Page 76 - Forbes - USA (November 2019)
P. 76

F O R B E S   B R A N D V O I C E   W I T H   i S H A R E S   |   P A I D   P R O G R A M







               VALUE                                                               Bottom Line: With iShares ETFs, you have a
                                                                                   variety of choices to help you meet your needs,

               Investing in actively managed mutual funds can be                   transparency to give you insight into your exposures
                                                                                   and a way to invest that is convenient for you. But
               costly, as professional asset managers need to be
               paid for their decision making.                                     there is a larger story here as well. The legendary
                                                                                   investor mentioned earlier gifted the winnings from
      72                                                                           his bet to Girls Inc. of Omaha. Consider iShares
               iShares ETFs are:
                                                                                   
/ Ã Ì   i « Þ Õ Ài>V  Þ ÕÀ w > V >  } > Ã >Ã Üi

                                                                                   as fuel your personal passions.
       E
       S
       O                                   the fees of the
       P
       R
       U         1/3                       average active
       P
                                                               6
       A                                   mutual fund                             HELP BUILD

       H
       T
       I
       W
                                                                                   A BETTER
       T
       S                                   the tax cost of the
       E
       V                                   average active
       N         1/2
       I                                                                           FUTURE WITH
                                           mutual fund         7
                                                                                   SUSTAINABLE


               Over 10 years, a hypothetical $10,000 investment
               in an active open-end mutual fund charging 0.96%                    ETFs
               in fees, with monthly contributions of $1,000 and an
               assumed compounded rate of return of 8%, would
                                                                  8
               grow to $190,450 and lead to $11,264 in fees.
               Everything else being equal, the same amounts
               invested in an ETF charging 0.34% in fees would grow                 More and more, consumers are changing the
               to $197,632 and lead to only $4,081 in fees.     9                   world through their buying decisions. According to
                                                                                    Nielsen, 73% of consumers say they would change
                                                                                    their consumption habits to reduce their impact on
              ACCESSIBILITY                                                         the environment.
                                                                                                       11


              " i  iÞ Li iwÌ  v 
/ Ã  Ã Ì >Ì Þ Õ V>  LÕÞ > ` Ãi                     But did you know you can seek to make an impact
              them throughout the day, just like stocks. All you                    as an investor, too? Sustainable investing, also
              need is a brokerage account. Mutual fund shares are                   commonly referred to as socially responsible
              typically bought and redeemed through the fund                        investing, is an investment strategy for those who
              company itself, at the net asset value of the day                     seek sustainable outcomes while pursuing their
              when the order was placed, usually calculated at                      w > V >  } > Ã] > `  ̽à 
>   } v>ÃÌ «À }ÀiÃð 
/ Ã
              4 p.m. With ETFs, you can place a trade at the                        are among the fastest-growing types of investment
              current market price throughout the day.                              vehicles to access sustainable investment strategies.


              With ETFs, you buy shares, just like stocks of                        BlackRock projects that global sustainable ETF
              individual companies, but there is no minimum                         assets will grow from $25 billion today to more than
                                                                                                           12
              amount needed to invest, like there is with some                      $400 billion by 2028.  iShares provides investors
                              10
              mutual funds.  As long as you can afford the cost of                  with a range of options—outlined on the next
              the share, you can purchase it.                                       page—for aligning their sustainability goals with
                                                                                    Ì i À w > V >   L iVÌ Ûið







              N O V E M B E R   3 0 ,   2 0 1 9                                                                                   F O R B E S . C O M
   71   72   73   74   75   76   77   78   79   80   81