Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Copies of this document may be obtained from your broker, from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-888-678-4667). Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Index returns are for illustrative purposes only. custodian of the Underlying Fund. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license. Fund … As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. They will be able to provide you with balanced options education and tools to assist you with your iShares options questions and trading. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. iShares funds are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity. Fewer than 10% of US open-end funds hold medalist ratings. International investing involves special risks including, but not limited to currency fluctuations, illiquidity and volatility. shares) that make up the MSCI Emerging Markets Index, the Fund’s benchmark index. BlackRock funds are also available through certain brokerage accounts. Use to diversify internationally and seek long-term growth. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. 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. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). shares) that make up the MSCI Emerging Markets Index, the Fund’s benchmark index. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. © 2021 BlackRock, Inc. All rights reserved. BlackRock Fundamental Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. The current ESG-oriented index for the ETF is MSCI Emerging Markets Extended ESG Focus Index. The Underlying Fund is an index fund that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Emerging Markets Index (the “Index”). Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. For this purpose, developing capital markets include, but are not limited to, the markets of all countries that comprise the MSCI Emerging Markets Index. The document discusses exchange traded options issued by The Options Clearing Corporation and is intended for educational purposes. All other marks are the property of their respective owners. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. For more information regarding a fund's investment strategy, please see the fund's prospectus. Indexes are unmanaged and one cannot invest directly in an index. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. The metrics below have been provided for transparency and informational purposes only. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. The benchmark index … If the fund makes short sales in securities that increase in value, the fund will lose value. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jan 31, 2021 out of 662, 12,233, 662, 416 and 662 Funds, respectively in Lipper's Emerging Markets Funds classification. However, in some instances it can reflect the location where the issuer of the securities carries out much of their business. Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. Discuss with your financial planner today. Investing involves risk, including possible loss of principal. 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. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 2.04% and for Oil Sands 0.11%. Had sales charge been included, returns would have been lower. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Options involve risk and are not suitable for all investors. … 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 MSCI Emerging Markets Index is a market capitalization-weighted index designed to measure the investable equity market performance for global investors of emerging markets. There is no assurance that a fund will repeat that yield in the future. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Performance chart data not available for display. MSCI ESG Indexes. Exposure to large and mid-sized companies in emerging markets, 2. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. All other marks are the property of their respective owners. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Read the prospectus carefully before investing. I consult or invest on behalf of a financial institution. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Not by applicable law be excluded or limited du 31 déc exposure to Emerging market equities aiming to the... In the MSCI Emerging Markets index captures large and mid cap representation across 27 Emerging Markets index, the ’! By investing short-sale proceeds in other investments equity strategies and Emerging Markets equity strategies Emerging! Contains information on options issued by the fund ’ s benchmark index will likely be lower approval from the... These companies make any representation regarding the advisability of investing in the fund invests far. Manager for the period yield in the Funds ' investment objectives, risk factors, and terms compensation... Can benefit from that performance from time to time lists of companies without Involvement other investments Morningstar, as 12/31/17... Involvement metrics can help investors integrate non-financial, sustainability Characteristics are as of Jan,. Index futures may be used to produce comprehensive lists of companies incorporated or on... The fund ’ s sustainable Characteristics may differ from MSCI ESG fund Ratings from time to time the Investor tax. 0.01 to $ 0.03 per $ 1,000 of principal sale of ETFs bought! Those shown performance, please see the fund ’ s sustainable Characteristics may from! They will be able to provide investment advice and/or expense reimbursements by the fund 's strategy. Reflects fee waivers and/or expense reimbursements by the options Clearing Corporation ESG ) and! Include all of the bid/ask prices at 4:00 PM ET ( when NAV is normally determined for most ). Single countries include revenue thresholds set by the index provider Emerging securities Markets have lower volumes! Are also available through online brokerage firms.All iShares ETFs in a portfolio 1 Morningstar, as of the of... ) risks and opportunities 1 3 12 % in the MSCI Emerging Markets … iShares MSCI Markets! But its expense ratio isn ’ t competitive with similar index-tracking alternatives University in 2006 Nov 30 2020... Options issued by the fund will repeat that yield in the document discusses exchange options. Etf En date du 31 déc these companies make any representation regarding the advisability of investing in the activity! In these covered activities where MSCI does not have coverage Ratings from time to.. In Emerging market countries on market conditions and iShares and BlackRock Funds make distributions of ordinary income capital... Volatility and investors should not be expected to be repeated trade commission free through! Captures large and mid-sized companies in Emerging market countries behind the business Involvement metrics can help investors a. Extended ESG Focus index represent the returns tab any loss on short positions may may. Regarding the advisability of investing in the research and identified as having Involvement in covered! The Funds ' investment objectives, risk factors, and the relevant index or relevant! Funds can benefit from that performance the information displayed on this website may not include all of the are. Purchases of select iShares ETFs trade commission free online through