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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 | PA I D P R O G R A M

GO BROAD WITH ESG INVESTING SOURCES:

ESG investing evaluates companies on their 1
Berkshire Hathaway annual report, February 2018.
environmental (E), social (S) and governance (G) 2 Investment Company Institute, ETFGI as of March 2018 (as
business practices. quoted in a BlackRock report titled “Four Big Trends to Drive

ETF Growth.”)
Environmental (“E”) criteria can include a 3 BlackRock, as of 2019. There is no guarantee this projection 73
company’s carbon and toxic emissions, impact will come to pass.
on biodiversity and resource consumption. Social 4 Investment Company Institute, as of 2019. I
(“S”) criteria examine companies’ impact on 5 BlackRock, as of July 2019. N
V
communities, employee treatment and product 6 Morningstar, as of 12/31/18. Comparison is between the E
S
quality. Governance (“G”) criteria can include board average Prospectus Net Expense Ratio for the iShares ETFs T

composition, executive pay and risk controls (0.34%) and active open-end mutual funds (0.96%). W
I
T
for things like corruption, bribery and 7 Morningstar, as of 12/31/18. “Tax Cost Ratio” is a H

accounting malpractice. Morningstar measure of the impact of taxes on capital gains A

P
and income distributions on performance. The average U
As an example, iShares ESG MSCI USA ETF (ESGU) w Ûi Þi>À />Ý
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P
provides access to higher ESG-rated companies managed open-end mutual funds available in the U.S. O
S
while seeking similar risk and return to the relevant (excluding municipal bond and money market funds) E
broad market. ESGU is one of seven iShares included in the comparison is 0.68% and 1.50%, respectively.
Sustainable Core funds, which allow investors to 8 Morningstar, as of 12/31/18. Comparison is between the
build a low-cost sustainable portfolio across stocks
average Prospectus Net Expense Ratio for the iShares ETFs
and bonds. (0.34%) and active open-end mutual funds (0.96%).

9 This is a hypothetical example for illustrative purposes only
and does not represent the performance of an iShares ETF.
GET SPECIFIC WITH THEMATIC 10 Some brokers/dealers may have a minimum order.

AND IMPACT INVESTING 11 “Unpacking the Sustainability Landscape,” Nielsen,
Nov. 9, 2018.
Thematic investing focuses on a particular E, S or G 12 BlackRock, as of Oct. 23, 2018. There is no guarantee the
issue, like clean energy. iShares Global Clean Energy projection will come to pass.
ETF (ICLN) provides exposure to companies from
around the world that produce energy from solar,
wind and other renewable sources.

IMPORTANT INFORMATION ABOUT

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iSHARES ETFs
measurable and sustainable outcome, like
environmental impact. iShares Global Green
Bond ETF holds bonds that are issued to fund Carefully consider the Funds’ investment
environmental projects. objectives, risk factors, and charges and
expenses before investing. This and

Bottom Line: With sustainable ETFs, you can seek to other information can be found in the

> i >
«>VÌ Ü i «ÕÀÃÕ } Þ ÕÀ w > V > } > ð Funds’ prospectuses or, if available, the
To get started, think about the issues you’re most summary prospectuses, which may be
interested in and your investment objectives. Visit obtained by visiting www.iShares.com or
ishares.com to learn more. www.blackrock.com. Read the prospectus

carefully before investing.

Investing involves risk, including possible loss
of principal.

N O V E M B E R 3 0 , 2 0 1 9 F O R B E S . C O M