AdviserVoiceChantal Giles Archives - AdviserVoice https://www.adviservoice.com.au/tag/chantal-giles/ Financial planner information & financial planner education/CPD - AdviserVoice Mon, 27 Jul 2026 09:08:33 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 Granite Bay Private Wealth launches, redefining how private wealth is delivered in Australia https://www.adviservoice.com.au/2026/01/granite-bay-private-wealth-launches-redefining-how-private-wealth-is-delivered-in-australia/ https://www.adviservoice.com.au/2026/01/granite-bay-private-wealth-launches-redefining-how-private-wealth-is-delivered-in-australia/#respond Thu, 15 Jan 2026 20:15:13 +0000 https://www.adviservoice.com.au/?p=108541

(L to R): Steve Moon, David Asplin, Jessica Brady, Matt Nicholls

A new adviser-led wealth firm has entered the Australian market with the launch of Granite Bay Private Wealth, positioning itself as a contemporary alternative to traditional wealth advisory models.

The business has been established by a partnership of senior investment advisers and experienced industry executives, serving high-net-worth individuals, multi-generational families and sophisticated private capital. Operating from Sydney and Brisbane, with plans to expand into Melbourne, Granite Bay is executing an ambitious growth strategy supported by a syndicate of prominent investors

Granite Bay’s founding team includes Managing Partner, Steve Moon, who brings more than two decades of private wealth experience across global institutions including Morgan Stanley, UBS and Macquarie.

Recognising changing expectations in the Australian wealth market, as high-net-worth investors increasingly prioritise transparency, contemporary infrastructure and institutional-grade investment capability, the founders of Granite Bay set out to bring together the scale and access of a global institution, delivered with the focus and care of a privately owned firm.

“The Australian wealth market is rapidly evolving. Understanding our client needs and what’s important to them was at the forefront of our mind in establishing this business,” said Moon. “We wanted to offer investors genuine choice beyond the large institutions. Both clients and advisers deserve something better, something built on experience, trust and a genuinely aligned model.”
David Asplin, joins Moon as Chief Executive Officer, bringing more than 30 years’ experience in funds management and operational leadership from QIC, Challenger and Colonial First State.
“Granite Bay has no outdated legacy systems, no inherited constraints, and makes no compromises. Everything, from our governance frameworks to our technology stack to the partnerships we’ve carefully selected, has been designed with a single intention: to deliver a premium, contemporary and secure client experience.”

Joining Moon and Asplin on the Granite Bay executive team are Matt Nicholls, Chief Operating Officer, and Jessica Brady, General Manager.

Nicholls brings more than 30 years of experience leading teams and driving operational excellence, transformation and growth across global markets, including senior leadership roles with Morgan Stanley and Macquarie. Brady has 20 years’ experience across wealth advisory and platforms, with senior roles at Macquarie, BT Financial Group and Colonial First State.

Granite Bay has appointed Damien Frawley as Founding Chair. A former CEO of QIC and Country Head of BlackRock Australia, Damien currently chairs Hostplus Superannuation and QTC Capital Markets, and serves on the boards of Mirvac and Elders.

“I chose to be involved with Granite Bay because it’s built on the principles that matter most in wealth management: strong governance, disciplined decision-making and a genuine commitment to doing things properly. This is a business that operates with the transparency and accountability that clients rightly expect,” Frawley said.

Granite Bay has appointed BlackRock, one of the world’s largest asset managers, as its Outsourced Chief Investment Officer (OCIO), giving Granite Bay clients and advisers access to BlackRock’s global capabilities and the multi-decade track record of its Multi-Asset Strategy and Solutions (MASS) team.

David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia, said “Granite Bay’s solutions-led model is a strong fit for our Outsourced Chief Investment Officer offering. The appointment showcases how we can deliver institutional-grade investment thinking to the private wealth market.”

Chantal Giles, Head of Wealth Australasia & APAC Strategic Clients at BlackRock, said “The Australian private wealth market is evolving at pace, with investors seeking greater accessibility, transparency, diversification, and institutional quality solutions. By appointing BlackRock as its OCIO, Granite Bay advisers will benefit from BlackRock’s multi-asset teams’ expertise to meet their clients growing demand all while bringing institutional capabilities within easier reach for their clients.”

Alongside the OCIO appointment, Granite Bay has formed a highly-credentialled Investment Committee independently chaired by Debbie Alliston, former Head of Investments at BT Investment Management and former CIO for AMP Capital’s $80bn multi-asset business, and supported by external consultants David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia and John Lockton, Head of Investment Strategy, MST Financial.

]]>

(L to R): Steve Moon, David Asplin, Jessica Brady, Matt Nicholls

A new adviser-led wealth firm has entered the Australian market with the launch of Granite Bay Private Wealth, positioning itself as a contemporary alternative to traditional wealth advisory models.

The business has been established by a partnership of senior investment advisers and experienced industry executives, serving high-net-worth individuals, multi-generational families and sophisticated private capital. Operating from Sydney and Brisbane, with plans to expand into Melbourne, Granite Bay is executing an ambitious growth strategy supported by a syndicate of prominent investors

Granite Bay’s founding team includes Managing Partner, Steve Moon, who brings more than two decades of private wealth experience across global institutions including Morgan Stanley, UBS and Macquarie.

Recognising changing expectations in the Australian wealth market, as high-net-worth investors increasingly prioritise transparency, contemporary infrastructure and institutional-grade investment capability, the founders of Granite Bay set out to bring together the scale and access of a global institution, delivered with the focus and care of a privately owned firm.

“The Australian wealth market is rapidly evolving. Understanding our client needs and what’s important to them was at the forefront of our mind in establishing this business,” said Moon. “We wanted to offer investors genuine choice beyond the large institutions. Both clients and advisers deserve something better, something built on experience, trust and a genuinely aligned model.”
David Asplin, joins Moon as Chief Executive Officer, bringing more than 30 years’ experience in funds management and operational leadership from QIC, Challenger and Colonial First State.
“Granite Bay has no outdated legacy systems, no inherited constraints, and makes no compromises. Everything, from our governance frameworks to our technology stack to the partnerships we’ve carefully selected, has been designed with a single intention: to deliver a premium, contemporary and secure client experience.”

Joining Moon and Asplin on the Granite Bay executive team are Matt Nicholls, Chief Operating Officer, and Jessica Brady, General Manager.

Nicholls brings more than 30 years of experience leading teams and driving operational excellence, transformation and growth across global markets, including senior leadership roles with Morgan Stanley and Macquarie. Brady has 20 years’ experience across wealth advisory and platforms, with senior roles at Macquarie, BT Financial Group and Colonial First State.

Granite Bay has appointed Damien Frawley as Founding Chair. A former CEO of QIC and Country Head of BlackRock Australia, Damien currently chairs Hostplus Superannuation and QTC Capital Markets, and serves on the boards of Mirvac and Elders.

