Re-designed iShares PowerPoint template, with a focus on replicating their marketing designs and leveraging the look & feel of their print & web campaigns.
13. NewTemplate_2006
Title
•First level bullet
Second level
— 3rd
level
4th
level
— 5th
level
Text: Arial, 26 pt Bold and Title Case
Color = 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, Regular
Color = 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 pt
Alignment = 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)
0000-iS-0000
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, Bottom
Box Size = Horizontal: 0.5, Vertical: 6.7
17. NewTemplate_2006
Pie Chart (no 3-D)
1st
item
4th
item
5th
item6th
item
7th
item
8th
item
2nd
item
3rd
item
Text: Arial, 18 pt
Color = Black
Alignment = Left
9th
item
10th
item
Chart title, (0/0/00)
Text: Arial, 18 pt, Bold
Color = Black (0.0.0)
Alignment = left
1st
item
2nd
item
3rd
item
4th
item
5th
item
6th
item
7th
item
8th
item
9th
item
10th
item
Text: Arial, 12 pt
Color = Black
Alignment = Left
0000-iS-0000
18. NewTemplate_2006
Excel Line Chart
Chart title, (0/0/00)
Text: Arial, 18 pt, Bold
Color = Black (0.0.0)
Alignment = left
AxisLabel
Text: Arial, 14 pt. Bold
Color = Black (0.0.0)
Alignment =Center
Axis:
Text: Arial, 14 pt
Color = iShares Blue Black (0.61.108)
Alignment =Center
40
35
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25
20
15
10
5
0
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19. NewTemplate_2006
Excel Line Chart (no 3-D)
Chart title, (0/0/00)
Text: Arial, 18 pt, Bold
Color = Black (0.0.0)
Alignment = leftAxisLabel
Text: Arial, 14 pt. Bold
Color = Black (0.0.0)
Alignment =Center
0
10
20
30
40
50
60
70
80
90
100
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Both Axis:
Text: Arial, 14 pt
Color = iShares Blue Black (0.61.108)
Alignment =Center
0000-iS-0000
20. NewTemplate_2006
Excel Bar Graph Side-by-side
AxisLabelChart title, (0/0/00)
Text: Arial, 18 pt, Bold
Color = Black (0.0.0)
Alignment = left
Text: Arial, 14 pt. Bold
Color = Black (0.0.0)
Alignment =Center
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Both Axis:
Text: Arial, 14 pt
Color = iShares Blue Black (0.61.108)
Alignment =Center
0000-iS-0000
21. NewTemplate_2006
Excel Bar Graph Side-by-side (no 3-D)
AxisLabel
Chart title, (0/0/00)
Text: Arial, 18 pt, Bold
Color = Black (0.0.0)
Alignment = left
0
10
20
30
40
50
60
70
80
90
100
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
East
West
North
Color = Black
Text: Arial, 12 pt
Color = Black (0.0.0)
Alignment =Left
Text: Arial, 14 pt. Bold
Color = Black (0.0.0)
Alignment =Center
0000-iS-0000
Both Axis:
Color = Black
Text: Arial, 14 pt
Color = Black (0.0.0)
Alignment =Center
22. NewTemplate_2006
Excel Bar Graph
Chart title, (0/0/00)
Text: Arial, 18 pt, Bold
Color = Black (0.0.0)
Alignment = left
Text: Arial, 14 pt. Bold
Color = Black (0.0.0)
Alignment =Center
0
5
10
15
20
25
30
35
40
45
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 5th Qtr 6th Qtr
AxisLabel
Both Axis:
Text: Arial, 14 pt
Color = iShares Blue Black (0.61.108)
Alignment =Center
0000-iS-0000
23. NewTemplate_2006
Color Palette
Primary
iShares BlueBlack
0.61.108
Excel color palette
iShares Dark Blue
0.61.108
iShares Dark Green
114.191.68
iShares Yellow
255.232.0
iShares Light Blue
101.204.249
iShares Cyan
60.169.255
iShares Dark Orange
251.149.57
iShares Lt. Orange
253.185.19
iShares Gray
165.165.165
iShares Light Green
180.219.10
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25. NewTemplate_2006
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 research
Actively trade around research,
earnings, data or sector calls
Seek relative outperformance
among asset classes or styles,
or among industry sectors
Pie 1
Pie 2
0000-iS-0000
26. NewTemplate_2006
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 realize
a tax loss
iShares ETFs Tax Strategy: Loss
Harvesting
0000-iS-0000
To further diversify this sample portfolio, one might choose iShares funds to complete allocations in small cap, mid cap, real estate and international equity.
ADDED PIE CHART IMAGE AND UPDATED BULLET 3
iShares funds can be used tactically to add value to a portfolio. This includes overlaying an overweight or underweight of a given asset classes to express a view, as well as rotating completely into and out of asset classes.
The selling of a security - whether a single stock, an open-end mutual fund or an ETF – to harvest an unrealized loss or avoid a capital gain is a time-tested strategy.
The benefits of tax loss harvesting are twofold: not only can a harvested unrealized loss be offset against realized gains in the same portfolio, but the sale proceeds can be reinvested either in a similar position or in a new position.
One of the challenges associated with tax loss harvesting is the wash sale provision that prevents an investor from claiming a loss on the sale of stock if that same stock, or a “substantially similar” one, is purchased within 30 days of the sale. The wash sale rule compels many investors to leave the sale proceeds in cash until the position can be reestablished with no penalty. Yet this approach carries at least two risks: one, that the portfolio falls out of line with its strategic asset allocation, and two, that the cash position adversely affects the portfolio’s performance.
This slide illustrates a tax loss harvest trade that is structured to mitigate these risks. In this example, after an advisor sells a position to harvest a loss, as depicted by the topmost arrow in the diagram, he purchases an iShares ETF that is highly correlated to the sold position until the 30-day wash sale period expires.
This solution maintains the integrity of the portfolio’s asset allocation throughout the wash sale period and avoids the risk of cash drag on the portfolio.
NEW SLIDE
You can search for iShares Funds on ishares.com by category, using the drop down menus to find funds in categories like Market Cap, Value/Growth Style, Fixed Income, International, Sector and Specialty.
Each category heading links to the fund’s underlying holdings, performance, and details.