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iShares launches ETF toolkit for UK financial advisers


iShares, the exchange-traded funds platform of BlackRock, has created a toolkit of materials on ETFs designed to meet the needs of UK financial advisers in 2013.

Advisers are entering a changing environment for fees and advice under the Retail Distribution Review (RDR), and many are considering new ways and vehicles through which they can deliver returns for clients, at a time when investment markets continue to be volatile and yields on many asset classes remain low.

The iShares toolkit comprises information to help advisers assess ETFs and the role they can play in portfolios, including:

  • A detailed guide to ETFs for advisers, designed as a reference tool on issues such as calculating total cost, evaluating the tax implications of different products and what to look for when selecting an ETF
  • “Smart strategies for ETF investing”, a guide to how ETFs can be used to construct a diversified core portfolio for clients
  • Several materials which can be used in conversation with end investors, including a seven point “Talking ETFs with your clients” document, a “Dispelling common ETF myths” factsheet, and a tailored guide to ETFs that can be given to clients
  • A complete guide to iShares’ UK product range

The creation of the toolkit follows the launch of iShares’ accredited continuous professional development webinar course in July 2012, an online programme consisting of three modules designed to help advisers fill qualification gaps ahead of the RDR.
Pollyanna Rhodes, head of intermediary sales, iShares UK, says: “The introduction of the RDR has undoubtedly increased the interest we’ve seen in ETFs from financial advisers. There is also now much more awareness of the role that asset allocation plays in generating risk-managed returns, which is leading many investors to look at blending index products with active funds in their portfolios.
“This toolkit is designed to be a comprehensive, yet easy to use, reference guide for advisers which will both increase their expertise of ETFs and better enable them to have conversations with their clients about the benefits of index products.”

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