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Fact Sheet

NameDescriptionDate
FlexShares Core Select Bond Fund1st Quarter 20172017-03-31
FlexShares STOXX® US ESG Impact Index Fund1st Quarter 20172017-03-31
FlexShares STOXX® Global ESG Impact Index Fund1st Quarter 20172017-03-31
FlexShares US Quality Large Cap Index Fund1st Quarter 20172017-03-31
FlexShares Credit-Scored US Long Corporate Bond Index Fund1st Quarter 20172017-03-31
FlexShares Credit-Scored US Corporate Bond Index Fund1st Quarter 20172017-03-31
FlexShares Disciplined Duration MBS Index Fund1st Quarter 20172017-03-31
FlexShares Global Quality Real Estate Index Fund1st Quarter 20172017-03-31
FlexShares iBoxx® 3-Year Target Duration TIPS Index Fund1st Quarter 20172017-03-31
FlexShares iBoxx® 5-Year Target Duration TIPS Index Fund1st Quarter 20172017-03-31
FlexShares International Quality Dividend Defensive Index Fund1st Quarter 20172017-03-31
FlexShares International Quality Dividend Dynamic Index Fund1st Quarter 20172017-03-31
FlexShares International Quality Dividend Index Fund1st Quarter 20172017-03-31
FlexShares Morningstar® Developed Markets ex-US Factor Tilt Index Fund1st Quarter 20172017-03-31
FlexShares Morningstar® Emerging Markets Factor Tilt Index Fund1st Quarter 20172017-03-31
FlexShares Morningstar® Global Upstream Natural Resources Index Fund1st Quarter 20172017-03-31
FlexShares Morningstar® US Market Factor Tilt Index Fund1st Quarter 20172017-03-31
FlexShares Quality Dividend Defensive Index Fund1st Quarter 20172017-03-31
FlexShares Quality Dividend Dynamic Index Fund1st Quarter 20172017-03-31
FlexShares Quality Dividend Index Fund1st Quarter 20172017-03-31
FlexShares Ready Access Variable Income Fund1st Quarter 20172017-03-31
FlexShares STOXX® Global Broad Infrastructure Index Fund1st Quarter 20172017-03-31
FlexShares Real Assets Allocation Index Fund1st Quarter 20172017-03-31
FlexShares Currency Hedged Morningstar® EM Factor Tilt Index Fund1st Quarter 20172017-03-31
FlexShares Currency Hedged Morningstar® DM ex-US Factor Tilt Index Fund1st Quarter 20172017-03-31

Market Commentary

NameDescriptionDate
A Climate for Real AssetsLearn why we believe investors in real assets should take an optimized approach.2017-06-13
Challenges in the ESG EnvironmentLearn why we believe in ESG despite recent proposed legislative rollbacks on corporate governance and climate change.2017-06-06
Liquidity Investing - The Fork in the Road    Learn more about Money Market Reform and how it will impact your clients investments.2016-11-15
An Approachable Guide to Factor Investing and Smart Beta    The goal of this paper is to help advisors understand these topics so they can make informed decisions about potentially using factor and smart beta investment strategies in client portfolios.2016-07-15
Investment FocusFarewell to Real Assets? Not Yet2016-06-02

Reprint

NameDescriptionDate
A Solutions-Oriented Fund Family    Advisor Perspectives interviews Shundrawn Thomas2016-08-02

