Portfolio Construction
Sector & Country Exposure
Create a diversified portfolio using sector and country-specific iShares ETFs.
Ex-Claymore funds not available at this time.
Use it to:
- Identify strategies for gaining sector and global exposure.
- Understand sector and country exposure of iShares ETFs.
- Print a customizable report.
Use it with:
- The Asset Class Illustrator for further risk and return analysis.
Asset Class Illustrator
Quickly model new portfolios and produce client proposals.
Use it to:
- Analyze the impact on risk and return of adding iShares ETFs to a portfolio.
Use it with:
- The Correlation Calculator Tool to diversify the portfolio, help lower volatility, and take advantage of tax loss harvesting.
Correlation Calculator
Create more diversified portfolios and identify similar investment opportunities.
Ex-Claymore funds not available at this time.
Use it to:
- Identify opportunities for tax loss harvesting and tax gain strategies.
- Help lower the volatility of a portfolio by selecting funds with low correlation and similar returns.
Use it with:
- The Asset Class Illustrator to diversify a portfolio and help manage risk.
Welcome to the new Tools section on iShares.com
QUICK ACCESS TO TOOLS
- See all tools from one single page
- Tools used while logged in are displayed in "Recently Used Tools" section
ASSET CLASS ILLUSTRATOR
- New ability to test different investment scenarios in both before and after portfolios
- Option to remove non-rebalanced portfolios to focus proposals on your recommendation
- Larger charts for easier comparison
CORRELATION CALCULATOR
- Improved ability to run a single correlation by highlighting the single ticker functionality
QUOTES & CHARTS
- Instantly view market movement of all iShares ETFs in one list
AND MORE...
- Tutorials, Quick Start Guides and tool walkthroughs available in context to each tool
- Learn which tools can help you accomplish key tasks with the "Common Tasks" tab
Research and Performance
Quotes & Charts
View a summary of intra-day market quotes for all iShares ETFs or other securities.
Use it to:
- View intra-day quotes for any ETF, security or fund.
- Perform a technical analysis and compare multiple securities.
Fund Comparison Tool
Evaluate ETFs, stocks and mutual funds side-by-side.
Use it to:
- Analyze investment decisions using the fund comparison report.
- Compare the performance, risks, holdings, and costs of selected funds.
- Identify the correlation between funds.
Index Returns Chart
Research index performance and track your favorite benchmarks.
Ex-Claymore funds not available at this time.
Use it to:
- Find the return of more than 150 worldwide indexes.
- Compare returns by asset class, market segment, country and sector.
- See which iShares ETF is associated to each index.
- Make tactical calls regarding sector rotation.
- Compare returns by asset class, market segment and sector.
Tracking Error Chart
Examine how closely an iShares ETF tracks to its index.
Ex-Claymore funds not available at this time.
Use it to:
- Check iShares ETF returns in comparison to their stated benchmarks.
- Download historical net asset values, distributions and index levels.
- Print a chart for client discussions or further research.
Index Comparison Tool
Research and compare indexes.
Ex-Claymore funds not available at this time.
Use it to:
- Perform side by side comparisons of index attributes such as holdings, market capitalization and returns.
- Tailor your own comparison of indexes.
- Choose which iShares ETF to add to a portfolio.
Welcome to the new Tools section on iShares.com
QUICK ACCESS TO TOOLS
- See all tools from one single page
- Tools used while logged in are displayed in "Recently Used Tools" section
ASSET CLASS ILLUSTRATOR
- New ability to test different investment scenarios in both before and after portfolios
- Option to remove non-rebalanced portfolios to focus proposals on your recommendation
- Larger charts for easier comparison
CORRELATION CALCULATOR
- Improved ability to run a single correlation by highlighting the single ticker functionality
QUOTES & CHARTS
- Instantly view market movement of all iShares ETFs in one list
AND MORE...
- Tutorials, Quick Start Guides and tool walkthroughs available in context to each tool
- Learn which tools can help you accomplish key tasks with the "Common Tasks" tab
Welcome to the new Tools section on iShares.com
QUICK ACCESS TO TOOLS
- See all tools from one single page
- Tools used while logged in are displayed in "Recently Used Tools" section
ASSET CLASS ILLUSTRATOR
- New ability to test different investment scenarios in both before and after portfolios
- Option to remove non-rebalanced portfolios to focus proposals on your recommendation
- Larger charts for easier comparison
CORRELATION CALCULATOR
- Improved ability to run a single correlation by highlighting the single ticker functionality
QUOTES & CHARTS
- Instantly view market movement of all iShares ETFs in one list
AND MORE...
- Tutorials, Quick Start Guides and tool walkthroughs available in context to each tool
- Learn which tools can help you accomplish key tasks with the "Common Tasks" tab
