iShares Offers SMA Comparison Tools

iShares introduced three free separately managed account (SMA) Web tools for financial professionals and their clients.

The Web tools—iShares’ Asset Class Illustrator (ACI), Correlation Calculator (CC), and Core Satellite Portfolio Builder (CSPB)—provide “apple-to-apple” comparisons with SMAs versus iShares ETFs, stocks, and mutual funds, according to iShares. The tools also compare standard deviation, active risk, active return, cumulative returns, and asset correlations.

The data feed includes more than 1300 companies and over 7600 funds, according to iShares.

The new tools are available here.




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