“I chose to be involved with Granite Bay because it’s built on the principles that matter most in wealth management: strong governance, disciplined decision-making and a genuine commitment to doing things properly. This is a business that operates with the transparency and accountability that clients rightly expect,” Frawley said.

Granite Bay has appointed BlackRock, one of the world’s largest asset managers, as its Outsourced Chief Investment Officer (OCIO), giving Granite Bay clients and advisers access to BlackRock’s global capabilities and the multi-decade track record of its Multi-Asset Strategy and Solutions (MASS) team.

David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia, said “Granite Bay’s solutions-led model is a strong fit for our Outsourced Chief Investment Officer offering. The appointment showcases how we can deliver institutional-grade investment thinking to the private wealth market.”

Chantal Giles, Head of Wealth Australasia & APAC Strategic Clients at BlackRock, said “The Australian private wealth market is evolving at pace, with investors seeking greater accessibility, transparency, diversification, and institutional quality solutions. By appointing BlackRock as its OCIO, Granite Bay advisers will benefit from BlackRock’s multi-asset teams’ expertise to meet their clients growing demand all while bringing institutional capabilities within easier reach for their clients.”

Alongside the OCIO appointment, Granite Bay has formed a highly-credentialled Investment Committee independently chaired by Debbie Alliston, former Head of Investments at BT Investment Management and former CIO for AMP Capital’s $80bn multi-asset business, and supported by external consultants David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia and John Lockton, Head of Investment Strategy, MST Financial.

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]]> https://www.adviservoice.com.au/2026/01/granite-bay-private-wealth-launches-redefining-how-private-wealth-is-delivered-in-australia/feed/ 0 BlackRock launches active multi-asset model portfolios to expand its managed accounts offering in Australia https://www.adviservoice.com.au/2024/08/blackrock-launches-active-multi-asset-model-portfolios-to-expand-its-managed-accounts-offering-in-australia/ https://www.adviservoice.com.au/2024/08/blackrock-launches-active-multi-asset-model-portfolios-to-expand-its-managed-accounts-offering-in-australia/#respond Thu, 01 Aug 2024 21:40:22 +0000 https://www.adviservoice.com.au/?p=97253 BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios (“Active Model Portfolios”) to broaden its managed accounts offering to meet the evolving needs of Australian advisers and investors. They are built and actively managed by BlackRock’s Multi-Asset Strategies and Solutions (MASS) team, who have a 32-year track record of managing multi-asset portfolios in Australia.[1]

These Active Model Portfolios are available on Hub24. They offer three risk profiles: Balanced, Growth, and Aggressive, to align with advisers and investors’ individual investment preferences and risk tolerance. The portfolios are competitively priced, at an all-in SMA fee of 0.74%-0.85% p.a. across the risk profiles (excluding platform administration fee)[2].

These Active Models Portfolios are designed to provide advisers with access to BlackRock’s global active investment capabilities within the efficiencies of a managed account structure. They aim to blend a diversified selection[3] of BlackRock’s strategies, both active and index, across various asset classes, including equities, fixed income, multi-asset, property, infrastructure, commodities, and liquid alternatives to deliver differentiated returns. The Active Model Portfolios benefit from the firm’s risk management technology, Aladdin[4], which enables continuous monitoring for alpha and portfolio outcomes.

Chantal Giles, Head of Wealth, BlackRock Australasia, said, “As pioneers of model portfolios in the Australian market, we are continuously looking for ways to grow and evolve the managed accounts industry for the benefit of Australian advisers and their clients.

“Our newly launched Active Multi-Asset Model Portfolios take a disciplined strategic asset allocation (SAA) approach to model portfolio construction, drawing on the experience of our long-standing Australian multi-asset team. By providing institutional-quality asset allocation that combines BlackRock’s active, index, and liquid alternative strategies, these portfolios provide Australian advisers with diversified exposure to a broad range of asset classes and unique return drivers. Ultimately, this supports Australian advisers to deliver multi-asset investment solutions that align with their clients’ specific risk/return investment goals.”

Katie Petering, Head of Multi-Asset Investment Strategy, BlackRock Australasia, said, “The launch of the BlackRock Active Multi-Asset Model Portfolios is a natural next step for our models business in Australia, aligning with the growing adviser demand for alpha-seeking strategies.

“These Active Model Portfolios are designed to give Australian investors access to BlackRock’s global, institutional-quality active investment capabilities, coupled with the efficiencies of a managed account. Building on the nearly decade-long success with our Enhanced Strategic Model Portfolio SMAs, BlackRock is committed to making our active multi-asset investment expertise more accessible to the wealth market. In doing so, we aim to help more and more Australians achieve financial well-being.”

Established in 1992[5], BlackRock’s MASS team today has over A$63 billion in assets under management[6] across its diversified funds range, model portfolios, absolute return strategies, and custom mandates.

———

Notes:
[1] History includes predecessor firms
[2] Source: Hub24 SMA PDS, as of 30 July 2024. Fees include the investment management fee, underlying investment management fees and costs, underlying performance-related fees, and transactional and operational costs for each Managed Portfolio option. It does not include platform administration fees. Please refer to Hub24 SMA PDS [https://www.hub24.com.au/product-documents/hub24-product-disclosure-statement-for-managed-portfolio-service/] for further detail. For illustrative purposes only and subject to change.
[3] Diversification and asset allocation may not fully protect you from market risk.
[4] While proprietary technology platforms may help manage risk, risk cannot be eliminated.
[5] History includes predecessor firms
[6] Source: BlackRock as at 31 December 2023. All figures in AUD.
]]> BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios (“Active Model Portfolios”) to broaden its managed accounts offering to meet the evolving needs of Australian advisers and investors. They are built and actively managed by BlackRock’s Multi-Asset Strategies and Solutions (MASS) team, who have a 32-year track record of managing multi-asset portfolios in Australia.[1]

These Active Model Portfolios are available on Hub24. They offer three risk profiles: Balanced, Growth, and Aggressive, to align with advisers and investors’ individual investment preferences and risk tolerance. The portfolios are competitively priced, at an all-in SMA fee of 0.74%-0.85% p.a. across the risk profiles (excluding platform administration fee)[2].

These Active Models Portfolios are designed to provide advisers with access to BlackRock’s global active investment capabilities within the efficiencies of a managed account structure. They aim to blend a diversified selection[3] of BlackRock’s strategies, both active and index, across various asset classes, including equities, fixed income, multi-asset, property, infrastructure, commodities, and liquid alternatives to deliver differentiated returns. The Active Model Portfolios benefit from the firm’s risk management technology, Aladdin[4], which enables continuous monitoring for alpha and portfolio outcomes.

Chantal Giles, Head of Wealth, BlackRock Australasia, said, “As pioneers of model portfolios in the Australian market, we are continuously looking for ways to grow and evolve the managed accounts industry for the benefit of Australian advisers and their clients.

