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:
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as fuel your personal passions.
E
S
O the fees of the
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U 1/3 average active
P
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A mutual fund HELP BUILD
H
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A BETTER
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S the tax cost of the
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V average active
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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.
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" 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] > ` ̽Ã
> } v>ÃÌ «À }ÀiÃð
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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
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amount needed to invest, like there is with some $400 billion by 2028. iShares provides investors
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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
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N O V E M B E R 3 0 , 2 0 1 9 F O R B E S . C O M

