iShares Template Resdesign
-
Upload
darla-wigginton -
Category
Design
-
view
212 -
download
0
Transcript of iShares Template Resdesign
ideas.Think in
Putting ETFs To Work:Six Essential Strategies
New
Tem
plat
e_20
06
Divider Page
New
Tem
plat
e_20
06
Agenda
Item OneItem Two
Item ThreeItem FourItem Five
New
Tem
plat
e_20
06
Agenda
Item OneItem Two
Item ThreeItem FourItem Five
IDEA SLIDES
For every idea there is a
catalyst
For every idea there is a catalyst
New
Tem
plat
e_20
06
For every idea there is a catalyst
ideas.Think in
TEMPLATE
New
Tem
plat
e_20
06
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)
0000
-iS-0
000
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
LIBRARY SLIDES
New
Tem
plat
e_20
06
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
0000
-iS-0
000
New
Tem
plat
e_20
06
Pie Chart
1st item
4th item
5th item6th item
7th item
8th item
2nd item
3rd item
Text: Arial, 18 ptColor = BlackAlignment = Left
9th item
10th item
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
0000
-iS-0
000
New
Tem
plat
e_20
06
Pie Chart (no 3-D)
1st item
4th item
5th item6th item
7th item
8th item
2nd item
3rd item
Text: Arial, 18 ptColor = BlackAlignment = Left
9th item
10th item
Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = 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 ptColor = BlackAlignment = Left 00
00-iS
-000
0
New
Tem
plat
e_20
06
Excel Line Chart
Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left
Axi
s La
bel
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
0000
-iS-0
000
New
Tem
plat
e_20
06
Excel Line Chart (no 3-D)
Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left
Axi
s La
bel
Text: Arial, 14 pt. BoldColor = Black (0.0.0)Alignment =Center
0
1020
30
4050
60
70
8090
100
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Both Axis: Text: Arial, 14 ptColor = iShares Blue Black (0.61.108)Alignment =Center
0000
-iS-0
000
New
Tem
plat
e_20
06
Excel Bar Graph Side-by-side
Axi
s La
bel
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
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Both Axis: Text: Arial, 14 ptColor = iShares Blue Black (0.61.108)Alignment =Center
0000
-iS-0
000
New
Tem
plat
e_20
06
Excel Bar Graph Side-by-side (no 3-D)
Axi
s La
bel
Chart title, (0/0/00)Text: Arial, 18 pt, BoldColor = Black (0.0.0)Alignment = left
0102030405060708090
100
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
EastWestNorth
Color = BlackText: Arial, 12 ptColor = Black (0.0.0)Alignment =Left
Text: Arial, 14 pt. BoldColor = Black (0.0.0)Alignment =Center
0000
-iS-0
000
Both Axis: Color = Black
Text: Arial, 14 ptColor = Black (0.0.0)Alignment =Center
New
Tem
plat
e_20
06
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
0
5
1015
20
25
3035
40
45
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 5th Qtr 6th Qtr
Axi
s La
bel
Both Axis: Text: Arial, 14 ptColor = iShares Blue Black (0.61.108)Alignment =Center
0000
-iS-0
000
New
Tem
plat
e_20
06
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
0000
-iS-0
000
New
Tem
plat
e_20
06
•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
0000
-iS-0
000
New
Tem
plat
e_20
06
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
0000
-iS-0
000
New
Tem
plat
e_20
06
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
0000
-iS-0
000
New
Tem
plat
e_20
06
Search By Fund Category
www.iShares.com > iShares Quick Finder
0000
-iS-0
000
New
Tem
plat
e_20
06
Map
0000
-iS-0
000
New
Tem
plat
e_20
06
4.55 4.05
4.55
3.13
2.10
1.72
1.401.10
0.85
2.11
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).
0000
-iS-0
000