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RS’ TOP 5 ESG GES
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Making sense of the data
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Picture a snowball rolling down a hill, getting bigger and gaining momentum the longer it travels. The shift towards sustainable investing is our snowball. And it is gathering momentum – European investors expect nearly 50% of their assets under management to be sustainable by 2025, compared with 21% in 2020.¹
However, sustainable investing is complex, with no one-size-fits-all approach. After conducting over 100 client interviews², we identified five challenges that European investors face with the shift towards sustainable investing:
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Building a sustainable portfolio tailored to specific requirements can be time-consuming. It is also challenging for investors to assess their current portfolio against ESG metrics and then determine which product substitutions will make their portfolio more sustainable.
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Choosing the right product
When you invest with iShares, you get access to the broader added value, experience and expertise of BlackRock.
• Our Portfolio Analysis and Solutions team can help evaluate your portfolio’s holistic sustainability profile to assess your portfolio against ESG metrics.
In the first half of 2021, 48 sustainable ETFs launched industry wide in Europe alone.⁴ With a growing number of sustainable investment products available, investors need sustainable ETFs that are built with quality at the forefront, with a provider that is aligned to local regulations and the fast-changing sustainable landscape.
• We can evolve your portfolio’s sustainability metrics with product substitutions, using alpha- seeking, factor and index sustainable funds.
The BlackRock Sustainable Investing framework classifies iShares ETFs and index products according to four sustainable approaches.
• We can build a sustainable proposition based on your sustainability objectives.
3 Choosing the right product
At iShares, we are committed to offering transparency, consistency, and expertise with analysing and interpreting ESG data, driving a push for standardisation across the industry.
Transitioning portfolios
N SCREENED For professional investors only EUROPEAN
Sustainable data, metrics and calculations vary per provider and interpretation differs – all of which makes it difficult for investors to quantify the sustainable output of their investments. Investors need to trust that a provider is taking a robust, rigorous approach when assessing the quality and accuracy of ESG data.
In 2020, we added 1,200 sustainability metrics to Aladdin, our risk and portfolio management system, and established multiple partnerships with data analytics firms.³ This data feeds into our risk management platform and our investment process – from research to portfolio construction, modelling, and risk management and reporting.
ESG BROAD
Funds with an explicit E which may include a ta quantifiable ESG outco
INVESTORS’ TOP 5 ESG CHALLENGES
2
Making sense of the data
4 ESG THEMATIC
Funds that focus on a p Environmental, Social, Governance theme.
IMPACT
Funds that seek to gen measurable sustainabl alongside a financial re
Sustainable data, metrics and calculations vary per provider and interpretation differs – all of which makes it difficult for investors to quantify the sustainable output of their investments. Investors need to trust that a provider is taking a robust, rigorous approach when assessing the quality and accuracy of ESG data.
In 2020, we added 1,200 sustainability metrics to Aladdin, our risk and portfolio management system, and established multiple partnerships with data analytics firms.³ This data feeds into our risk management platform and our investment process – from research to portfolio construction, modelling, and risk management and reporting.
At iShares, we are committed to offering transparency, consistency, and expertise with analysing and interpreting ESG data, driving a push for standardisation across the industry.
BlackRock, “Sustainability Goes Mainstream, 2020 Gl EMEA results, December 2020, Survey of 425 clients re AUM.
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² BlackRock, as at 30 June 2021, EMEA Client Sustaina ³ BlackRock’s 2020 sustainability actions
In the first half of 2021, 48 sustainable ETFs launched industry wide in Europe alone.⁴ With a growing number of sustainable investment products available, investors need sustainable ETFs that are built with quality at the forefront, with a provider that is aligned to local regulations and the fast-changing sustainable landscape.
The BlackRock Sustainable Investing framework classifies iShares ETFs and index products according to four sustainable approaches.
To learn more about investing in su
Capital at risk. The value of investments and th amount originally invested. Past performance is when selecting a product or strategy. This mate Rules) only and should not be relied upon by a the Financial Conduct Authority. Registered offi Please refer to the Financial Conduct Authority reserved. 1839402
With more sustainable ETFs registe European stock exchanges than any iShares gives you choice to select th meets your needs and clarity throug investing framework.⁵
The emerging climate trend
Climate change has emerged as a c investors to consider; in fact, it is w that climate risk is investment risk. natural disasters led to an estimate in damages – the highest ever reco with other ESG principles, investors how to incorporate climate conside portfolios.
iShares has three approaches to clim help investors navigate our range an climate option for them.
Funds that seek to trac that eliminate exposure business areas.
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