Blackrock investing strategies

Our investment philosophy is based on an internally developed, model-driven investment approach that aims to balance risk, return and cost while seeking consistent outperformance versus a benchmark. These flexible, total portfolio solutions provide our clients with a means of adding value both in absolute return and versus custom benchmark portfolios. BlackRock has pioneered scientific active equity SAE investment solutions since Subject to client specific constraints, the tools include custom thematic equity baskets, index based strategies, derivatives, and actively-managed pooled funds from BlackRock,.

Fixed income views

As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Compare iShares ETFs side-by-side. It is about pioneering better ways of doing business, and creating the momentum to encourage invesfing and more people to opt in to the future we’re working to create. Investors large and small are adopting a sustainable approach to pursuing their financial goals. At BlackRock, we break down sustainable investing into four categories.

Reasons to partner with BlackRock for equities:

As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Compare iShares ETFs side-by-side. Factors — well known, well documented, well understood investment characteristics — are present in all portfolios. Factors are not new. Smart beta ETFs capture the power of factors, delivering them in a cost and tax efficient structure, revolutionizing the way investors access these historically rewarded investment ideas. In our pockets, we now hold the ability to summon a car, monitor our health, and make a restaurant reservation.

Our equity solutions cover:

As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Compare iShares ETFs side-by-side. Factors — well known, well documented, well understood investment characteristics — are present in all portfolios.

Factors are not new. Smart beta ETFs capture the power of factors, delivering them in a cost and tax efficient structure, revolutionizing the way investors access these historically rewarded investment ideas.

In our pockets, we now hold the ability to summon a car, monitor our health, and make a restaurant reservation. Advances in data and technology are driving innovation, bringing scale to reduce cost, and transforming our lives. Powered by data and technology, coupled with fundamental investment ideas, that new way of investing may be. But what are factors? As long as there have been markets, investors have bought cheap, trending, high quality, small, and lower risk stocks.

These simple strategies are what we now call factor investing. Factors are to securities what nutrients are to food. For example, just as milk contains fats and protein that contribute to its nutritional value, a stock might have value and momentum attributes that drive its returns.

And just as people have different nutritional needs, investors may need different factor exposures. Nutrients power you; factors power your portfolio. They have been around for decades and are grounded in rigorous, Nobel-prize winning research, but were primarily available through actively managed mutual funds.

The innovation is not the investment ideas themselves. Smart Beta Exchange Traded Funds capture the power of factors and deliver it in cost and tax efficient ETFs, revolutionizing the way investors access these rewarded investment ideas.

There are many ways to implement Factor ETFs. One way is as a complement to, or replacement for, traditional style box managers. See more use cases. Factor rotation strategies seek outperformance through the dynamic use of factors.

The BlackRock U. Want to stay in the loop regarding factors? Fund expenses, including management fees and other expenses were deducted. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing.

Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. There can be no assurance that performance will be blackrock investing strategies or risk will be reduced for funds that seek to provide exposure to certain quantitative investment characteristics «factors».

Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

There is no guarantee that the classification system used to determine the Factor Rotation model for the U. The fund may engage in active and frequent trading of its portfolio securities which may result in higher transaction costs to the fund. The fund is actively managed and does not seek to replicate the performance of a specified index. Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values.

Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Diversification and asset allocation may not protect against market risk or loss of principal. Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

There is no guarantee that any strategies discussed will be effective. None of these companies make any representation regarding the advisability of investing in the Funds.

All rights reserved. All other marks are the property of their respective owners. Skip to content. Our Company and Sites. United States Select location. Sign In. Investment Strategies. Market Insights. A new way to invest: Factor ETFs. Introducing factors and smart beta Factors — well known, well documented, well understood investment characteristics — are present in all portfolios.

Play Icon Created with Sketch. View transcript In our pockets, we now hold the ability to summon a car, monitor our health, and make a restaurant reservation. But, how is this relevant to our investments?

We need a new way. Factor investing can help. Smart Beta is here to stay. Smart Beta. A new way. Explore our Factor ETFs. Single Factor. Minimum Volatility. Fixed Income. VLUE has delivered better returns vs.

Past performance does not predict future returns. View standardized performance for iShares ETFs. Learn more Back. QUAL has delivered better returns vs. MTUM has delivered better returns vs. What is factor rotation? The Factor Blackrock investing strategies A new lens Understanding risk and drivers of performance can be difficult. The Factor Box provides a new lens, illuminating factor exposure in investments.

COM Dive deeper into factor investing. Education What is an ETF? ETFs vs. What is bond indexing? What is smart beta? What is sustainable investing? Targets exposure to a factor that has been a long-term driver of returns, such as momentum, quality, size and value. Seeks to provide diversified exposure to a variety of factors that have been identified as drivers of long-term performance: momentum, quality, size and value.

Targets stocks that exhibit a lower level of volatility than their peers. Targets exposure to historically rewarded factors in fixed income securities to help seek better risk-adjusted returns.

ESG Investing

Skip to content. Positioning reflects a systematic application of our insights concerning the three key drivers of asset returns: relative value, economic environment, and market sentiment, in conjunction with an assessment of the risk of the positions and the cost of trading the portfolio. Read the full report. Our investment teams engage with company management on a regular basis. The investment process is enhanced by sharing insight across asset classes, regions, sectors, industries, currencies and securities. Blackrock investing strategies views. These flexible, total portfolio solutions provide our clients with a means of adding value both in absolute return and versus custom benchmark portfolios. Adapting portfolios to climate change. Capital market assumptions. Our Company and Sites. The strategy employs a broad range of index strategies and physical holdings. Reasons to partner with BlackRock for equities: Global perspective: More than 70 offices in 27 countries covering the world’s financial markets, with significant presence in London, New York, San Francisco, Hong Kong, Singapore and Tokyo.