“Our newly launched Active Multi-Asset Model Portfolios take a disciplined strategic asset allocation (SAA) approach to model portfolio construction, drawing on the experience of our long-standing Australian multi-asset team. By providing institutional-quality asset allocation that combines BlackRock’s active, index, and liquid alternative strategies, these portfolios provide Australian advisers with diversified exposure to a broad range of asset classes and unique return drivers. Ultimately, this supports Australian advisers to deliver multi-asset investment solutions that align with their clients’ specific risk/return investment goals.”

Katie Petering, Head of Multi-Asset Investment Strategy, BlackRock Australasia, said, “The launch of the BlackRock Active Multi-Asset Model Portfolios is a natural next step for our models business in Australia, aligning with the growing adviser demand for alpha-seeking strategies.

“These Active Model Portfolios are designed to give Australian investors access to BlackRock’s global, institutional-quality active investment capabilities, coupled with the efficiencies of a managed account. Building on the nearly decade-long success with our Enhanced Strategic Model Portfolio SMAs, BlackRock is committed to making our active multi-asset investment expertise more accessible to the wealth market. In doing so, we aim to help more and more Australians achieve financial well-being.”

Established in 1992[5], BlackRock’s MASS team today has over A$63 billion in assets under management[6] across its diversified funds range, model portfolios, absolute return strategies, and custom mandates.

———

Notes:
[1] History includes predecessor firms
[2] Source: Hub24 SMA PDS, as of 30 July 2024. Fees include the investment management fee, underlying investment management fees and costs, underlying performance-related fees, and transactional and operational costs for each Managed Portfolio option. It does not include platform administration fees. Please refer to Hub24 SMA PDS [https://www.hub24.com.au/product-documents/hub24-product-disclosure-statement-for-managed-portfolio-service/] for further detail. For illustrative purposes only and subject to change.
[3] Diversification and asset allocation may not fully protect you from market risk.
[4] While proprietary technology platforms may help manage risk, risk cannot be eliminated.
[5] History includes predecessor firms
[6] Source: BlackRock as at 31 December 2023. All figures in AUD.

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]]> https://www.adviservoice.com.au/2024/08/blackrock-launches-active-multi-asset-model-portfolios-to-expand-its-managed-accounts-offering-in-australia/feed/ 0 BlackRock iShares launches 15+ Year Australian Government Bond ETF https://www.adviservoice.com.au/2024/06/blackrock-ishares-launches-15-year-australian-government-bond-etf/ https://www.adviservoice.com.au/2024/06/blackrock-ishares-launches-15-year-australian-government-bond-etf/#respond Sun, 16 Jun 2024 21:35:25 +0000 https://www.adviservoice.com.au/?p=96284 BlackRock Australia has announced the launch of the iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) with a management fee of 0.15%. This is part of the firm’s commitment to expand its iShares product suite, offering Australian advisers and investors additional low-cost fixed income building blocks.

The iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) is designed to provide Australian investors with a targeted exposure to long-duration Australian Treasury and semi-government bonds.

Australian investors and advisers may consider ALTB for portfolio diversification, as long-duration bonds can typically serve as a hedge during equity market downturns. Benchmarked to the Bloomberg AusBond Govt 15+ Year Index, ALTB is the longest duration exposure available within the Australian iShares product range.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “With the introduction of ALTB, BlackRock is expanding its local iShares product range to provide Australian advisers and investors with more precise fixed income exposures.

“We expect ALTB to be a complementary exposure for advisers and clients looking to access a high-quality diversification option that will add defensive benefits to their whole portfolios. The transparency, liquidity, and portfolio efficiency of the bond ETF structure also allows for precise allocation between Australian and global interest rate regimes.”

Tamara Stats, iShares and Index Investments Specialist, BlackRock Australasia said, “With interest rates expected to remain higher for longer in Australia, it is pertinent for multi-asset investors to consider adding more specific parts of the yield curve within their fixed income allocations. The addition of a long-duration exposure like ALTB can be particularly relevant for those positioning for lower term rates.

“ALTB offers exposure to a portfolio of long-duration AAA-rated bonds, which have a track record of performing well when there’s an anticipation of falling Australian interest rates. With a yield between 4.5-5% so far this year, the Bloomberg AusBond 15+ Year Index also offers a regular source of income for investors.”

ALTB is the latest addition to BlackRock’s iShares fixed income ETF stable, which boasts the broadest range of fixed income ETFs in Australia. The range provides investors with low-cost index solutions for income generation, capital preservation, or portfolio diversification.

]]> BlackRock Australia has announced the launch of the iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) with a management fee of 0.15%. This is part of the firm’s commitment to expand its iShares product suite, offering Australian advisers and investors additional low-cost fixed income building blocks.

The iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) is designed to provide Australian investors with a targeted exposure to long-duration Australian Treasury and semi-government bonds.

Australian investors and advisers may consider ALTB for portfolio diversification, as long-duration bonds can typically serve as a hedge during equity market downturns. Benchmarked to the Bloomberg AusBond Govt 15+ Year Index, ALTB is the longest duration exposure available within the Australian iShares product range.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “With the introduction of ALTB, BlackRock is expanding its local iShares product range to provide Australian advisers and investors with more precise fixed income exposures.

“We expect ALTB to be a complementary exposure for advisers and clients looking to access a high-quality diversification option that will add defensive benefits to their whole portfolios. The transparency, liquidity, and portfolio efficiency of the bond ETF structure also allows for precise allocation between Australian and global interest rate regimes.”

Tamara Stats, iShares and Index Investments Specialist, BlackRock Australasia said, “With interest rates expected to remain higher for longer in Australia, it is pertinent for multi-asset investors to consider adding more specific parts of the yield curve within their fixed income allocations. The addition of a long-duration exposure like ALTB can be particularly relevant for those positioning for lower term rates.

“ALTB offers exposure to a portfolio of long-duration AAA-rated bonds, which have a track record of performing well when there’s an anticipation of falling Australian interest rates. With a yield between 4.5-5% so far this year, the Bloomberg AusBond 15+ Year Index also offers a regular source of income for investors.”

ALTB is the latest addition to BlackRock’s iShares fixed income ETF stable, which boasts the broadest range of fixed income ETFs in Australia. The range provides investors with low-cost index solutions for income generation, capital preservation, or portfolio diversification.

The post BlackRock iShares launches 15+ Year Australian Government Bond ETF appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2024/06/blackrock-ishares-launches-15-year-australian-government-bond-etf/feed/ 0 BlackRock iShares to launch Emerging Markets ex China ETF in the Australian market https://www.adviservoice.com.au/2024/06/blackrock-ishares-to-launch-emerging-markets-ex-china-etf-in-the-australian-market/ https://www.adviservoice.com.au/2024/06/blackrock-ishares-to-launch-emerging-markets-ex-china-etf-in-the-australian-market/#respond Mon, 10 Jun 2024 21:40:17 +0000 https://www.adviservoice.com.au/?p=96197 BlackRock Australia has announced its intent to launch the iShares MSCI Emerging Markets ex China ETF (ASX: EMXC) with a management fee of 0.25%. The launch of EMXC furthers BlackRock’s commitment to expand its local iShares product suite, providing Australian advisers and investors with a granular building block for more precise Emerging Markets allocations.