White Paper

NameDescriptionDate
Leveraging the Power of Tech to Connect with Millennial InvestorsLearn how advisors and millennials can connect through technology.2017-06-16
The Case for QualityThe Importance of Measuring Dividend Quality.2017-06-13
Broadening the Scope of InfrastructureLearn how broadening your definition of infrastructure may prove valuable to your portfolio.2017-06-05
Applying Quality to Your CoreApplying the quality strategy to your core investments through QLC.2017-05-23
Understanding Strategic BetaInsight into this growing investing approach.2017-05-08
Hedging Your TiltRead about our strategic, holistic approach to hedging against exchange rate risk.2017-05-08
What's Your Client's Interest Rate Scenario?Examine four fixed income ETF strategies that address various interest rate scenarios.2017-04-14
Make the Trend Your FriendExplore the 9 trends reshaping our industry.2017-03-31
The Rise of Fixed Income ETFsUnderstanding the best approach to fixed income ETF investing.2017-03-13
Global Real Estate InvestingMaking the case for Global Real Estate Investing.2017-02-24
Inflation Scenario PlanningPlanning for potential inflation with TIPS, GUNR and NFRA2017-02-21
President's PerspectivesThe Simple Truth from FlexShares.2017-02-14
Alternative TiltingThe Case for Tilted Indexing2017-01-24
Moving UpstreamMaking the case for investing in natural resources2017-01-19
Key Differences Between ETFs & Mutual FundsComparison chart of the differences between ETFs and mutual funds.2016-11-30
The Changing Face of RetirementLearn more about the issues vexing investors in meeting the challenge of retirement income.2016-11-30
A Disciplined Duration Approach to Mortgage-Backed SecuritiesSince 1970, mortgage-backed securities (MBS) have provided investors with quality returns, diversification versus other fixed income sectors, and liquid trading markets. The key concern, however, is the dramatic effect of prepayments on MBS performance and valuations. Learn how a disciplined duration approach seeks to minimize the undesirable effects caused by the contraction of effective duration.2016-11-15
The Case for Investing LiquidityLearn more about how RAVI is designed to help investors capitalize on the opportunities presented by the new paradigm.2016-10-25
Understanding the FlexShares Circle of GoalsA graphic representation of how we help our clients invest with purpose.2016-10-20
Historical NAV of RAVI Fund    Quarterly review of net asset value and performance of RAVI.2016-10-19
ETF Trading EssentialsEven though ETFs trade on an exchange, too many investors miss the subtleties of ETF trading. Learn more about ETF trading basics.2016-09-16
Everything You Wanted to Know About ETFsLooking for a short primer on ETFs? Learn about this dynamic product that is taking the investing public by storm.2016-09-14
The ETF Creation/ Redemption ProcessUnderstanding a unique feature of ETFs.2016-09-09
Do Presidential Elections Impact the Market?Get a historical perspective.2016-09-01
Why ESG May Finally Gain TractionLearn about our integrated approach to ESG investing.2016-08-25
Does Your Client Have A Secret Life?    Today's investors live a rich, secret—but not unknowable—life that continues after they leave the financial advisor's office.2016-08-23
Historical Perspective on ESG InvestingSeven distinct approaches to ESG investing have emerged over time - learn more about them and our integration approach.2016-08-15
Hedging InflationThe Case for Precise Targeting of TIPS Durations2016-06-30
U.S. Department of Labor Fiduciary Rule    Under the Department of Labor's new fiduciary rule, financial services providers are required to acknowledge fiduciary status for themselves and their advisors when giving retirement advice. Learn more about how this rule presents sweeping changes for the money management industry.2016-06-09
A Simpler Way to Add the Benefits of Real Asset InvestingLearn how the ASET fund provides investors with a turnkey core real assets allocation fund to help address inflation hedging, diversification and income needs.2016-04-19
MBS Duration and Volatility    Learn how MBSD did during the recent times of volatility.2016-05-16
Why FlexShares?Understanding our unique focus on "investing with purpose."2016-04-21
Determining the Liquidity of an ETF    Not all ETFs are "traded equal" - Understanding trading during these volatile times is key.2016-02-23
The Case for QualityLearn how the quality factor can appeal to risk-averse investors.2016-02-19
The FlexShares Corporate Bond Credit ScoreLearn FlexShares innovative approach to fixed income through the application of a contemporary credit evaluation process with our proprietary credit scoring methodology.2015-11-30
Understanding ETF Liquidity    Understanding ETF liquidity will help you optimize trades at the best possible price in order to gain potentially higher total returns.2015-10-15
ETF Due Diligence    It is important to establish a well designed process for evaluating ETFs.2015-09-28
The Rise of Robo Advisory    Learn how you can differentiate yourself against this new breed of online financial advisor.2015-09-25
How to Reach Executive Women Investors    When is the last time you found an untapped market for your services? For many advisors, high-net-worth executive women may just be that potential market.2015-08-27
ETFs vs. Mutual Funds: The Same, But (Very) DifferentEvaluation of the differences between ETFs and mutual funds.2015-08-26
The Total Cost of ETF OwnershipAn Important — but Complex — Calculation2015-05-26
Flexible IndexingLearn about Flexible Indexing, our investor-centric approach to nontraditional index strategies.2015-01-31

Brochure

NameDescriptionDate
FlexShares Product LineupFlexShares ETFs - Different, By Design2016-11-21
FlexShares Fund SetFlexShares ETFs Fund Lineup2016-11-21
FlexShares BrochureFlexShares ETFs – Built By Investors, For Investors2015-08-27

