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Breaking down ETFs

Merrill and iShares have partnered to share their knowledge of ETFs and what they could do for your portfolio

Breaking Down ETFs #1

The Psychology of Investing video selected

June 15, 2021

Breaking Down ETFs #2

ETFs: The Innovation of Indexes video

June 15, 2021

Breaking Down ETFs #3

Tools — Finding ETFs: Screener & Idea Builder video

June 15, 2021

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iShares

Breaking down ETFs: Exchanging your questions with answers

What are ETFs? Why and how do investors use them? This series will cover what you need to know about ETFs — how to research them, their advantages and how they're keeping up with the latest trends in our fast-paced world.

Presented by

Brad Zucker, CFA

Director, iShares Product Consulting
Brad Zucker, CFA, CAIA, Director, is a Product Consultant for BlackRock's U.S. Wealth…

Daniel Prince, CFA

Director, Head of iShares Product Consulting
Daniel Prince, CFA, Director, is Head of iShares Product Consulting for BlackRock's U.S.…

Jeff Speigel

US Head of iShares Megatrend and International ETFs, BlackRock
Jeff Spiegel, Director, is US Head of iShares Megatrend and International ETFs. In this role,…

Pat Higgins

Director, Preferred Product Management & Innovation at Merrill
Patrick Higgins is a Digital Product Manager focused on delivering solutions that make investing…

Sean Murphy, CFA

Vice President, iShares Product Consultant
Sean Murphy, CFA, Vice President, is an iShares Product Consultant for BlackRock. He is responsible…

Tanvi Pradhan

Vice President, US Sustainable iShares ETF Product Strategy, BlackRock
Tanvi Pradhan, Vice President, is on the product strategy team for US iShares Sustainable ETFs…

Tanya Chanda

Vice President, International iShares ETF Product Strategy, BlackRock
Tanya Chanda Vice President, is an Investment Strategist for iShares International and…

On-Demand Webinars

Upcoming in this Series

4

How to Build a DIY Portfolio with ETFs  video

Intermediate
Studies show that the greatest driver of portfolio returns is asset allocation and portfolio construction. Learn how to build a custom, diversified portfolio for your investment goals using ETFs.
5

Sustainable Investing with ETFs  video

Intermediate
Sustainable investing can identify opportunities beyond the scope of traditional financial analysis. Learn how ETFs can help include sustainability in your portfolio.
6

Thematic Investing with ETFs  video

Intermediate
The world is changing at the speed of innovation and the impactful forces of megatrends are everywhere, Learn how ETFs can help capture these opportunities within your portfolio.
7

Tools — The ETF Story  video

Intermediate
Even with all the information available on ETFs, you can still end up with more questions than answers. We'll show you an innovative way Merrill helps investors with its award-winning "Fund Story" experience.
8

Income Investing with ETFs  video

Intermediate
ETFs can be a low-cost solution to enhance the process of finding income with bond and dividend paying stock ETFs. We'll lay out the "what" and "how" of using ETFs in your income seeking strategy.
9

Thinking Globally with ETFs  video

Intermediate
International investing can help diversify a US-centric portfolio while capturing opportunity outside the US. Learn how ETFs can incorporate emerging and developed international exposures in your portfolio.

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Any reference to a specific company or security does not constitute a recommendation to buy, sell, hold or directly invest in the company or its securities. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities discussed in this document.

Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available. Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us.

Brad Zucker, Daniel Prince, Jeff Spiegel, Sean Murphy, Tanvi Pradhan, and Tanya Chanda are employed by BlackRock. BlackRock and Merrill are not legally affiliated and are independent entities.

Certain information ©2021 BlackRock, Inc. and its affiliates. All rights reserved.

Some of the material is provided by a third party that is not affiliated with Merrill or any of its affiliates and is for information and educational purposes only. The opinions and views expressed are those of the speaker, and do not necessarily reflect the opinions and views of Merrill or any of its affiliates. The third parties involved are not employed by Merrill but receive compensation from Merrill for their services. All opinions are subject to change due to market conditions and fluctuations.
Patrick Higgins is an employee of Merrill. The opinions and conclusions expressed are not necessarily those of Merrill. All opinions are subject to change due to market conditions and fluctuations.

Investing involves risk. Investment funds are subject to market volatility and the risks of their underlying securities. In addition, each fund has its own specific risk profile and investment strategies detailed in its prospectus or other offering material (which for certain ETFs includes the risk of leverage and/or inverse exposure to an underlying basket of securities), which must be considered carefully before making an investment decision.

Funds that invest in small or mid-capitalization companies experience a greater degree of market volatility than those of large-capitalization stocks and are riskier investments. Bond funds have the same interest rate, inflation, and credit risks associated with the underlying bonds owned by the fund.

Generally, the value of bond funds rises when prevailing interest rates fall and falls when interest rates rise. Investing in lower-grade debt securities ("junk" bonds) may be subject to greater market fluctuations and risk of loss of income and principal than securities in higher rated categories. There are ongoing fees and expenses associated with investing. Bear in mind that higher return potential is accompanied by higher risk. Income from investing in municipal bonds is generally exempt from Federal and state taxes for residents of the issuing state. While the interest income is tax-exempt, any capital gains distributed are taxable to the investor. Income for some investors may be subject to the Federal Alternative Minimum Tax (AMT).

Merrill Edge Select™ ETFs, while not intended as a recommendation or endorsement of any particular exchange traded fund, allows you to review funds by Morningstar category that meet a proprietary Merrill screening standard to help you identify investments that are in line with your personal needs and investment objectives.

It is not possible to invest in an index.
This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any recommendation in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek professional advice. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that the forecasts will come to pass. The information presented on this webcast is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security. Past performance is no guarantee of future results.
Supporting documentation for any claims, comparisons, recommendations, statistics or other technical data will be furnished on request.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
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