ENVIRONMENTAL, SOCIAL, AND GOVERNANCE FUNDS
“Sustainable investing means combining traditional financial analysis with Environmental, Social, and Governance (ESG) insights. The acronym ESG describes the metrics that drive sustainable security selection.” – www.ishares.com
Important Note: We are not financial advisors. The following unaltered fund descriptions have been gathered from the iShare website and were last updated on 2023-01-13. Always speak to a financial advisor and complete further due diligence and research before investing in any of the following products. These funds are constantly changing and adapting in composition, so it is always important to get current advice.
TICKER: ICLN
iShares Global Clean Energy ETF
INVESTMENT OBJECTIVE
The iShares Global Clean Energy ETF (ICLN) seeks to track the investment results of an index composed of global equities in the clean energy sector.
Why ICLN?
1. Exposure to companies that produce energy from solar, wind, and other renewable sources
2. Targeted access to clean energy stocks from around the world
3. Use to express a global sector view
FOR MORE INFO: https://www.ishares.com/us/products/239738/ishares-global-clean-energy-etf
TICKER: SDG
iShares MSCI Global Sustainable Development Goals ETF
INVESTMENT OBJECTIVE
iShares MSCI Global Sustainable Development Goals ETF seeks to track the investment results of an index composed of companies that derive a majority of their revenue from products and services that address at least one of the world’s major social and environmental challenges as identified by the United Nations Sustainable Development Goals.
Why SDG?
1. Obtain exposure to global stocks aiming to advance themes related to the United Nation’s Sustainable Development Goals, such as education or climate change.
2. Target companies with leading ESG business practices that also build their business around products and services that may drive positive change.
3. Use to increase exposure to sustainable themes in an equity portfolio.
FOR MORE INFO: https://www.ishares.com/us/products/283378/ishares-msci-global-sustainable-development-goals-etf
TICKER: BGRN
iShares USD Green Bond ETF
INVESTMENT OBJECTIVE
The iShares USD Green Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade green bonds that are issued by U.S. and non-U.S. issuers to fund environmental projects.
Why BGRN?
1. Exposure to U.S. dollar-denominated, investment-grade green bonds whose proceeds are exclusively applied to projects or activities that promote climate or other environmental sustainability purposes.
2. Pursue a measurable environmental impact from your investment.
3. Use to build a sustainable fixed-income portfolio and diversify your equities for the long term.
FOR MORE INFO: https://www.ishares.com/us/products/305296/ishares-usd-green-bond-etf
TICKER: XVV
iShares ESG Screened S&P 500 ETF
INVESTMENT OBJECTIVE
iShares ESG Screened S&P 500 ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities.
Why XVV?
1. Seek to eliminate exposure to certain controversial business areas while accessing large-cap U.S. stocks.
2. Low-cost access to large-cap U.S. stocks screened for sustainability considerations.
3. Use to build a sustainable equity portfolio for the long term.
FOR MORE INFO: https://www.ishares.com/us/products/315917/ishares-esg-screened-s-p-500-etf
TICKER: XJH
iShares ESG Screened S&P Mid-Cap ETF
INVESTMENT OBJECTIVE
The iShares ESG Screened S&P Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities.
Why XJH?
1. Seek to eliminate exposure to certain controversial business areas while accessing mid-cap U.S. stocks.
2. Low-cost access to mid-cap U.S. stocks screened for sustainability considerations.
3. Use to build a sustainable equity portfolio for the long term.
FOR MORE INFO: https://www.ishares.com/us/products/315914/ishares-esg-screened-s-p-mid-cap-etf
TICKER: XJR
iShares ESG Screened S&P Small-Cap ETF
INVESTMENT OBJECTIVE
The iShares ESG Screened S&P Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities.
Why XJR?
1. Seek to eliminate exposure to certain controversial business areas while accessing small-cap U.S. stocks.
2. Low-cost access to small-cap U.S. stocks screened for sustainability considerations.
3. Use to build a sustainable equity portfolio for the long term.
FOR MORE INFO: https://www.ishares.com/us/products/315920/ishares-esg-screened-s-p-small-cap-etf
TICKER: IWTR
iShares MSCI Water Management Multisector ETF
INVESTMENT OBJECTIVE
The iShares MSCI Water Management Multisector ETF seeks to track the investment results of an index composed of U.S. and non-U.S. companies that either 1) derive a proportion of their revenues from sustainable water products or services or 2) demonstrate relative efficiency in their water management.
Why IWTR?
1. Exposure to companies around the globe that may better manage water scarcity.
2. Comprehensive approach to investing in the water theme by accessing companies that either 1) derive a proportion of their revenues from sustainable water products or services or 2) demonstrate relative efficiency in their water management.
3. Use IWTR to express a high conviction view on water and invest in the theme of an increasingly scarce natural resource.
FOR MORE INFO: https://www.ishares.com/us/products/329650/ishares-msci-water-management-multisector-etf
TICKER: EFRA
iShares Environmental Infrastructure and Industrials ETF
INVESTMENT OBJECTIVE
The iShares Environmental Infrastructure and Industrials ETF seeks to track the investment results of an index composed of U.S. and non-U.S. companies that provide infrastructure and industrials solutions aiming to support energy efficiency and emissions mitigation, pollution reduction or land and resource optimization.
Why EFRA?
1. Invests in companies providing solutions for energy efficiency and emissions mitigation, pollution reduction, or land and resource optimization
2. Accesses companies around the globe that could benefit from an increase in infrastructure spending
3. Offers investors who possess a high conviction view on the environmental infrastructure theme an efficient vehicle to participate in the market
FOR MORE INFO: https://www.ishares.com/us/products/315914/ishares-esg-screened-s-p-mid-cap-etf
TICKER: BECO
BlackRock Future Climate and Sustainable Economy ETF
INVESTMENT OBJECTIVE
The BlackRock Future Climate and Sustainable Economy ETF seek to maximize total return by investing in companies that BlackRock Fund Advisors (“BFA”) believe are furthering the transition to a lower carbon economy.
Why BECO?
1. Diversified exposure to companies addressing climate change across sustainable energy, future of transport, circular economy and nutrition
2. Seek outperformance by accessing industries that can shape the global economic future by furthering the transition to a low-carbon economy
3. Trusted and experienced active management team with deep expertise in sustainable investing
FOR MORE INFO: https://www.ishares.com/us/products/320098/blackrock-future-climate-and-sustainable-economy-etf