BlackRock Fund Advisors serves as the issuer of the iShares Yield Optimized Bond ETF (YSEP). This ETF utilizes flexible exchange options (FLEX Options) that reference the performance of the iShares MSCI EAFE ETF. YSEP employs a target outcome strategy, seeking to provide investors with specific investment outcomes based on the performance of the underlying security. The issuer aims to offer downside protection and limited upside participation, making YSEP suitable for investors seeking a balanced risk-return profile in the international equity market.
The iShares MSCI EAFE ETF (YSEP) is designed to track the performance of the MSCI EAFE Index, which represents developed market equities outside of the U.S. and Canada. Managed by BlackRock Fund Advisors (BFA), YSEP employs a passive indexing approach, aiming to provide investors exposure to large- and mid-capitalization companies in Europe, Australasia, and the Far East. With a focus on representing the investment characteristics of its underlying index, YSEP serves as an investment vehicle for those seeking diversification across international markets.
The Innovator MSCI EAFE Power Buffer ETF (YSEP) employs a target outcome strategy using FLEX Options to track the investment results of the iShares MSCI EAFE ETF. These FLEX Options offer predefined investment outcomes, including a buffer against the first 10% of losses and a capped upside return, which are aligned with the performance of the underlying iShares MSCI EAFE Index. This approach provides investors with the ability to potentially mitigate downside risk while participating in the potential gains of the MSCI EAFE Index within a specific Target Outcome Period.
The iShares MSCI EAFE ETF (YSEP) seeks to achieve its investment objective by investing primarily in Flexible Exchange® Options (FLEX Options) linked to the price performance of the MSCI EAFE Index. YSEP's correlation with the MSCI EAFE Index is maintained through the use of these customizable options contracts, providing investors exposure to developed market equities outside of the U.S. and Canada. The FLEX Options strategy allows for potential gains tied to the Index's performance while offering downside protection against losses within predefined levels.
The iShares MSCI EAFE ETF (YSEP) seeks to provide investors with exposure to developed market equities outside of the U.S. and Canada. YSEP aims to track the MSCI EAFE Index, composed of large- and mid-capitalization companies from 21 developed market countries or regions, including Europe, Australasia, and the Far East. By investing primarily in securities of the MSCI EAFE Index and utilizing a representative sampling indexing strategy, YSEP offers a way for investors to gain broad international equity exposure in the non-U.S. and non-Canadian developed market segment.
The FLEX Options strategy employed by the Innovator MSCI EAFE Power Buffer ETF (YSEP) aims to provide investors with exposure to the performance of the iShares MSCI EAFE ETF. YSEP seeks to achieve a targeted outcome by using a combination of FLEX Options to provide a buffer against the first 10% of losses in the iShares MSCI EAFE ETF while capping the potential upside at a specified level. This strategy is designed to offer investors a controlled risk-reward profile within the context of the international developed equity markets represented by the MSCI EAFE Index.
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