EMXC will be available on the ASX later this month.

iShares MSCI Emerging Markets ex China ETF (ASX: EMXC) aims to offer Australian investors a higher allocation to the emerging markets universe outside of China, providing the opportunity for greater global diversification. EMXC also seeks to mitigate the high concentration of China within the composition of the MSCI Emerging Markets Index. This enables investors to maintain their exposure to emerging markets while having greater flexibility in their China allocation.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “EMXC will offer Australian advisers and investors with a more granular building block that provides greater flexibility in managing allocations to China and other emerging markets.

“Historically, investors have often viewed emerging markets as a single asset class. However, this perspective has evolved. There is now growing interest in country-specific allocations, such as China or India, in addition to broad emerging market exposures. This shift enables investors to make more precise investment decisions, considering macroeconomic factors, risk management, and portfolio diversification.

“EMXC offers investors the opportunity to better reflect their individual preferences and convictions regarding China within their emerging markets allocation.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “While investors often have specific investment views on China, there is a broad range of opportunities across Emerging Markets outside China that may warrant a separate allocation. As supply chains are globally rewired, countries such as India, Mexico, and Brazil are capitalising on reshoring or friendshoring, while South Korea has increased its market share in battery manufacturing. This represents a structural long-term change which has traditionally favoured China only, but now we see a broader base of EM countries benefiting from this shift.

“EMXC offers Australian advisers and investors the choice to capture this opportunity set, providing the potential for higher returns that are uncorrelated to developed markets and serving as a source of portfolio diversification.”

]]> BlackRock Australia has announced its intent to launch the iShares MSCI Emerging Markets ex China ETF (ASX: EMXC) with a management fee of 0.25%. The launch of EMXC furthers BlackRock’s commitment to expand its local iShares product suite, providing Australian advisers and investors with a granular building block for more precise Emerging Markets allocations.

EMXC will be available on the ASX later this month.

iShares MSCI Emerging Markets ex China ETF (ASX: EMXC) aims to offer Australian investors a higher allocation to the emerging markets universe outside of China, providing the opportunity for greater global diversification. EMXC also seeks to mitigate the high concentration of China within the composition of the MSCI Emerging Markets Index. This enables investors to maintain their exposure to emerging markets while having greater flexibility in their China allocation.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “EMXC will offer Australian advisers and investors with a more granular building block that provides greater flexibility in managing allocations to China and other emerging markets.

“Historically, investors have often viewed emerging markets as a single asset class. However, this perspective has evolved. There is now growing interest in country-specific allocations, such as China or India, in addition to broad emerging market exposures. This shift enables investors to make more precise investment decisions, considering macroeconomic factors, risk management, and portfolio diversification.

“EMXC offers investors the opportunity to better reflect their individual preferences and convictions regarding China within their emerging markets allocation.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “While investors often have specific investment views on China, there is a broad range of opportunities across Emerging Markets outside China that may warrant a separate allocation. As supply chains are globally rewired, countries such as India, Mexico, and Brazil are capitalising on reshoring or friendshoring, while South Korea has increased its market share in battery manufacturing. This represents a structural long-term change which has traditionally favoured China only, but now we see a broader base of EM countries benefiting from this shift.

“EMXC offers Australian advisers and investors the choice to capture this opportunity set, providing the potential for higher returns that are uncorrelated to developed markets and serving as a source of portfolio diversification.”

The post BlackRock iShares to launch Emerging Markets ex China ETF in the Australian market appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2024/06/blackrock-ishares-to-launch-emerging-markets-ex-china-etf-in-the-australian-market/feed/ 0 BlackRock expands its iShares Factor ETF suite to include momentum, quality and value strategies in Australia https://www.adviservoice.com.au/2024/02/blackrock-expands-its-ishares-factor-etf-suite-to-include-momentum-quality-and-value-strategies-in-australia/ https://www.adviservoice.com.au/2024/02/blackrock-expands-its-ishares-factor-etf-suite-to-include-momentum-quality-and-value-strategies-in-australia/#respond Mon, 05 Feb 2024 20:35:11 +0000 https://www.adviservoice.com.au/?p=93650 Drawing on over 40 years’ experience in managing systematic and factor-based investing strategies globally, BlackRock Australia has announced its intent to add momentum, quality, and value ETFs to the iShares Factor ETF suite in the local market.

Priced at 25bps for the non-hedged versions of the products, the newly expanded iShares Factor ETF suite will offer Australian advisers and investors a low-cost way to access their preferred investment style in line with their broader objectives.

The funds will be available on Cboe later this month, making them the inaugural iShares products listed on Cboe in Australia. This reflects iShares broader commitment to support the growth of the Australian ETP ecosystem which remains underpenetrated compared to global counterparts.[1]

As a first-of-its-kind in the Australian market, iShares MSCI World ex Australia Momentum ETF (IMTM) tracks the MSCI World ex Australia Momentum Index that identifies large-and mid-cap developed global companies that have performed strongly over the last 6-12 months on a risk-adjusted basis. Investors may seek to invest in momentum style strategies to seek higher expected returns, capitalise on upward-trending markets, and as a complement to other style strategies.

Priced c. 30% lower than its nearest competing ETF in Australia, the iShares MSCI World ex Australia Quality ETF (IQLT) tracks the MSCI World ex Australia Quality Sector Capped Select Index that identifies large-and mid-cap developed global companies that have healthy balance sheets, strong profit margins, and a track record of consistent year-on-year earnings growth. Investors generally seek to invest in quality style strategies to capture this historically rewarded factor and to gain exposure to firms that may be better able to weather a higher interest rate or slowing growth environment.

Priced c. 10% lower than its nearest competing ETF in Australia, iShares MSCI World ex Australia Value ETF (IVLU) tracks the MSCI World ex Australia Enhanced Value Index that identifies undervalued large-and mid-cap developed global companies based on fundamentals. Investors generally seek to invest in value style strategies to increase their portfolio’s expected returns over the long term, especially during periods of economic recovery.

In terms of sector weightings, both IVLU and IQLT apply sector caps and aim to target stocks across all sectors to minimize any unintended sector biases. By applying sector constraints relative to the market, investors may be able to take advantage of factor premiums while minimising unintended sector bets. Additionally, investors have the option of choosing the Australian hedged versions of both products, iShares MSCI World ex Australia Quality (AUD Hedged) ETF (IHQL) and iShares MSCI World ex Australia Value (AUD Hedged) ETF (IVHG), priced at 28 bps, if they want to reduce the volatility of foreign currency movements.

These funds will join the iShares Edge MSCI World Minimum Volatility ETF (WVOL), bolstering the Australian iShares Factor ETF suite. Enhancements will also be made to WVOL including a fee reduction from 30bps to 25bps and a benchmark change to exclude Australia to bring it line with the newly expanded suite.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “Our intent to broaden our iShares Factor ETF suite by adding momentum, quality and value strategies will help Australian advisers and investors to capitalise on market volatility and build more resilient portfolios.

