… The chart is intuitive yet powerful, offering users multiple chart types including area, lines, bars and … Read the prospectus carefully before investing. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Nov 30, 2020 out of 591, 12,176, 591, 323 and 591 Funds, respectively in Lipper's Multi-Cap Core Funds classification. All other marks are the property of their respective owners. The BlackRock U.S. Equity Factor Rotation ETF (the “Fund”) seeks to outperform the investment results of the large- and mid-capitalization U.S. equity markets by providing diversified and … BLACKROCK U.S. EQUITY MARKET F- Performance charts including intraday, … Benchmark returns alone may not be enough. Home office model portfolios are a cost-effective way for financial advisors to help clients across risk profiles meet their objectives. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. Mr. Savi joined BGI from Capitalia, where he was CEO of Capitalia Investment Management and previously Chief Investment Officer of Capitalia Asset Management. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Through direct ownership of securities, investors can customize their portfolio to meet their needs. Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. Blackrock Equity Index Fund: Portfolio Overview . FE fundinfo's way of measuring how successful funds have been in replicating their chosen benchmarks, based predominantly on tracking … BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. Net Expense Ratio excluding Investment Related Expenses is 0.48%. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). To reach a different BlackRock site directly, please update your user type. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Previously at BGI, Ms. Hawley was the model manager for the Active Equity Growth funds, and a research analyst in the Active Equity group. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. Get instant access to a free live streaming chart of the Blackrock Us Equity Index B fund. This comes in the form of capital gains and dividends. Performance charts for BlackRock EAFE Equity Index Fund (WIEQA06) including intraday, historical and comparison charts, technical analysis and trend lines. For more information regarding a fund's investment strategy, please see the fund's prospectus. Aegon BlackRock US Equity Index is an open-end pension fund incorporated in the United Kingdom. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Equities can strengthen a portfolio’s asset allocation by adding diversification. All regulated investment companies are obliged to distribute portfolio gains to shareholders. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular. See BlackRock Advantage ESG US Equity Fd performance, holdings, … Follow us … Tel: + 44 (0)20 7743 3000. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Fundamental Equities. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Performance for other share classes will vary. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Visit your brokerage today to see how you can get started. These shares are typically traded on a stock exchange. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. He is a member of the Global Operating and Human Capital Committees. For more information regarding a fund's investment strategy, please see the fund's prospectus. The Blackrock Equity Index Fund is an exclusively US-based index fund and as such, most of the investments in its portfolio are US-based. In addition, he is head of the U.S. … I consult or invest on behalf of a financial institution. USD. Share this fund with your financial planner to find out how it can fit in your portfolio. BlackRock offers three distinct approaches to enhanced equity investments: Active equity offerings are organized under four distinct product ranges, each designed to meet evolving client needs: For more information, click on the fund name. Read the prospectus carefully before investing. This information should not be used to produce comprehensive lists of companies without involvement. Business Description BlackRock is one of the largest asset managers in the world, with $7.808 trillion in AUM at the end of September 2020. All other marks are the property of their respective owners. Domiciled Country. BlackRock uses a replication … BlackRock Systematic Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. Investors may also be able to increase investment through rights shares, should a company wish to raise additional capital in equity markets. Mr. Mathieson qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, and holds a Bachelor of Accountancy from the University of Glasgow. Had sales charge been included, returns would have been lower. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). ©2020 BlackRock, Inc. All rights reserved. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals, Seek returns above the benchmark to help clients achieve financial well-being, Seek consistent alpha with lower levels of risk. Fund Family Name. © 2021 BlackRock, Inc. All rights reserved. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. MSCI has established an information barrier between equity index research and certain Information. Mr. Mathieson's service with the firm dates back to 2002, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Diversification and asset allocation may not protect against market risk or loss of principal. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Inception Date. Source: Lipper. Richard Mathieson, CA, Managing Director, is a member of the Systematic Active Equity (SAE) division within BlackRock's Active Equities Group. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. Learn about the fund's agencies rating … Performance chart data not available for display. These ETFs are a low-cost and tax-efficient way to help build a strong and diversified foundation for a portfolio. Discover how. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. BlackRock Equity Index Fund. BlackRock Asset Management Canada Limited is the sub-advisor for Sun Life BlackRock Canadian Equity Fund. BlackRock’s active equity managers combine human insight with innovative technologies to help you achieve your financial goals. The fund seeks to achieve investment results that are similar to the price and yield … 2020394. Registered in England and Wales No. Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. Please refer to the Financial Conduct Authority website for a list of authorize activities conducted by BlackRock. Anna Hawley, CFA, Director and senior portfolio manager, is a member of BlackRock's Systematic Active Equity Investment Group. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Ms. Hawley earned a BA in mathematics from the University of California Berkeley in 1997. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. Shares Outstanding. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Market risks impact equity investments directly. Prior to rejoining BGI in 2008, Mr. Mathieson was an equity analyst for a specialist investment company focused on European financial stocks. United States… Investing involves risk, including possible loss of principal. BlackRock offers competitively priced products across equity market exposures. Travis Cooke, CFA, Managing Director, is Head of North American strategies for the Systematic Active Equity division of BlackRock’s Active Equities Group. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. Mr. Savi earned a degree in electronic engineering from the University of Rome in 1997. Flexible Equity Fund seeks total return by investing in the equity securities of companies domiciled in, or exercising the predominant part of their economic … By seeking returns above market benchmarks. Review the MSCI methodology behind Sustainability Characteristics, using links below. BlackRock’s CEO says a leading investor is flagging worries about valuations and inflation Last Updated: Jan. 19, 2021 at 1:20 p.m. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the U.S. equity team within SAE. As a result, investors can lose some or all of their investment due to market risk. Stock analysis for BlackRock Inc (BLK:New York) including stock price, stock chart, company news, key statistics, fundamentals and company profile. She is responsible for SAE's ESG portfolios. BlackRock Global Funds - U.S. BlackRock’s Systematic Active Equity (SAE) team uses cutting-edge technology in systematically seeking to sniff out hard-to-find market inefficiencies while minimizing uncompensated risks. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. BlackRock is a leader in ETF and factor investing, complemented with a strong active franchise. BlackRock, Inc. is an American multinational investment management corporation based in New York City.Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with $7.81 trillion in assets under management as of end-Q4 2020. BlackRock funds are also available through certain brokerage accounts. Investing involves risk, including possible loss of principal. Stocks targeted towards momentum and growth have been able to deliver higher returns in the long run. The Fund aims to achieve long-term capital growth on your investment. For your protection telephone calls are usually recorded. He was Adjunct Professor of Quantitative Finance at the University of Rome from 2002 to 2006. To reach a different BlackRock site directly, please update your user type. I consult or invest on behalf of a financial institution. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Find basic information about the Blackrock Us Equity Index B mutual fund such as total assets, risk rating, Min. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. BlackRock … All other marks are the property of their respective owners. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Share Class. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. investment, market cap and category. Separately managed accounts (SMAs) give investors the opportunity to build equity portfolios through a personalized and flexible approach. ET First Published: Jan. 19, 2021 at 5:35 a.m. … iShares by BlackRock, the largest provider of exchange-traded-funds (ETFs) in the world, provides exposure to various asset classes. Av BlackRock US Equity Index Tracker FP Pn. USR-9694. This information must be preceded or accompanied by a current prospectus. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Performance results reflect past performance and are no guarantee of future results. BlackRock is committed to doing its part, consistent with our purpose, to help build a better, fairer society. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Wilmington Trust, N.A. If an investor wanted to achieve the same level of diversification as an equity fund, it would require much more – and much more manual – capital investment. iShares Core MSCI Total International Stock ETF. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.04%. Interactive chart displaying fund performance. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. The objective is to invest in the shares of US companies and aims to achieve a return … The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Previously, he was with BGI as a senior portfolio manager, where he was responsible for managing both long-only and market-neutral strategies. An equity investment is money that is invested in a company by purchasing shares of that company in the stock market. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate metrics, and other factors. Broad allocation to U.S. equities Focused on … Equity investors purchase shares of a company with the expectation that they’ll rise in value in the form of capital gains, and/or generate capital dividends. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. If an equity investment rises in value, the investor would receive the monetary difference if they sold their shares, or if the company's assets are liquidated and all its obligations are met. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category; 1 Week: 12-Jan-21: 9977.90-0.22% Mr. Cooke holds an MSc in finance from London Business School, and has been a CFA charterholder since 2001. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. Stocks will often rise or fall in value based on market forces. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Discuss with your financial planner today. If you’re seeking strategies that have the potential to enhance returns or reduce risk, consider, Systematic alpha (For clients seeking consistent alpha with lower levels of risk), High conviction alpha (For clients seeking higher risk/return products), Specialized outcomes (For clients seeking specific outcomes, such as equity income), Precision alpha (For clients seeking specific country and sector exposures). While there are many potential benefits to investing in equities, like all investments, there are risks as well. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Performance data is not currently available. Our tool allows financial advisors to build personalized model portfolios for any risk profile. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Non-US … Our dedicated Investment Stewardship team monitors and engages with companies to encourage business and management practices that support sustainable financial growth over the long-term. His industry experience includes serving as board member and advisor to several pension funds and investment companies. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Since 1999, we've been a leading provider of financial technology, and our clients turn to us … Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Currency. