iShares IV adjusts benchmark index for diversity fund

Published 23/04/2025, 11:20
iShares IV adjusts benchmark index for diversity fund

DUBLIN - iShares IV plc, a part of the global asset management company BlackRock (NYSE:BLK), announced on Monday that its Extraordinary General Meeting (EGM) resulted in the approval of a key resolution. Shareholders voted to change the benchmark index for the iShares Refinitiv Inclusion and Diversity UCITS ETF (ISIN:IE00BD0B9B76), a fund focused on promoting inclusion and diversity within its investments.

The EGM, held at BlackRock’s Dublin office on April 22, 2025, saw the resolution passed without opposition. This move signifies a strategic adjustment in how the fund will evaluate and select companies for its portfolio, potentially impacting the fund’s future performance and the companies it invests in.

As part of its communication with investors, iShares has provided contact details for inquiries across different regions, ensuring that shareholders can seek clarity on the changes and their implications. The company has established helplines and email support for investors in the United Kingdom (TADAWUL:4280), Germany, and Switzerland, reflecting its commitment to maintaining open channels with its clientele.

The change in the benchmark index is seen as a response to evolving market conditions and investor preferences, as there is a growing emphasis on social governance factors in investment strategies. By adjusting the benchmark, iShares IV plc aligns the fund with the current trend of socially responsible investing, which has gained traction among investors seeking to promote corporate responsibility and ethical practices.

The iShares Refinitiv Inclusion and Diversity UCITS ETF is listed on multiple stock exchanges, providing investors with the opportunity to support companies that demonstrate strong inclusion and diversity policies. The alteration of the benchmark index may influence the fund’s asset allocation, potentially leading to shifts in the market as investors adjust their portfolios in response to the fund’s new direction.

This decision is part of a broader movement within the investment community to integrate social values into financial decision-making. As such, it is a reflection of the changing landscape of asset management, where non-financial factors are increasingly considered integral to assessing a company’s long-term value and sustainability.

The information regarding this change is based on a press release statement issued by iShares IV plc.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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