“Style investing enables investors to adjust their portfolio allocations for different points in the market cycle and can play a complementary role by providing additional portfolio diversification. BlackRock is proud to offer one of the broadest range of low-cost factor ETFs available in the Australian market.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “With challenging market conditions set to continue in 2024, Australian advisers and investors now have a broad selection of style ‘tilts’ available through the iShares Factor ETF suite, enabling them to be more dynamic with equities exposures and steer clear portfolio outcomes.

“IMTM enables investors to ride positive momentum and can potentially outperform during periods of economic expansion. IQLT and IHQL aim to capture global stocks with capital growth potential even during periods of economic slowdown while IVLU and IVHG can offer portfolio resilience by giving investors targeted exposure to fundamentally sound, undervalued global stocks. These strategies will provide investors with additional building blocks for their portfolios, contributing to greater portfolio resilience.”

As one of the largest factor ETF providers in the US, BlackRock has 40+ years of experience in managing systematic and factor-based investing strategies across asset classes.

]]> Drawing on over 40 years’ experience in managing systematic and factor-based investing strategies globally, BlackRock Australia has announced its intent to add momentum, quality, and value ETFs to the iShares Factor ETF suite in the local market.

Priced at 25bps for the non-hedged versions of the products, the newly expanded iShares Factor ETF suite will offer Australian advisers and investors a low-cost way to access their preferred investment style in line with their broader objectives.

The funds will be available on Cboe later this month, making them the inaugural iShares products listed on Cboe in Australia. This reflects iShares broader commitment to support the growth of the Australian ETP ecosystem which remains underpenetrated compared to global counterparts.[1]

As a first-of-its-kind in the Australian market, iShares MSCI World ex Australia Momentum ETF (IMTM) tracks the MSCI World ex Australia Momentum Index that identifies large-and mid-cap developed global companies that have performed strongly over the last 6-12 months on a risk-adjusted basis. Investors may seek to invest in momentum style strategies to seek higher expected returns, capitalise on upward-trending markets, and as a complement to other style strategies.

Priced c. 30% lower than its nearest competing ETF in Australia, the iShares MSCI World ex Australia Quality ETF (IQLT) tracks the MSCI World ex Australia Quality Sector Capped Select Index that identifies large-and mid-cap developed global companies that have healthy balance sheets, strong profit margins, and a track record of consistent year-on-year earnings growth. Investors generally seek to invest in quality style strategies to capture this historically rewarded factor and to gain exposure to firms that may be better able to weather a higher interest rate or slowing growth environment.

Priced c. 10% lower than its nearest competing ETF in Australia, iShares MSCI World ex Australia Value ETF (IVLU) tracks the MSCI World ex Australia Enhanced Value Index that identifies undervalued large-and mid-cap developed global companies based on fundamentals. Investors generally seek to invest in value style strategies to increase their portfolio’s expected returns over the long term, especially during periods of economic recovery.

In terms of sector weightings, both IVLU and IQLT apply sector caps and aim to target stocks across all sectors to minimize any unintended sector biases. By applying sector constraints relative to the market, investors may be able to take advantage of factor premiums while minimising unintended sector bets. Additionally, investors have the option of choosing the Australian hedged versions of both products, iShares MSCI World ex Australia Quality (AUD Hedged) ETF (IHQL) and iShares MSCI World ex Australia Value (AUD Hedged) ETF (IVHG), priced at 28 bps, if they want to reduce the volatility of foreign currency movements.

These funds will join the iShares Edge MSCI World Minimum Volatility ETF (WVOL), bolstering the Australian iShares Factor ETF suite. Enhancements will also be made to WVOL including a fee reduction from 30bps to 25bps and a benchmark change to exclude Australia to bring it line with the newly expanded suite.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “Our intent to broaden our iShares Factor ETF suite by adding momentum, quality and value strategies will help Australian advisers and investors to capitalise on market volatility and build more resilient portfolios.

“Style investing enables investors to adjust their portfolio allocations for different points in the market cycle and can play a complementary role by providing additional portfolio diversification. BlackRock is proud to offer one of the broadest range of low-cost factor ETFs available in the Australian market.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “With challenging market conditions set to continue in 2024, Australian advisers and investors now have a broad selection of style ‘tilts’ available through the iShares Factor ETF suite, enabling them to be more dynamic with equities exposures and steer clear portfolio outcomes.

“IMTM enables investors to ride positive momentum and can potentially outperform during periods of economic expansion. IQLT and IHQL aim to capture global stocks with capital growth potential even during periods of economic slowdown while IVLU and IVHG can offer portfolio resilience by giving investors targeted exposure to fundamentally sound, undervalued global stocks. These strategies will provide investors with additional building blocks for their portfolios, contributing to greater portfolio resilience.”

As one of the largest factor ETF providers in the US, BlackRock has 40+ years of experience in managing systematic and factor-based investing strategies across asset classes.

The post BlackRock expands its iShares Factor ETF suite to include momentum, quality and value strategies in Australia appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2024/02/blackrock-expands-its-ishares-factor-etf-suite-to-include-momentum-quality-and-value-strategies-in-australia/feed/ 0 HUB24 launches new Discover offer to meet the needs of lower balance clients https://www.adviservoice.com.au/2023/11/hub24-launches-new-discover-offer-to-meet-the-needs-of-lower-balance-clients/ https://www.adviservoice.com.au/2023/11/hub24-launches-new-discover-offer-to-meet-the-needs-of-lower-balance-clients/#respond Wed, 15 Nov 2023 20:45:30 +0000 https://www.adviservoice.com.au/?p=92526

Jason Entwistle

As part of HUB24’s commitment to deliver innovative solutions that empower advisers to meet the needs of clients throughout their wealth accumulation and retirement journey, the HUB24 Discover offer has been launched, to complement the existing Core and Choice offers and is now available on HUB24 Invest, Super and Pension.

Demographical trends such as the intergenerational wealth transfer and ageing population are providing opportunities for advisers to evolve their advice proposition to meet the needs of early-stage wealth accumulators, later stage retirees or clients with less complex needs.

HUB24’s Director of Strategic Development, Jason Entwistle said Discover strengthens HUB24’s competitive position and supports further growth by giving advisers access to an investment solution purpose-built for client segments with simple investment needs. HUB24 Discover encompasses a range of passive, active and ESG managed portfolios from leading portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith.

“We’re excited to be launching our new HUB24 Discover solution. Discover complements our existing Core and Choice offers and expands our reach, providing a unique solution for advised clients seeking simplicity and affordability in their investment options – whether they’re starting out on their advice journey with their first portfolio or entering the drawdown phase.

“What’s great about Discover is the quality of the investment managers delivering a streamlined list of managed portfolios coupled with our award-winning platform features, and a competitive simplified fee structure. It’s also truly portable so as their clients’ needs evolve, advisers can easily transition them across to our Core and Choice offers with minimal unintended or costly insurance or tax consequences.”

