European Monetary Union stock market with the highest ESG scores. It tracks the MSCI EMU SRI Select Reduced Fossil Fuel index and carries a TER of 0.20%. The fund is the ESG alternative to the iShares Core MSCI EMU UCITS ETF (CEU)

• iShares $ Corp Bond ESG UCITS ETF (SUOU): an ESG alternative to the flagship iShares $ Corp Bond UCITS ETF (LQDE), which currently holds over USD 6.8bn in assets, this fund offers exposure to investment grade USD-denominated corporate bonds with high MSCI ESG ratings. It tracks the Bloomberg Barclays MSCI US Corporate Sustainable SRI index and carries a TER of 0.15%

• iShares Smart City Infrastructure UCITS ETF (CITY): A thematic fund aiming to capitalize on the opportunities presented by the new generation of smart megacities offering sustainable ways of living, in the wake of the global migration from the countryside to cities. The STOXX Global Smart City Infrastructure index also incorporates ESG screening criteria for certain sectors, risks and controversies. The fund carries a TER of 0.40%.

Stephen Cohen, Head of iShares EMEA at BlackRock said: “Just as investors have embraced index investing for efficient, transparent and scalable market exposures in traditional portfolios, ETFs are enabling investors to actively pursue sustainability objectives and take control of their investment outcomes. Providing ESG equivalents to our flagship products while providing innovative thematic products will further steepen the ETF adoption curve, as investors seek out the most efficient market exposure tools with which to navigate markets.”

Carolyn Weinberg, Global Head of iShares Product at BlackRock said: “The transparency of sustainable indexing methodologies empowers portfolio builders to articulate their ESG goals, as the demand for sustainable portfolios grows. Investors are taking different routes to embed ESG criteria within their portfolios using ETFs. As we extend our global range we are placing a strong emphasis on helping clients make deliberate investment choices to achieve their objectives.”

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of December 31, 2019, the firm managed approximately $7.43 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate 

About iShares

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 900+ exchange traded funds (ETFs) and $2.24 trillion in assets under management as of December 31, 2019, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm². 

¹ The specific exclusion criteria, such as revenue thresholds, vary by screen.

² Based on $7.43 trillion in AUM as of 12/31/19.

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The value of investments and the income from them can fall as well as rise and are not guaranteed. You may not get back the amount originally invested. The value of investments involving exposure to foreign currencies can be affected by exchange rate movements. We remind you that the levels and bases of, and reliefs from, taxation can change. BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager. In respect of the products mentioned this document is intended for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. This document may not be distributed without authorisation from BlackRock. Product Risks iShares Smart City Infrastructure UCITS ETF USD (Acc) Concentration Risk, Counterparty Risk, Emerging Markets Risk, Equity Risk, Environmental, Social and Governance (ESG) Risk, Liquidity Risk, Smaller Companies Risk Description of Product Risks Concentration Risk Investment risk is concentrated in specific sectors, countries, currencies or companies. This means the Fund is more sensitive to any localised economic, market, political or regulatory events.

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[1] Week of February 24, 2020. Source: BlackRock