Flexible Thinking

NameDescriptionDate
Infrastructure Equities: Income, Inflation-Hedging and Diversification PotentialLearn how infrastructure investing can enhance the income potential within your client's portfolios.2016-08-01
Addressing Corporate Bond Liquidity Challenges    Flexible Thinking on fixed income ETFs2016-03-22
Real Estate Equities    Total Returns, Inflation-Hedging Potential, Diversification2016-02-15
Using MAD    Advisors have often relied upon modified adjusted duration as a way to measure potential TIPS price moves – what about now?2016-01-31

Prospectus

NameDescriptionDate
FlexShares Core Select Bond FundSummary Prospectus2017-03-01
FlexShares Core Select Bond FundStatutory Prospectus2017-03-01
FlexShares Core Select Bond FundStatement of Additional Information2017-03-01
FlexShares STOXX® US ESG Impact Index FundSummary Prospectus2017-03-01
FlexShares STOXX® Global ESG Impact Index FundSummary Prospectus2017-03-01
FlexShares Real Assets Allocation Index FundSummary Prospectus2017-03-01
FlexShares Currency Hedged Morningstar® EM Factor Tilt Index FundSummary Prospectus2017-03-01
FlexShares Currency Hedged Morningstar® DM ex-US Factor Tilt Index FundSummary Prospectus2017-03-01
FlexShares US Quality Large Cap Index FundSummary Prospectus2017-03-01
FlexShares Credit-Scored US Long Corporate Bond Index FundSummary Prospectus2017-03-01
FlexShares Credit-Scored US Corporate Bond Index FundSummary Prospectus2017-03-01
FlexShares Disciplined Duration MBS Index FundSummary Prospectus2017-03-01
FlexShares Global Quality Real Estate Index FundSummary Prospectus2017-03-01
FlexShares iBoxx® 3-Year Target Duration TIPS Index FundSummary Prospectus2017-03-01
FlexShares iBoxx® 5-Year Target Duration TIPS Index FundSummary Prospectus2017-03-01
FlexShares International Quality Dividend Defensive Index FundSummary Prospectus2017-03-01
FlexShares International Quality Dividend Dynamic Index FundSummary Prospectus2017-03-01
FlexShares International Quality Dividend Index FundSummary Prospectus2017-03-01
FlexShares Morningstar® Developed Markets ex-US Factor Tilt Index FundSummary Prospectus2017-03-01
FlexShares Morningstar® Emerging Markets Factor Tilt Index FundSummary Prospectus2017-03-01
FlexShares Morningstar® Global Upstream Natural Resources Index FundSummary Prospectus2017-03-01
FlexShares Morningstar® U.S. Market Factor Tilt Index FundSummary Prospectus2017-03-01
FlexShares Quality Dividend Defensive Index FundSummary Prospectus2017-03-01
FlexShares Quality Dividend Dynamic Index FundSummary Prospectus2017-03-01
FlexShares Quality Dividend Index FundSummary Prospectus2017-03-01
FlexShares Ready Access Variable Income FundSummary Prospectus2017-03-01
FlexShares Ready Access Variable Income FundStatutory Prospectus2017-03-01
FlexShares STOXX® Global Broad Infrastructure Index FundSummary Prospectus2017-03-01
FlexShares Family of Index ETFsStatutory Prospectus2017-03-01
FlexShares Ready Access Variable Income FundStatement of Additional Information2017-03-01
FlexShares Family of Index ETFsStatement of Additional Information2017-03-01

Semiannual and Annual Report

NameDescriptionDate
2016 FlexShares Annual ReportReview Our Report2016-10-31
FlexShares Semiannual ReportReview Our Report2016-04-30
2015 FlexShares Annual ReportReview Our Report2015-10-31
FlexShares Semiannual ReportReview Our Report2015-04-30
2014 FlexShares Annual ReportReview Our Report2014-10-31
FlexShares Semiannual ReportReview Our Report2014-04-30
2013 FlexShares Annual ReportReview Our Report2013-10-31
FlexShares Semiannual ReportReview Our Report2013-04-30
2012 FlexShares Annual ReportReview Our Report2012-10-31
FlexShares Semiannual ReportReview Our Report2012-04-30
2011 FlexShares Annual ReportReview Our Report2011-10-31