Designed in conjunction with portfolio managers, HUB24 Discover is a cost-effective platform and investment solution, providing a streamlined selection of managed portfolios.

Elston Asset Management’s Head of Adviser Services, Mark Smith said: “We’re excited to be working with HUB24 in launching their new Discover offer, a cost-effective and complementary solution to our existing managed portfolios available via HUB24.

“The Discover offer opens up new opportunities for advisers to engage with clients on their investment journey and leverages our existing infrastructure and our ten-year track record of supporting advisers and their clients through our HUB24 managed portfolio solutions.”

Lonsec Investment Services Chief Investment Officer, Nathan Lim said: “We’re pleased to be a foundation managed account provider for HUB24 Discover. We’ve used our deep research and portfolio construction skills to build five portfolios that will meet the needs of both large and small investors. We look forward to bringing these portfolios to our adviser network and their clients.”

Vanguard Australia’s Head of Financial Adviser Services, Balaji Gopal said: “The ability to offer Vanguard’s Diversified Managed Account Strategies through HUB24’s new Discover platform simply means more choice of high-quality investment solutions for financial advisers and their clients.

“Providing low-cost, instant exposure to over 16,000 securities through a range of asset classes, our Diversified Managed Account Strategies harness Vanguard’s global portfolio management expertise and proven strategic asset allocation approach.”

Chantal Giles, Head of Wealth at BlackRock Australasia said: “BlackRock is excited to see the addition of its Enhanced Strategic Model Portfolios and ESG Model Portfolios to HUB24’s Discover menu options. These low-cost diversified investment solutions are key examples of how BlackRock can deliver quality portfolio construction guidance to help advisers build better portfolios for their end clients. Ultimately, it gives everyday Australians access to institutional-quality portfolios that best meet their desired investment goals.”

]]>

Jason Entwistle

As part of HUB24’s commitment to deliver innovative solutions that empower advisers to meet the needs of clients throughout their wealth accumulation and retirement journey, the HUB24 Discover offer has been launched, to complement the existing Core and Choice offers and is now available on HUB24 Invest, Super and Pension.

Demographical trends such as the intergenerational wealth transfer and ageing population are providing opportunities for advisers to evolve their advice proposition to meet the needs of early-stage wealth accumulators, later stage retirees or clients with less complex needs.

HUB24’s Director of Strategic Development, Jason Entwistle said Discover strengthens HUB24’s competitive position and supports further growth by giving advisers access to an investment solution purpose-built for client segments with simple investment needs. HUB24 Discover encompasses a range of passive, active and ESG managed portfolios from leading portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith.

“We’re excited to be launching our new HUB24 Discover solution. Discover complements our existing Core and Choice offers and expands our reach, providing a unique solution for advised clients seeking simplicity and affordability in their investment options – whether they’re starting out on their advice journey with their first portfolio or entering the drawdown phase.

“What’s great about Discover is the quality of the investment managers delivering a streamlined list of managed portfolios coupled with our award-winning platform features, and a competitive simplified fee structure. It’s also truly portable so as their clients’ needs evolve, advisers can easily transition them across to our Core and Choice offers with minimal unintended or costly insurance or tax consequences.”

Designed in conjunction with portfolio managers, HUB24 Discover is a cost-effective platform and investment solution, providing a streamlined selection of managed portfolios.

Elston Asset Management’s Head of Adviser Services, Mark Smith said: “We’re excited to be working with HUB24 in launching their new Discover offer, a cost-effective and complementary solution to our existing managed portfolios available via HUB24.

“The Discover offer opens up new opportunities for advisers to engage with clients on their investment journey and leverages our existing infrastructure and our ten-year track record of supporting advisers and their clients through our HUB24 managed portfolio solutions.”

Lonsec Investment Services Chief Investment Officer, Nathan Lim said: “We’re pleased to be a foundation managed account provider for HUB24 Discover. We’ve used our deep research and portfolio construction skills to build five portfolios that will meet the needs of both large and small investors. We look forward to bringing these portfolios to our adviser network and their clients.”

Vanguard Australia’s Head of Financial Adviser Services, Balaji Gopal said: “The ability to offer Vanguard’s Diversified Managed Account Strategies through HUB24’s new Discover platform simply means more choice of high-quality investment solutions for financial advisers and their clients.

“Providing low-cost, instant exposure to over 16,000 securities through a range of asset classes, our Diversified Managed Account Strategies harness Vanguard’s global portfolio management expertise and proven strategic asset allocation approach.”

Chantal Giles, Head of Wealth at BlackRock Australasia said: “BlackRock is excited to see the addition of its Enhanced Strategic Model Portfolios and ESG Model Portfolios to HUB24’s Discover menu options. These low-cost diversified investment solutions are key examples of how BlackRock can deliver quality portfolio construction guidance to help advisers build better portfolios for their end clients. Ultimately, it gives everyday Australians access to institutional-quality portfolios that best meet their desired investment goals.”

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]]> https://www.adviservoice.com.au/2023/11/hub24-launches-new-discover-offer-to-meet-the-needs-of-lower-balance-clients/feed/ 0 BlackRock iShares to launch low-cost gold ETF in the Australian market https://www.adviservoice.com.au/2023/10/blackrock-ishares-to-launch-low-cost-gold-etf-in-the-australian-market/ https://www.adviservoice.com.au/2023/10/blackrock-ishares-to-launch-low-cost-gold-etf-in-the-australian-market/#respond Wed, 18 Oct 2023 20:50:49 +0000 https://www.adviservoice.com.au/?p=91905 BlackRock Australia has announced its intent to launch the iShares Physical Gold ETF (ASX: GLDN) priced at 0.18%. The launch of GLDN furthers BlackRock’s commitment to broaden the local iShares product suite to meet the needs of Australian advisers and investors for low-cost portfolio construction and diversification opportunities.

GLDN will be available on the ASX soon.

iShares Physical Gold ETF (ASX: GLDN) will offer Australian investors the opportunity to gain exposure to physical gold through the ETF structure. Investors generally seek to invest in gold as a diversifier in multi-asset portfolios and as a potential hedge against inflation.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “Our intent to launch GLDN reflects our commitment to lead the market in providing Australian advisers and investors with lower-cost investment solutions, together with a range of core index building blocks and other portfolio offerings.

“Gold has had a long history of remaining resilient during multiple business cycles and volatile market events which has underpinned the appeal of the commodity over time. GLDN aims to make it easier and simpler for advisers and investors to gain exposure to physical gold via a low-cost structure.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “When facing into periods of market uncertainty, investors have turned to assets such as gold which has served as a diversifier to traditional investments such as equities and bonds. Global events this year have meant that the prevailing investment narrative has shifted which has brought gold back to the front of investors’ minds.

“We are pleased to be able to offer Australian advisers and investors the opportunity to gain exposure to gold on the exchange.”

