iShares Template Resdesign

29
ideas. Think in

Transcript of iShares Template Resdesign

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ideas.Think in

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Putting ETFs To Work:Six Essential Strategies

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Divider Page

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Agenda

Item OneItem Two

Item ThreeItem FourItem Five

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Agenda

Item OneItem Two

Item ThreeItem FourItem Five

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IDEA SLIDES

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For every idea there is a

catalyst

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For every idea there is a catalyst

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For every idea there is a catalyst

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ideas.Think in

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TEMPLATE

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Title

•First level bulletSecond level

— 3rd level4th level

— 5th level

Text: Arial, 26 pt Bold and Title CaseColor = iShares Black (0.0.0)Alignment = Left

Text: Arial, 22 pt Color = Black Alignment = Left Bullet = None

•To call out important conclusions

Presentation code: Change through View, Master, Title Master Text: Arial, 7 pt, Regular Color = Black (0.0.0) Alignment = Left

SALTS code: Change through text box Text: Arial l, 7 pt, RegularColor = Black (0.0.0) Alignment = Right

Text: Arial, 16 pt, iShares Black (0.0.0)Circle Color = iShares Blue Black (0.61.108)Carrot Symbol = White, Arial 18 ptAlignment = Left

Text: Arial, 18 pt Color = Black Alignment = Left Bullet = Blue 55%

Text: Arial, 16 pt Color = Black Alignment = Left Bullet = Em Dash 65% Blue (0.107.180)

Text: Arial, 14 pt Color = Black Alignment = Left Bullet = Blue 50%

Text: Arial, 12 pt Color = Black Alignment = Left Bullet = Em Dash 55% Black (0.0.0)

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The Internal Revenue Service has not released a definitive opinion regarding the definition of “substantially identical” securities and its application to the wash sale rule and ETFs. The information provided is not intended to be tax advice. Tax consequences will vary by individual taxpayer. Investors should consult a tax professional before engaging in any tax strategy.

Text: Arial, 9 pt, iShares Black (0.0.0) Alignment = Left, BottomBox Size = Horizontal: 0.5, Vertical: 6.7

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LIBRARY SLIDES

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Table Example

Column Header Column Header Column Header

Content Content Content

Content Content Content

Content Content Content

Content Content Content

Content Content Content

Content Content Content

Text: Arial, 14 pt BoldColor = Black (0.0.0)Alignment = Centermiddle

Text: Arial, 16 pt BoldColor = WhiteAlignment = Center/bottomFill = iShares Cyan (60.169.255)

Border Color = Black (0.0.0) Line Style = 1pt

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Pie Chart

1st item

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Text: Arial, 18 ptColor = BlackAlignment = Left

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Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left

1st item2nd item3rd item4th item5th item6th item7th item8th item9th item10th item

Text: Arial, 12 ptColor = BlackAlignment = Left

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Pie Chart (no 3-D)

1st item

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Text: Arial, 18 ptColor = BlackAlignment = Left

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Excel Line Chart

Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left

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Text: Arial, 14 pt. BoldColor = Black (0.0.0)Alignment =Center

Axis: Text: Arial, 14 ptColor = iShares Blue Black (0.61.108)Alignment =Center

4035302520151050

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Excel Line Chart (no 3-D)

Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left

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Excel Bar Graph Side-by-side

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Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left

Text: Arial, 14 pt. BoldColor = Black (0.0.0)Alignment =Center

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Excel Bar Graph Side-by-side (no 3-D)

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EastWestNorth

Color = BlackText: Arial, 12 ptColor = Black (0.0.0)Alignment =Left

Text: Arial, 14 pt. BoldColor = Black (0.0.0)Alignment =Center

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Both Axis: Color = Black

Text: Arial, 14 ptColor = Black (0.0.0)Alignment =Center

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Excel Bar Graph

Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left

Text: Arial, 14 pt. BoldColor = Black (0.0.0)Alignment =Center

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Color Palette

PrimaryiShares BlueBlack0.61.108

Excel color palette

iShares Dark Blue0.61.108

iShares Dark Green114.191.68

iShares Yellow255.232.0

iShares Light Blue101.204.249

iShares Cyan60.169.255

iShares Dark Orange251.149.57

iShares Lt. Orange253.185.19

iShares Gray165.165.165

iShares Light Green180.219.10

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•iShares Funds

•Initial Portfolio

Side-by-Side Table and Pie Chart

•iShares Funds

•Initial Portfolio

Column Header

Column Header

Column Header

Content Content Content

Content Content Content

Content Content Content

Content Content Content

Content Content Content

Content Content Content

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Side-by-side Pie and Bullet List

iShares Funds used to rotate among sectors, styles and market cap

Use to:Overweight or underweight based on technical, fundamental or quantitative researchActively trade around research,earnings, data or sector callsSeek relative outperformanceamong asset classes or styles,or among industry sectors

Pie 1

Pie 2

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The Internal Revenue Service has not released a definitive opinion regarding the definition of “substantially identical” securities and its application to the wash sale rule and ETFs. The information provided is not intended to be tax advice. Tax consequences will vary by individual taxpayer. Investors should consult a tax professional before engaging in any tax strategy.

iShares Funds with

similar objective

SELL Re-establish position

Stock, mutual fund or

ETF

BUY

To realizea tax loss

iShares ETFs Tax Strategy: Loss Harvesting

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Search By Fund Category

www.iShares.com > iShares Quick Finder

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Map

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4.55 4.05

4.55

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2.10

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1.401.10

0.85

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2.79

3.19

No content should extend past 4.55 on either the left or right side or lower than 3.19 at the bottom.

Ideally, all content should remain within the “live area” (noted here with the orange box).

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