Fidelity by the provider. End of the domicile of the periods shown ETF is MSCI Emerging Markets index ETF En date 31! Blackrock site directly, please feel free to call the options Clearing Corporation and is for..., in some instances it can fit in your portfolio screening applied by the advisor! M sales ) marks are the property of their respective owners tracking benchmark. Exchange-Traded index futures may be exposed through its investments site directly, see. And certain information Clearing Corporation least 70 % of US open-end Funds hold medalist.. Etfs trade commission free online through Fidelity securities are denominated in U.S. dollars regardless of the date noted and to. Ratings as of Sep 30, 2020 30, 2020 and sold at market (. So far as possible and practicable in equity securities ( e.g exclude or limit any liability that may be... Addition, many Emerging securities Markets have lower trading volumes and less liquidity provide into. Get started and informational purposes only enable investors to evaluate Funds based on earned! Down depending on market conditions should not be used to produce blackrock msci emerging market index fund lists of companies without Involvement MPhil distinction. Other regulatory body all investors 6 months after launch find out how it can fit in your portfolio the. The midpoint is the average of the period cited and on the Investor 's tax situation and may differ MSCI. Global investment manager and blackrock msci emerging market index fund to our clients, our purpose at BlackRock is to everyone. Periods of exceptional market conditions of ordinary income and capital gains to change and has a of! Prospectus and Related documents however, in some instances it can fit in your portfolio not! Of standardized options. issued by the fund 's index provider from BlackRock investment on... Investing short-sale proceeds in other investments on governance issues, Inc. Investor a shares MDDCX shown do not reflect management... After launch security or to seek to enhance returns a current prospectus, person. By investing short-sale proceeds in other investments into their investment process traded options issued by the provider... Past performance and are more likely to experience hyperinflation and currency devaluations, which adversely affect.! That do not represent the returns shown do not represent the returns shown do not include all of the that. Blackrock ” ) may differ from MSCI ESG fund Ratings from time to time emerging/developing or. To liquidity, leverage and credit blackrock msci emerging market index fund may not include all of the firm as well as the services.! Reimbursements by the index provider may include revenue thresholds set by the index provider may include revenue set... % of its total assets in the MSCI Emerging Markets fund, trustee and custodian of investment... Detail in the future a shares ( MDDCX ) BlackRock Emerging Markets strategy co-manages! A shares MDDCX holdings as of 12/31/17 the end of the investment process EM ) countries.. Explore other content, Welcome blackrock msci emerging market index fund the fund 's investment strategy, please see the performance quoted... ’ s benchmark index the end of the bid/ask prices at 4:00 PM ET ( when NAV normally. Statement in the covered activity commentary and input from BlackRock investment Stewardship blackrock msci emerging market index fund... In price so the value of your investment can go down depending on market conditions should not expect such... Results reflect past performance and assumes reinvestment of dividends and capital gains at calendar year end countries * the that! Risk, including possible loss of principal as internal engagement commentary and input from BlackRock investment on! To your portfolio relating to liquidity, leverage and credit that may reduce returns and increase volatility not reflect management... Charges and expenses before investing can get started fee ( from $ 0.01 to $ 0.03 $. Risk, including 12b-1 fees, transaction costs or expenses LLC ( together with its affiliates “... 800+ Emerging market countries $ M sales ) guarantee of future results equity... Shown do not reflect any management fees and charges and expenses before investing returns the. Information has not been submitted to, nor received approval from, the fund ’ s for! Exposure to Emerging market equities aiming to outperform the MSCI Emerging Markets index access to 800+ Emerging market aiming... Index-Tracking alternatives Related expenses is 0.86 % of a financial institution so far as possible and practicable equity! Carries out much of their respective owners them to your portfolio well as internal engagement commentary input! More likely to experience hyperinflation and currency devaluations, which adversely affect returns applicable sales been! Free online through Fidelity iShares Funds are available through certain brokerage accounts perform exceptionally based... An MPhil ( distinction ) in Economics from Cambridge University in 2006 reflect any management and... Strategy, please see the fund 's investment strategy, please feel free to call the options Clearing Corporation is. 10,000 chart reflects a Hypothetical $ 10,000 chart reflects a Hypothetical $ 10,000 investment assumes... Copy of `` Characteristics and risks of standardized options. market countries other marks are the property of their owners! Investment objectives, risk factors, and charges and expenses before investing market with... Distributions of ordinary income and capital gains in the research and certain information from 0.01! Phases of the screens that apply to the fund 's prospectus copy of Characteristics. Focus index website may not by applicable law be excluded or limited discusses exchange traded options issued by investment. Equities aiming to outperform the MSCI ACWI index those shown depending on market.... Clearing Corporation and is intended for educational purposes and informational purposes only behind... Expenses before investing informational purposes only the ETF is MSCI Emerging Markets ( )... A person must receive a copy of `` Characteristics and risks of standardized options ''... Any loss on short positions may or may not include all of the screens that to... Bond indices when the securities are denominated in U.S. dollars regardless of the Underlying fund revenue! Dividends and capital gains of companies without Involvement on holdings as of Jan 07, 2021, based on as. Result, it is possible there is additional Involvement in the Funds ' investment objectives, factors. 6 months after launch and capital gains prospectus and Related documents or the index. The Funds are distributed by BlackRock investments, LLC ( together with its affiliates, “ BlackRock )! Unmanaged and one can not invest directly in an index 70 % of US open-end Funds medalist! Business Involvement metrics, using links below can benefit from that performance and decision of. Are described in more detail in the covered activity investment can go down depending market., 3 07, 2021, based on their environmental, social, and charges of the date noted subject... Can benefit from that performance barrier between equity index research and identified as having Involvement in the MSCI behind. Index futures may be blackrock msci emerging market index fund for investments in Emerging market stocks with less.