]]> BlackRock Australia has announced its intent to launch the iShares Physical Gold ETF (ASX: GLDN) priced at 0.18%. The launch of GLDN furthers BlackRock’s commitment to broaden the local iShares product suite to meet the needs of Australian advisers and investors for low-cost portfolio construction and diversification opportunities.

GLDN will be available on the ASX soon.

iShares Physical Gold ETF (ASX: GLDN) will offer Australian investors the opportunity to gain exposure to physical gold through the ETF structure. Investors generally seek to invest in gold as a diversifier in multi-asset portfolios and as a potential hedge against inflation.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “Our intent to launch GLDN reflects our commitment to lead the market in providing Australian advisers and investors with lower-cost investment solutions, together with a range of core index building blocks and other portfolio offerings.

“Gold has had a long history of remaining resilient during multiple business cycles and volatile market events which has underpinned the appeal of the commodity over time. GLDN aims to make it easier and simpler for advisers and investors to gain exposure to physical gold via a low-cost structure.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “When facing into periods of market uncertainty, investors have turned to assets such as gold which has served as a diversifier to traditional investments such as equities and bonds. Global events this year have meant that the prevailing investment narrative has shifted which has brought gold back to the front of investors’ minds.

“We are pleased to be able to offer Australian advisers and investors the opportunity to gain exposure to gold on the exchange.”

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]]> https://www.adviservoice.com.au/2023/10/blackrock-ishares-to-launch-low-cost-gold-etf-in-the-australian-market/feed/ 0 BlackRock iShares to launch the lowest-cost U.S. Treasury ETF in the Australian market https://www.adviservoice.com.au/2023/09/blackrock-ishares-to-launch-the-lowest-cost-u-s-treasury-etf-in-the-australian-market/ https://www.adviservoice.com.au/2023/09/blackrock-ishares-to-launch-the-lowest-cost-u-s-treasury-etf-in-the-australian-market/#respond Wed, 06 Sep 2023 21:30:51 +0000 https://www.adviservoice.com.au/?p=91164 BlackRock Australia has announced its intent to launch the iShares U.S. Treasury Bond (AUD Hedged) ETF (IUSG). Priced at 15bps, which is 25% cheaper than the nearest competing ETF in Australia, the launch furthers our commitment to expand the local iShares product suite of low-cost building blocks for Australian advisers and investors. It’ll list later this month.

iShares U.S. Treasury Bond (AUD Hedged) ETF (IUSG) will be benchmarked to the ICE US Treasury Core Bond AUD Hedged Index. Australian investors will gain exposure to a portfolio of bonds issued by the U.S. government, ranging from 1 to 30-year maturities. Investors generally seek to invest in U.S. Treasuries as a source of diversification and increasingly for a stream of income in the current rate environment.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “The announcement of our intent to launch Australia’s lowest-cost U.S. Treasury ETF reflects our commitment to lead the market in providing Australian advisers and investors with greater access to the global bond market on the local exchange.

“Australian investors are increasing using fixed income ETFs as important tools to help navigate market uncertainty and to take advantage of the highest yields seen in years. Today’s announcement will ensure they have affordable and efficient access to a portfolio of U.S. Treasuries that are among the most liquid securities in the world.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “Australia advisers and investors can consider adding US Treasuries alongside Australian Treasuries as an additional portfolio diversification tool. US Treasury exposure also gives investors access to an income stream, presently at multi-year highs.

“As the pioneer of bond ETFs globally, we are pleased that the upcoming addition to our local iShares product suite will enable us to offer more fixed income ETFs to Australian advisers and investors than any other issuer in the market.”

]]> BlackRock Australia has announced its intent to launch the iShares U.S. Treasury Bond (AUD Hedged) ETF (IUSG). Priced at 15bps, which is 25% cheaper than the nearest competing ETF in Australia, the launch furthers our commitment to expand the local iShares product suite of low-cost building blocks for Australian advisers and investors. It’ll list later this month.

iShares U.S. Treasury Bond (AUD Hedged) ETF (IUSG) will be benchmarked to the ICE US Treasury Core Bond AUD Hedged Index. Australian investors will gain exposure to a portfolio of bonds issued by the U.S. government, ranging from 1 to 30-year maturities. Investors generally seek to invest in U.S. Treasuries as a source of diversification and increasingly for a stream of income in the current rate environment.

Chantal Giles, Head of Wealth, BlackRock Australasia said, “The announcement of our intent to launch Australia’s lowest-cost U.S. Treasury ETF reflects our commitment to lead the market in providing Australian advisers and investors with greater access to the global bond market on the local exchange.

“Australian investors are increasing using fixed income ETFs as important tools to help navigate market uncertainty and to take advantage of the highest yields seen in years. Today’s announcement will ensure they have affordable and efficient access to a portfolio of U.S. Treasuries that are among the most liquid securities in the world.”

Tamara Stats, iShares ETF and Index Investments Specialist, BlackRock Australasia said, “Australia advisers and investors can consider adding US Treasuries alongside Australian Treasuries as an additional portfolio diversification tool. US Treasury exposure also gives investors access to an income stream, presently at multi-year highs.

“As the pioneer of bond ETFs globally, we are pleased that the upcoming addition to our local iShares product suite will enable us to offer more fixed income ETFs to Australian advisers and investors than any other issuer in the market.”

The post BlackRock iShares to launch the lowest-cost U.S. Treasury ETF in the Australian market appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2023/09/blackrock-ishares-to-launch-the-lowest-cost-u-s-treasury-etf-in-the-australian-market/feed/ 0 BlackRock Australia announces fee updates on two iShares ETFs – GLIN and GLPR https://www.adviservoice.com.au/2023/07/blackrock-australia-announces-fee-updates-on-two-ishares-etfs-glin-and-glpr/ https://www.adviservoice.com.au/2023/07/blackrock-australia-announces-fee-updates-on-two-ishares-etfs-glin-and-glpr/#respond Sun, 09 Jul 2023 21:35:31 +0000 https://www.adviservoice.com.au/?p=89861 BlackRock Australia has announced it has lowered the fees on the following two iShares ETFs effective immediately on July 6, 2023.

The fee reduction coincides with both funds receiving a Recommended rating from Lonsec.

Chantal Giles, Head of Wealth, BlackRock Australasia, said, “BlackRock has lowered the fee on two iShares ETFs – GLIN and GLPR – as part of its commitment to deliver greater efficiency and better value to Australian investors. 

“Following our announcement earlier this year to significantly lower the cost of core index exposures, we have seen a range of market participants respond to our move that, in turn, has delivered a win-win outcome for Australian advisers and investors alike.

“Now, Australian advisers can keep more of their fee budgets to allocate to more tactical and granular ETF exposures or higher cost alpha-seeking or alternative strategies in the current higher-for-longer macro environment. At the same time, it reduces the overall input costs associated with the delivery of financial advice. Ultimately, lower-priced core ETF exposures benefit all market participants and serve as a catalyst to drive further, long-term growth in the Australian ETP market, in line with other developed markets globally.”

]]> BlackRock Australia has announced it has lowered the fees on the following two iShares ETFs effective immediately on July 6, 2023.