Performance

NameDescriptionDate
FlexShares Historical PerformanceAs of May 31, 20172017-05-31

Tax Information/Legal Notices

NameDescriptionDate
FlexShares 2016 ICI Secondary Layout ExcerptThis file is an excerpt from the ICI Secondary Layout, which provides investors with additional tax-related information for FlexShares ETFs and is a companion piece to the ICI Primary Layout Excerpt.2017-01-24
FlexShares 2016 ICI Primary Layout ExcerptThis file is an excerpt from the ICI Primary Layout, which provides investors with useful information related to the taxability of distributions that FlexShares ETFs paid during the calendar year and is applicable to all of our Funds.2017-01-18
FlexShares iBoxx® 5-Year Target Duration TIPS Index FundForm 8937 - Report of Organizational Actions Affecting Basis of Securities2017-01-18
FlexShares iBoxx® 3-Year Target Duration TIPS Index FundForm 8937 - Report of Organizational Actions Affecting Basis of Securities2017-01-18
FlexShares International Quality Dividend Dynamic Index FundForm 8937 - Report of Organizational Actions Affecting Basis of Securities2017-01-18
FlexShares Currency Hedged Morningstar® DM ex-US Factor Tilt Index FundForm 8937 - Report of Organizational Actions Affecting Basis of Securities2017-01-18
FlexShares 12(d)(1) Exemptive Orders: Ineligible FlexShares FundsThis document lists the FlexShares Funds that are ineligible for purchase by other investment companies ("Investing Funds") in excess of the limits set forth under sections 12(d)(1)(A) and 12(d)(1)(B) of the 1940 Act pursuant to FlexShares 12(d)(1) Exemptive Orders.2016-11-18

Infographics

NameDescriptionDate
NFRA Index Methodology InfographicQuick guide to the investment process we use for NFRA.2017-05-22
2017 ETF Industry HighlightsKey points from the 2017 President's Perspective.2017-03-06
RAVI Management FrameworkQuick guide to the investment process we use for RAVI.2017-01-25
ESGG Index Methodology InfographicQuick guide to the investment process we use for ESGG.2016-11-30
ESG Index Methodology InfographicQuick guide to the investment process we use for ESG.2016-11-30
Principles to Competing Successfully InfographicOverview on differentiating yourself in today’s quickly changing investing Robo Advisory environment.2016-09-26
Profile of an ESG InvestorAre You A Traditional ESG Investor?2016-08-15
TDTF Index Methodology InfographicQuick guide to the investment process we use for TDTF.2016-07-05
TDTT Index Methodology InfographicQuick guide to the investment process we use for TDTT.2016-07-05
TILT Index Methodology InfographicQuick guide to the investment process we use for TILT.2016-06-10
TLTD and TLDH Index Methodology InfographicQuick guide to the investment process we use for TLTD and TLDH.2016-06-10
TLTE and TLEH Index Methodology InfographicQuick guide to the investment process we use for TLTE and TLEH.2016-06-10
GUNR Index Methodology InfographicQuick guide to the investment process we use for GUNR.2016-06-10
MBSD Index Methodology InfographicQuick guide to the investment process we use for MBSD.2016-04-20
GQRE Index Methodology InfographicQuick guide to the investment process we use for GQRE.2016-03-16
LKOR Index Methodology InfographicQuick guide to the investment process we use for LKOR.2016-03-16
SKOR Index Methodology InfographicQuick guide to the investment process we use for SKOR.2016-03-16
IQDE Index Methodology InfographicQuick guide to the investment process we use for IQDE.2016-03-16
IQDF Index Methodology InfographicQuick guide to the investment process we use for IQDF.2016-03-16
IQDY Index Methodology InfographicQuick guide to the investment process we use for IQDY.2016-03-16
QDF Index Methodology InfographicQuick guide to the investment process we use for QDF.2016-03-16
QDEF Index Methodology InfographicQuick guide to the investment process we use for QDEF.2016-03-16
QDYN Index Methodology InfographicQuick guide to the investment process we use for QDYN.2016-03-16
QLC Index Methodology InfographicLearn the process of we use to get quality from large caps.2015-11-30
Your Cash May Be Costing You InfographicInvestors are re-examining the opportunity cost of their cash allocation.2015-07-24
The Total Cost of ETF Ownership InfographicGo beyond the expense ratio and aim for a full understanding of ETF costs.2015-06-15