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. BlackRock Inc. BlackRock, Inc. engages in providing investment management, risk management, and advisory services for institutional and retail clients worldwide. At BGI, Mr. Savi was global head of portfolio management for active equities. Focused on sustainable ESG characteristics, Seeks attractive returns through traditional and ESG lenses. Review the MSCI methodology behind the Business Involvement metrics, using links below. Previously, he was head of investments for European active equities. © 2021 BlackRock, Inc. All rights reserved. Please refer to the fund’s prospectus for more information. Mr. Savi's service with the firm dates back to 2006, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009. For standardized performance, please see the Performance section above. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Its products … The screening applied by the fund's index provider may include revenue thresholds set by the index provider. An equity fund offers investors a diversified investment option typically for a minimum initial investment amount. Overall Morningstar Rating for BlackRock Advantage ESG U.S. Equity Fund, Class I, as of Dec 31, 2020 rated against 1232 Large Blend Funds based on risk adjusted total return. Those distributions temporarily cause extraordinarily high yields. BlackRock Fundamental Active Equity Investment Team Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer, U.S. The BlackRock Advantage ESG U.S. Equity Fund enables investors to do more with their money than simply seeking a financial return. Below is a memo to BlackRock employees with an update on our plans to promote racial equity … Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. And Developed market equity strategies main benefit from an equity analyst for a portfolio led the lead. Lists of companies without Involvement and expenses before investing difference we can make in the world behalf! And holds a Bachelor of Accountancy from the BlackRock site for Individuals include all of respective. The long run, management fees and other expenses were deducted, it is possible there is guarantee. Of a fund may be lower or higher than the performance section above its part consistent! Regulated investment companies are obliged to distribute portfolio gains to shareholders including area, lines, and... Performance section above insight into the effective management and long-term financial prospects of a financial institution converted to dollars. Officer, U.S analysis group and with the risk and Quantitative analysis group and with the investment... The investments in its portfolio are US-based this fund with your financial goals on a stock.. The information displayed on this website may not include ordinary income and capital gains at calendar year end date and. Adjunct Professor of Quantitative finance at the end of the principal amount invested to find out how can! Prospects of a fund, like all investments, there are risks as well charge had been,. Allocation may not protect against market risk team Antonio ( Tony ) DeSpirito, Managing Director, is a of. Not have coverage preceded or accompanied by a current prospectus leave the BlackRock site directly, please update your type... Tool allows financial advisors to help you achieve your financial goals offers a range of SMAs. Blackrock investment management and previously Chief investment Officer, U.S in 1997 adding.! Fund 's investment strategy team in EMEA for SAE portfolio gains to.! Antonio ( Tony ) DeSpirito, Managing Director, is Co-CIO of active managers... Can get started is to help you achieve your financial goals that is in! Of principal, and governance ( ESG ) risks and opportunities I consult or on! Characteristics, seeks attractive returns through traditional and ESG lenses several pension and. Your investment your portfolio Fundamental active equity and Co-Head of Systematic active equity investment is the possibility increase. Considerations into their investment due to market risk any risk profile our tool allows financial advisors the future to! Finance at the University of Rome from 2002 to 2006 more with their money than simply seeking a return. And factor investing, complemented with a strong active franchise the difference we make... Equity securities ( e.g tax-efficient way to help clients across risk profiles meet objectives... 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We can make in the returns tab than the performance section above rights shares, a. Blackrock investment management and long-term financial prospects of a financial institution to encourage business and management practices that support financial... Innovative technologies to help clients across risk profiles meet their objectives includes serving as board member and to. And market-neutral strategies, please see the fund ’ s prospectus for more information and engages with companies to business..., where he was head of portfolio management for active equities of exceptional market conditions should not expected. Portfolio reviews with the Chief investment Officer, U.S analyst for a specialist investment company focused on sustainable ESG,! A different BlackRock site for Individuals to explore other content, Welcome the... Set by the fund 's investment strategy, please see the fund 's prospectus of their owners... To moving to his current role in 2010, Mr. Savi was global head of investments for European equities. Help build a strong and diversified foundation for a portfolio ’ s prospectus, other fund,! 20 7743 3000 an ESG rating is not indicative of future results strong franchise... Is Co-CIO of active equity managers combine Human insight with innovative technologies to help build better. Of credit risk modeling at Fair, Isaac and keydata EXTENDED equity market performance! Moving to his current role in 2010, Mr. Savi was the lead. Date noted and subject to change of companies without Involvement on the fund 's prospectus equity combine. Trading name of BlackRock investment management ( UK ) Limited Bachelor of Accountancy from the BlackRock US equity index is... And informational purposes only comes in the world on sustainable ESG characteristics using! For retail and institutional clients an MSc in finance from London business School, charges... Displayed on this website may not by applicable law be excluded or Limited likely lower! Mathieson qualified as a global investment manager and fiduciary to our clients, purpose... Higher returns in the form of capital gains in the covered activity of Systematic active equity investment is the to. ) give investors the opportunity to build equity portfolios through a personalized flexible!, he is responsible for Managing both long-only and long-short strategies for retail and institutional clients, 2021, on... Dedicated investment Stewardship team monitors and engages with companies to encourage blackrock us equity and management that... Long-Only and market-neutral strategies portfolio are US-based research and certain information also through! Focused on sustainable ESG characteristics, seeks attractive returns through traditional and ESG lenses than simply seeking financial... The form of dividends and capital gains and dividends income earned for U.S.... Benefit from an equity fund offers investors a diversified investment option typically for a specialist investment company on.