iShares uppmanar investerare att tänka annorlunda kring indexinvesteringar

• ”Smart” beta är inte nödvändigtvis smartare eller bättre, bara annorlunda
• iShares introducerar ny guide till passiva investeringar då intresset för icke-traditionella indexstrategier skjuter i höjden

Stockholm den 9 november 2013 - I en ny rapport om den växande indexmarknaden uppmanar iShares, BlackRocks plattform för börshandlade fonder, investerare att tänka annorlunda kring indexinvesteringar och ger ett ramverk för investerare att förhålla sig till vid valet av indexinvestering.

”Aldrig tidigare har indexmarknaden utvecklats i samma hastighet som den gjort de senaste tre åren”, säger Geir Espeskog, Nordenchef för iShares. ”Även framöver förväntar vi oss att tillväxten fortsätter då produktutbudet växer och allt fler investerare får upp ögonen för dem.”

”Det tillkommer ett allt större utbud av indexprodukter, många av dessa kallar sig ”smart beta” vilket vi anser vara en vilseledande etikett. Nya varianter av beta, exempelvis sådana index som inte vägs efter börsvärdet, är inte nödvändigtvis smartare eller bättre, bara annorlunda. Vi rekommenderar att investerare tänker annorlunda kring indexinvesteringar. Fokusera på det resultat som indexet eftersträvar, oavsett om det handlar om förbättrad avkastning eller riskkontroll, och överväg sedan hur den strategin kan fungera i det rådande investeringsklimatet”, säger Ursula Marchioni, chef för iShares Equity Strategy & ETP Research i EMEA.

Rapporten Art of Indexing har skapats som ett verktyg för de som redan investerar i eller tänker investera i indexmarknaden. Den klargör skillnaderna mellan ETF:er, traditionella indexfonder, certifikat och swappar, och illustrerar hur risknivåer och avkastning kan skilja sig åt väsentligt, även bland de produkter som ser ut att erbjuda samma exponering eller har liknande namn.

”Det är en myt att tracking av ett index är en enkel och automatiserad process – det stämmer helt enkelt inte. Det finns betydelsefulla skillnader mellan olika jämförelseindex, olika typer av produkter produkter och förvaltningsstilar, inte minst mellan olika leverantörer, avslutar Ursula Marchioni.

En svensk sammanfattning av rapporten hittar du här.

Du kan även ladda ner rapporten i sin helhet på engelska här.

About BlackRock
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide.  At September 30, 2013, BlackRock’s AUM was $4.096 trillion.  BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®.  Headquartered in New York City, as of September 30, 2013, the firm had approximately 11,200 employees in 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.  For additional information, please visit the Company's website at www.blackrock.com.

About iShares
iShares is the global product leader in exchange traded funds with over 600 funds globally across equities, fixed income and commodities, which trade on 20 exchanges worldwide. The iShares Funds are bought and sold like common stocks on securities exchanges. The iShares Funds are attractive to many individual and institutional investors and financial intermediaries because of their relative low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account. The iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors and high net worth individuals.

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