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Various iShares products shown on this website have been registered or authorised in different countries and as such are authorised for public offering (to retail and professional clients as defined under the Markets in Financial Instruments Directive (as amended) (“MiFID”) and to qualified investors as defined under the Prospectus Directive (as amended)) in such countries. If you do not wish to be bound by these terms and conditions, please leave this website.Īccess to information displayed on this website may be restricted to certain persons in certain countries. These terms and conditions govern your use of this website ( By accessing this website, you agree that you have read and accept these terms and conditions. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. 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. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. None of the information constitutes 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. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body.
MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. As a result, investors need to make sure that they are non doubling down on equities in this fund elsewhere in their portfolio as some very large blue chips dominate this product’s top holdings.Ĭopyright MSCI ESG Research LLC. While this makes sure that only the highest paying companies are included, it does drastically cut down on the number of eligible securities and makes concentration a very real issue. Securities are chosen for inclusion in the fund if they have provided relatively high yields on a consistent basis. HDV is linked to an index consisting of roughly 75 holdings and exposure is tilted most heavily towards health care and consumer firms. Companies within this segment are often considered some of the safest firms in the world and tend to be in more stable industries as well, potentially skewing some portfolios that are heavy in value securities. Investors with a longer-term horizon should consider the importance of large cap value stocks and the benefits they can add to any well-balanced portfolio including dividends and rock solid stability. This ETF from iShares tracks the Morningstar Dividend Yield Focus Index, which gives investors exposure to dividend paying large-cap companies that exhibit value characteristics within the U.S.
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