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iShares publishes fact sheet on ETF tax efficiency


BlackRock’s iShares Exchange Traded Funds (ETFs) business, has published a fact sheet on tax efficiency and created a video to drive awareness among US investors about ETFs’ tax efficiency as the US tax filing deadline approaches.


Today, there are over 1,000 different ETFs available and iShares is emphasising tax efficiency during the current tax season to foster understanding and to encourage investors to take a careful examination of products with tax consequences in mind.

In April, investors should be keenly aware of the tax ramifications on their investments, some of which may cause a drag on performance and produce an obstacle to realising their identified financial goals. To compound the issue, many investment strategists believe we are now in a lower return market environment, where the impact of taxes on a portfolio may be further magnified.

Kevin Feldman (pictured), iShares Managing Director at BlackRock, says,: “Tax season is a time where investors have a heightened awareness about the impact taxes have on their investments. ETFs inherently offer tax efficiency through their unique structure, but it is important to note not all ETFs are equally tax efficient. As the federal filing deadline passes, we want to ensure investors are educated on the long-term impact of taxes and have the knowledge to choose wisely.”

This is the latest phase of the iShares ETF educational campaign that previously included the comprehensive “ETF Checklist” that was released in November 2010, with the intent of helping investors select the right ETFs for their goals. The iShares tax efficiency fact sheet underscores the impact of taxes on returns, how ETFs can offer important tax benefits, the significance of a manager’s track record in delivering tax efficiency, and why ETF structure matters when evaluating tax efficiency.

iShares ongoing educational campaign is designed to produce reference materials that will serve as a valuable resource for investors as they evaluate ETFs for selection. iShares is committed to deepening investors’ understanding of these important factors in 2011. The “Tax Efficiency Fact Sheet” and “ETF Checklist” are available on along with a wealth of educational materials.

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