FlexShares Blog

Should Real Estate Investors Go Global?

Posted by FlexShares on May 22, 2017 11:43:22 AM

Why Invest in Real Estate?

History shows that real estate can offer intrinsic value and income potential for many investors. We believe investors use this asset class as an integral part of a robust portfolio risk management strategy. Need a hedge against long-term inflation? Real estate has often demonstrated its effectiveness, along with common stocks, in helping investors achieve this goal. Due to low correlation (i.e. linkage or dependency) with securities, we believe real estate can be used for portfolio diversification to provide access to income growth.

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Topics: Funds

How Can FlexShares Help Clients in an Inflation Scenario?

Posted by FlexShares on May 15, 2017 8:34:55 AM

In periods of anticipated growth and inflation, we recommend investors:

  • understand the drivers of inflation
  • devote adequate attention to long-term planning
  • consider innovative choices for asset allocation

Broader diversification in longer-term scenarios increases chances for portfolio resistance. We invite investors to consider some core strategies for long-term inflation hedging.

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Topics: Funds

Tilting - A Different Approach to Indexing

Posted by FlexShares on May 8, 2017 8:35:29 AM

Traditional market cap weighted indexing, such as with ETFs that track benchmarks like the S&P 500, attempt to replicate the holdings and weightings of the index. The stocks having the most weight in the index have the most weight in the ETF.

With the growth of strategic beta and factor investing, the use of tilting can enhance exposure to markets like U.S. equities, developed markets, emerging markets, and others, with a focus on the portions of these market segments that have the possibility of adding the most value for investors through an alternative weighting methodology.

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Topics: Funds

FlexShares 2016 Year in Review

Posted by FlexShares on May 1, 2017 8:30:00 AM

Investors are always looking for better ways to reduce risk and increase returns. There is growing demand for more simplicity, more transparency, and improved cost efficiency. We believe that this demand may be one of the reasons ETF shares replaced individual stocks as the most actively traded securities in the market. In 2016, FlexShares listed three new funds targeting specific investor needs:

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Topics: ETF Industry

How ETF Innovation is Making Investing Simpler

Posted by FlexShares on Apr 3, 2017 9:58:07 AM

Investing should be simple.

However, as any financial advisor knows, managing an investment portfolio can be one of the most complex jobs in the world. Not only are advisors expected to be up-to-date on market movements across multiple geographies and asset classes, but they also have to choose from an ever-increasing array of investment products.

So, what would make investing simpler?
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Topics: ETF Trading

Why ETFs Close - And What You Should Know If It Happens to You

Posted by FlexShares on Oct 18, 2016 7:30:00 AM

Active investors who keep up with financial news undoubtedly noted the recent announcement of a new milestone in the ETF world: this past July, the 600th ETF was delisted prior to market opening on July 18. Judging just how important that number is and what it means to investors who have already embraced considering ETFs, this may require further explanation and some industry context.

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Topics: ETF Industry

How Will the 2016 Election Impact Your Investment Portfolio?

Posted by FlexShares on Sep 30, 2016 7:30:00 AM

The presidential election dominates American headlines every four years, with a bombardment of political articles running throughout campaign season up to the November vote. Financial publications and broadcasts also ride the waves of fear and optimism, as analysts break down the implications of each potential administration.

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Topics: Insider

The Evolution of ESG Investing Into Value Investing

Posted by FlexShares on Sep 21, 2016 7:30:00 AM

At the turn of the century, investing guided by principles related to environmental, social and corporate governance (ESG) issues was almost completely separate from investing aimed at obtaining maximum long-term capital growth or minimizing risk exposure. ESG investors either hoped their investments would advance corporations that then promoted ESG principles or excluded them from their portfolio entirely. Investment gain or loss considerations for these investors, was usually a secondary concern. If anything, the belief among mainstream investment analysts was that including ESG factors in consideration of investments would weaken an investment portfolio. 

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Topics: Funds

FlexShares ETFs Can Integrate ESG Into Your Portfolio

Posted by FlexShares on Sep 7, 2016 7:30:00 AM

FlexShares, a leading developer of ETFs, has introduced two new ETFs for investors who seek investments that integrate key performance indicators (KPIs) of environmental, social and corporate governance (ESG) principles into strategies designed to produce long-term capital growth.

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Topics: ETF

What Exactly Is Smart Beta?

Posted by FlexShares on May 11, 2016 7:30:00 AM

The smart beta is actually an umbrella term for investment strategies that utilize alternative methods to construct indexes as opposed to traditional market capitalization weighting. Smart beta emphasizes various investment factors or characteristics in a rules-based and transparent way. Such strategies are often called multifactor investing.

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Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.

An investment in FlexShares is subject to numerous risks, including possible loss of principal. Fund returns may not match the return of the respective indexes. The Funds are subject to the following principal risks: asset class; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; income; industry concentration; inflation-protected securities; interest rate / maturity risk; issuer; management; market; market trading; mid cap stock; natural resources; new funds; non-diversification; passive investment; privatization; small cap stock; tracking error; value investing; and volatility risk. A full description of risks is in the prospectus. 
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