The fee reduction coincides with both funds receiving a Recommended rating from Lonsec.

Chantal Giles, Head of Wealth, BlackRock Australasia, said, “BlackRock has lowered the fee on two iShares ETFs – GLIN and GLPR – as part of its commitment to deliver greater efficiency and better value to Australian investors. 

“Following our announcement earlier this year to significantly lower the cost of core index exposures, we have seen a range of market participants respond to our move that, in turn, has delivered a win-win outcome for Australian advisers and investors alike.

“Now, Australian advisers can keep more of their fee budgets to allocate to more tactical and granular ETF exposures or higher cost alpha-seeking or alternative strategies in the current higher-for-longer macro environment. At the same time, it reduces the overall input costs associated with the delivery of financial advice. Ultimately, lower-priced core ETF exposures benefit all market participants and serve as a catalyst to drive further, long-term growth in the Australian ETP market, in line with other developed markets globally.”

The post BlackRock Australia announces fee updates on two iShares ETFs – GLIN and GLPR appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2023/07/blackrock-australia-announces-fee-updates-on-two-ishares-etfs-glin-and-glpr/feed/ 0 BlackRock launches Global Agg Bond ESG ETF (AESG) as part of its commitment to broaden the Australian iShares Fixed Income ETF range https://www.adviservoice.com.au/2022/09/blackrock-launches-global-agg-bond-esg-etf-aesg-as-part-of-its-commitment-to-broaden-the-australian-ishares-fixed-income-etf-range/ https://www.adviservoice.com.au/2022/09/blackrock-launches-global-agg-bond-esg-etf-aesg-as-part-of-its-commitment-to-broaden-the-australian-ishares-fixed-income-etf-range/#respond Mon, 05 Sep 2022 21:40:38 +0000 https://www.adviservoice.com.au/?p=84707

Jason Collins

BlackRock has launched the iShares Global Aggregate Bond ESG AUD Hedged ETF (AESG) specifically to serve as a core fixed income ESG portfolio building block for Australian investors. The addition of this fund increases BlackRock’s local suite of portfolio building blocks and assists Australian investors to embed sustainability considerations into their portfolios.

Priced competitively at 19 basis points (bps), the iShares Global Aggregate Bond ESG AUD Hedged ETF offers Australian investors a simple, low-cost way to access a globally diversified basket of over 21,000 fixed income securities including government, government-related, corporate, securitised, and green bonds. Benchmarked to the Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI AUD Hedged Index, the fund offers an improved sustainability profile while matching the currency, sector and maturity composition of the Bloomberg Global Aggregate Index.

The index takes a best-in-class selection approach by incorporating a broad range of ESG and business involvement screens as well as exclusions of issuers with an MSCI ESG rating lower than BBB. Additionally, exclusions to certain sovereign and government-related bonds are also applied based on the UN sanctions list. The index also aims to set an allocation of 10% of its market value to securities classified as green bonds to achieve a measurable environmental impact.

Jason Collins, Head of iShares and Index Investments, BlackRock Australasia, said, “We’re excited to offer Australian investors a sustainable global aggregate bond exposure via an ETF that is hedged to the Australian dollar and at the low fee of 19 basis points.

“By having the broadest range of fixed income ETFs listed on the ASX, clients have more options in how they decide to allocate fixed income exposures to put more precision into their portfolio.

“As we enter a more volatile macro regime with inflationary pressures expected to persist, investors are demanding higher returns for their fixed income allocations and are increasingly embedding ESG considerations to ensure long-term resilience in their portfolios.”

Chantal Giles, Head of Wealth, BlackRock Australasia, said, “We saw an opportunity to add to our fixed income ETF range by bringing an Australian dollar-hedged version of our established iShares Global Aggregate Bond ESG ETF.

“As the ESG alternative option to the Bloomberg Global Aggregate Index, AESG offers a diversified global fixed income investment grade-rated portfolio building block with improved sustainable characteristics.

“Clients are looking to embed ESG considerations into their fixed income sleeve in the same way they approach their equity exposures, and they are increasingly transitioning to index fixed income allocations to implement their sustainability preferences. ETFs are efficient tools in that sense as they offer the transparency, liquidity, diversification, and ease of access, giving clients the conviction to use those securities.”

]]>

Jason Collins

BlackRock has launched the iShares Global Aggregate Bond ESG AUD Hedged ETF (AESG) specifically to serve as a core fixed income ESG portfolio building block for Australian investors. The addition of this fund increases BlackRock’s local suite of portfolio building blocks and assists Australian investors to embed sustainability considerations into their portfolios.

Priced competitively at 19 basis points (bps), the iShares Global Aggregate Bond ESG AUD Hedged ETF offers Australian investors a simple, low-cost way to access a globally diversified basket of over 21,000 fixed income securities including government, government-related, corporate, securitised, and green bonds. Benchmarked to the Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI AUD Hedged Index, the fund offers an improved sustainability profile while matching the currency, sector and maturity composition of the Bloomberg Global Aggregate Index.

The index takes a best-in-class selection approach by incorporating a broad range of ESG and business involvement screens as well as exclusions of issuers with an MSCI ESG rating lower than BBB. Additionally, exclusions to certain sovereign and government-related bonds are also applied based on the UN sanctions list. The index also aims to set an allocation of 10% of its market value to securities classified as green bonds to achieve a measurable environmental impact.

Jason Collins, Head of iShares and Index Investments, BlackRock Australasia, said, “We’re excited to offer Australian investors a sustainable global aggregate bond exposure via an ETF that is hedged to the Australian dollar and at the low fee of 19 basis points.

“By having the broadest range of fixed income ETFs listed on the ASX, clients have more options in how they decide to allocate fixed income exposures to put more precision into their portfolio.

“As we enter a more volatile macro regime with inflationary pressures expected to persist, investors are demanding higher returns for their fixed income allocations and are increasingly embedding ESG considerations to ensure long-term resilience in their portfolios.”

Chantal Giles, Head of Wealth, BlackRock Australasia, said, “We saw an opportunity to add to our fixed income ETF range by bringing an Australian dollar-hedged version of our established iShares Global Aggregate Bond ESG ETF.

“As the ESG alternative option to the Bloomberg Global Aggregate Index, AESG offers a diversified global fixed income investment grade-rated portfolio building block with improved sustainable characteristics.

“Clients are looking to embed ESG considerations into their fixed income sleeve in the same way they approach their equity exposures, and they are increasingly transitioning to index fixed income allocations to implement their sustainability preferences. ETFs are efficient tools in that sense as they offer the transparency, liquidity, diversification, and ease of access, giving clients the conviction to use those securities.”

The post BlackRock launches Global Agg Bond ESG ETF (AESG) as part of its commitment to broaden the Australian iShares Fixed Income ETF range appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2022/09/blackrock-launches-global-agg-bond-esg-etf-aesg-as-part-of-its-commitment-to-broaden-the-australian-ishares-fixed-income-etf-range/feed/ 0