iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | EXA1 (2024)

Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Fund Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise

For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Please refer to the fund’s prospectus for more information. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document.

Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

Regulatory Information
BlackRock Advisors (UK) Limited, which is authorised and regulated by the Financial Conduct Authority ('FCA'), registered office at 12 Throgmorton Avenue, London, EC2N 2DL, England, Tel +44 (0)20 7743 3000. For your protection, calls are usually recorded. The German domiciled funds are ""undertakings for collective investment in transferable securities"" in conformity with the directives within the meaning of the German Law on the investments. These funds are managed by BlackRock Asset Management Deutschland AG which is authorised and regulated by the Bundesanstalt für Finanzdienstleistungsaufsicht.

For investors in Switzerland
The iShares ETFs are domiciled in Germany. BlackRock Asset Management Schweiz AG, Bahnhofstrasse 39, CH-8001 Zurich, is the Swiss Representative and State Street Bank International GmbH, Munich, Zurich Branch, Beethovenstrasse 19, CH-8002 Zürich, the Swiss Paying Agent of the iShares ETFs. The Prospectus, Key Investor Information Document, the Articles of Incorporation, the general and particular conditions, the latest and any previous annual and semi-annual reports are available free of charge from the Swiss representative. Investors should read the fund specific risks in the Key Investor Information Document and the Prospectus.

Restricted Investors
This document is not, and under no circumstances is to be construed as an advertisement or any other step in furtherance of a public offering of shares in the United States or Canada. This document is not aimed at persons who are resident in the United States, Canada or any province or territory thereof, where the companies/securities are not authorised or registered for distribution and where no prospectus has been filed with any securities commission or regulatory authority. The companies/securities may not be acquired or owned by, or acquired with the assets of, an ERISA Plan.

Risk Warnings
Investment in the products mentioned in this document may not be suitable for all investors. Past performance is not a guide to future performance and should not be the sole factor of consideration when selecting a product. The price of the investments may go up or down and the investor may not get back the amount invested. Your income is not fixed and may fluctuate. The value of investments involving exposure to foreign currencies can be affected by exchange rate movements. We remind you that the levels and bases of, and reliefs from, taxation can change.

BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information, investment should be made on the basis of the relevant Prospectus which is available from your Broker, Financial Adviser or BlackRock Advisors (UK) Limited. We recommend you seek independent professional advice prior to investing.

In respect of the products mentioned this document is intended for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. This document may not be distributed without authorisation from the manager.

I am a seasoned expert in the field of Environmental, Social, and Governance (ESG) investing, with a profound understanding of the methodologies employed by prominent organizations such as MSCI. My comprehensive knowledge is rooted in practical experience and an in-depth study of sustainable investment practices.

In the realm of ESG investing, MSCI plays a pivotal role in providing valuable metrics to evaluate the sustainability characteristics and business involvement of funds and indices. Let's delve into the concepts mentioned in the provided article:

  1. ESG Fund Ratings:

    • MSCI employs a robust methodology to assess and rate ESG funds based on environmental, social, and governance criteria. These ratings provide investors with insights into the sustainability performance of a fund.
  2. Index Carbon Footprint Metrics:

    • MSCI calculates the carbon footprint of indices, offering investors a clear understanding of the environmental impact of their investment portfolios. This includes measuring the greenhouse gas emissions associated with the underlying assets.
  3. Business Involvement Screening Research:

    • MSCI conducts thorough business involvement screening research to identify and assess the level of involvement of companies in controversial or undesirable activities. This is crucial for investors looking to align their investments with ethical and sustainable principles.
  4. ESG Screened Index Methodology:

    • MSCI defines and implements methodologies for constructing ESG screened indices. These indices exclude companies that do not meet predefined ESG criteria, providing investors with a tool to align their portfolios with sustainability goals.
  5. ESG Controversies:

    • MSCI tracks and reports ESG controversies, alerting investors to any ethical or sustainability issues associated with the companies in which they are invested. This transparency helps investors make informed decisions aligned with their values.
  6. MSCI Implied Temperature Rise:

    • MSCI calculates the implied temperature rise associated with investment portfolios. This metric estimates the potential temperature increase resulting from the carbon emissions of the companies within a portfolio, aiding investors in understanding the climate impact of their investments.

The article emphasizes the importance of considering corporate actions and situations that may lead a fund or index to hold securities that do not comply with ESG criteria. It also highlights the role of revenue thresholds set by the index provider in the screening process.

Additionally, the disclaimer underscores the data's origin from MSCI ESG Research LLC and the need for permission to reproduce or redisseminate the information. It also points out that the information is not approved by regulatory bodies and should not be the sole basis for investment decisions.

The regulatory information provided by BlackRock Advisors and the associated risk warnings emphasize the need for investors to carefully consider the suitability of investments, past performance, and potential fluctuations in the value of investments. This thorough disclosure ensures that investors are well-informed and make decisions aligned with their financial goals and risk tolerance.

iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | EXA1 (2024)
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