Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
BUILDING BLOCKS FOR AN ACTIVE CORE
Active low-cost asset allocation building blocks that seek to outperform the market year in, year out. We do this by leveraging both human and data-driven investment insights to deliver consistent, repeatable returns on investment whilst limiting tracking error at the core of your portfolio.1
WE DO IT DIFFERENTLY
We combine the passion, creativity and expertise of our investment team with the power of cutting-edge technologies like AI and machine learning. To do this, we review traditional data sets such as balance sheets and quarterly reports. We also review traditional and alternative data sets including job postings and employee sentiment to uncover the insights that drive future returns.
Our innovative process gives us access to hundreds of real-time insights across a vast universe of assets. We do this faster and with higher attention to detail than traditional investment methods, aiming to seek improved returns across a whole portfolio.
5 EXPOSURES
Each ETF is powered by the insight and innovation from our 37+ years’ tried and tested systematic team, backed by the global leaders in ETFs.²
DISCOVER MORE ABOUT EQUITY ENHANCED ETFs
Above market returns at the core
Equity Enhanced ETFs keep the value of active selection within a cost-effective and transparent ETF wrapper.
Efficient risk-taking
We seek to deliver the most effective use of risk budget by taking hundreds of small, data-driven insights to minimise unwanted risks whilst seeking to outperform the market.
Scalable, repeatable
Our investment process blends human ingenuity with big data and AI to interpret real-time data across a broad investment universe, delivering a dependable, scalable and robust process.
BRINGING THE “BEST OF BOTH WORLDS”
Our innovative process harnesses our in-house cutting-edge technology to analyse hundreds of real-time insights across 800+ data signals. We assess data signals across fundamental, sentiment, macro, and ESG characteristics of 15,000+ stocks and shares daily. All of this is done in greater detail than traditional fundamental investing to help generate differentiated above market returns. *
Unlike others, we combine our team's passion and expertise with technologies like AI and machine learning. With 37+ years of systematic investing experience, we believe human expertise remains our competitive edge.3**
We’re proud of our unique process that integrates fundamental inputs with data science to amplify human ingenuity, bringing the “best of both worlds”.
WHY iSHARES FOR ACTIVE ETFs
The iShares Equity Enhanced Active ETF range brings investors a powerful combination of BlackRock’s active management capabilities through our BlackRock Systematic team (BSYS) with the breadth and scale of the global leader in ETFs by AUM.2
DEEP EXPERTISE
The BlackRock Systematic team manages US$222 billion in AUM, backed by a team of 220+ dedicated professionals with 37+ years of investing experience.2
iShares, the leader in the ETF marketplace by AUM for more than two decades, used by over 43 million investors around the world, with more 4 and 5 star ETFs than any of our competitors. 4
VAST SCALE
The BlackRock Systematic team analyses 15,000+ global equities daily with 45+ global developed and emerging markets covered.
Benefit from the breadth and scale of iShares, the world’s largest ETF provider with over 1,400 ETFs and over US$3.3trn assets under management.2
FUND CHARACTERISTICS
1Source: These targets are the investment manager’s internal guidelines only to achieve the fund’s investment objectives and policies as stated in the prospectus. There is no guarantee that these targets will be met.
2Source: BlackRock Global Business Intelligence as of 31 March 2024. Based on AUM, 31 March 2024, Morningstar.
3Source: BlackRock Global Business Intelligence as of 31 March 2024.
4As recognised by Morningstar.
* A fundamental relates to insights taken from a financial statements and other economic indicators.
** Systematic investing uses a structured, rule-based approach driven by data analysis and advanced technologies to construct portfolios. This method aims for consistent, long-term results by removing emotional bias and ensuring a transparent investment processes.