iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
and iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD)
help investors integrate climate considerations and manage broader
ESG risks overall
Delivering on our commitment to expand our sustainable product
offering, iShares today launched the iShares ESG Advanced
Investment Grade Corporate Bond ETF (ELQD) and, on November 4,
2021, launched the iShares ESG MSCI USA Min Vol Factor ETF (ESMV).
ESMV and ELQD are sustainable versions of two of the firm’s
flagship equity factor and fixed income funds.1
Sustainable Investing in Flagship Strategies
“We are proud to further expand our lineup today with ESG factor
and fixed income funds. These funds further enable our clients to
build strong portfolios customized to their sustainable goals and
navigate the transition to a low carbon economy,” said Carolyn
Weinberg, Global Head of Product of the iShares and Index
Investment business at BlackRock. “We believe sustainable
characteristics are consequential to risk and return. Our
sustainable ETF platform aims to democratize sustainable investing
and provide choice to our clients in their pursuit to invest with a
focus on companies who score well in environmental, social, and
governance assessments. iShares globally has grown our ETF and
index fund product suite from 35 in 2018 to 175 today.”
Building on BlackRock’s heritage as an industry leader of both
factor and sustainable investing, ESMV offers a sustainable version
of the industry’s largest minimum-volatility ETF, the iShares MSCI
USA Min Vol Factor ETF (USMV).2 ESMV provides exposure to stocks
with potentially less risk and favorable environmental, social, and
governance characteristics.
Sustainable investing requires a nuanced approach in fixed
income due to a wide spectrum of debt instruments and maturities.
BlackRock launched the first US Corporate Bond ETF, iShares iBoxx $
Investment Grade Corporate Bond ETF (LQD), in 2002. ELQD builds on
BlackRock’s goal of innovating in the fixed income market by
providing investors with an investment grade corporate bond
exposure with climate-based screens and other ESG considerations.
By forming part of iShares’ existing ESG Advanced suite, the fund
provides exposure to issuers with average or above average ESG
ratings relative to their sector peers while employing 14 different
index screens designed to remove exposure to business activities
such as fossil fuels, civilian firearms, and gambling.3
Fund Name
Ticker
Index
Expense Ratio
iShares ESG MSCI USA Min Vol Factor
ETF
ESMV
MSCI USA Minimum Volatility Extended ESG
Reduced Carbon Target Index
0.18%
iShares ESG Advanced Investment Grade
Corporate Bond ETF
ELQD
iBoxx MSCI ESG Advanced USD Liquid
Investment Grade Index
0.18%
Expanding Leadership Across ESG, Factors and Fixed
Income
The launch of these two funds further expands iShares’ factor
and fixed income suites to include sustainable versions of flagship
products. These launches bring the total number of iShares
sustainable ETFs available to investors globally to over 150,
representing $149.1 billion in assets under management (AUM).4
iShares sustainable ETFs saw a record $47 billion of net inflows in
2020, and AUM has grown over 80% since the end of 2020, reflecting
growing prevalence of ESG risks and investor appetite for a
reallocation of capital toward sustainable solutions.5
This year marks the tenth anniversary of BlackRock’s flagship
iShares MSCI USA Min Vol Factor ETF and the firm continues to
evolve to meet market conditions and serve as a leading provider of
choice for investors around the globe. iShares is committed to
transforming sustainable investing by providing investors with
sustainable alternatives to help build better risk-adjusted,
long-term portfolios. The increasing number of sustainable ETFs,
including climate-oriented ETFs, will offer new and convenient ways
for all investors to access innovative strategies at a key moment
in the transition to a low-carbon economy.
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, we help millions of people build
savings that serve them throughout their lives by making investing
easier and more affordable. For additional information on
BlackRock, please visit www.blackrock.com/corporate | Twitter:
@blackrock | LinkedIn: www.linkedin.com/company/blackrock
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 $3.04
trillion in assets under management as of September 30, 2021,
iShares continues to drive progress for the financial industry.
iShares' funds are powered by the expert portfolio and risk
management of BlackRock.
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 or, if
available, the summary prospectuses which may be obtained by
visiting www.iShares.com or www.blackrock.com. Read the prospectus
carefully before investing.
Investing involves risk, including possible loss of
principal.
A fund's environmental, social and governance (“ESG”) investment
strategy limits the types and number of investment opportunities
available to the fund and, as a result, the fund may underperform
other funds that do not have an ESG focus. A fund's ESG investment
strategy may result in the fund investing in securities or industry
sectors that underperform the market as a whole or underperform
other funds screened for ESG standards. In addition, companies
selected by the index provider may not exhibit positive or
favorable ESG characteristics.
The iShares Minimum Volatility Funds may experience more than
minimum volatility as there is no guarantee that the underlying
index's strategy of seeking to lower volatility will be
successful.
Fixed income risks include interest-rate and credit risk.
Typically, when interest rates rise, there is a corresponding
decline in bond values. Credit risk refers to the possibility that
the bond issuer will not be able to make principal and interest
payments.
Prepared by BlackRock Investments, LLC, member FINRA.
This information should not be relied upon as research,
investment advice, or a recommendation regarding any products,
strategies, or any security in particular. This material is
strictly for illustrative, educational, or informational purposes
and is subject to change.
The iShares Funds are not sponsored, endorsed, issued, sold or
promoted by MSCI Inc. or Markit Indices Limited. Neither of these
companies make any representation regarding the advisability of
investing in the Funds. BlackRock is not affiliated with the
companies listed above.
©2021 BlackRock, Inc. All rights reserved. iSHARES and
BLACKROCK are trademarks of BlackRock, Inc., or its
subsidiaries in the United States and elsewhere. All other marks
are the property of their respective owners.
1 ESMV is a sustainable version of the iShares MSCI USA Min Vol
Factor ETF (USMV). ESMV seeks to track the MSCI USA Minimum
Volatility Extended ESG Reduced Carbon Target Index and USMV seeks
to track the MSCI USA Minimum Volatility (USD) Index. Both indexes
share the same parent index, the MSCI USA Index. ESMV’s and USMV’s
indexes are similar with the exceptions of the ESG, carbon
exposure, and business involvement considerations included in
ESMV’s index. ELQD, which seeks to track the iBoxx MSCI ESG
Advanced USD Liquid Investment Grade Index, is a sustainable
version of the iShares iBoxx $ Investment Grade Corporate Bond ETF
(LQD). LQD seeks to track the Markit iBoxx USD Liquid Investment
Grade Index, which is the parent index of ELQD’s index. 2
BlackRock, as of 11/4/2021. Based on USMV's AUM of $29.3B. 3
Screens are based on revenue or percentage of revenue thresholds
for certain categories (e.g. $500 million or 50%) and categorical
exclusions for others (e.g. nuclear weapons). 4 BlackRock, as of
11/5/2021 5 BlackRock with data from Markit and Bloomberg, as of
11/5/2021.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20211110005157/en/
MEDIA: Matt Kobussen Matt.Kobussen@BlackRock.com
646.231.0599
Federico Serrano Federico.Serrano@BlackRock.com
646.352.2218
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