The screening applied by the fund's index provider may include revenue thresholds set by the index provider. 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. 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. shares) of companies domiciled in, listed in, or the main business of which is in, the United States … Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. investment, market cap and category. 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. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. Performance for other share classes will vary. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. BlackRock Fundamental Active Equity Investment Team Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer, U.S. © 2021 BlackRock, Inc. All rights reserved. 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. Market risks impact equity investments directly. Those distributions temporarily cause extraordinarily high yields. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Its products … Current performance may be lower or higher than the performance data quoted. 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. This information must be preceded or accompanied by a current prospectus. BLACKROCK U.S. EQUITY MARKET F- Performance charts including intraday, … The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. This comes in the form of capital gains and dividends. Follow us … 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. BlackRock offers competitively priced products across equity market exposures. 2020394. 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. N/A. 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. Get instant access to a free live streaming chart of the Blackrock Us Equity Index B fund. See BlackRock Advantage ESG US Equity Fd (BIRAX) mutual fund ratings from all the top fund analysts in one place. All other marks are the property of their respective owners. … 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. For newly launched funds, sustainability characteristics are typically available 6 months after launch. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iRETIRE, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, TARGET DATE EXPLORER the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Richard Mathieson, CA, Managing Director, is a member of the Systematic Active Equity (SAE) division within BlackRock's Active Equities Group. FE fundinfo's way of measuring how successful funds have been in replicating their chosen benchmarks, based predominantly on tracking … These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. BlackRock is a leader in ETF and factor investing, complemented with a strong active franchise. For standardized performance, please see the Performance section above. Share Class. Mr. Mathieson qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, and holds a Bachelor of Accountancy from the University of Glasgow. Investing involves risk, including possible loss of principal. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. An equity fund offers investors a diversified investment option typically for a minimum initial investment amount. 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% BlackRock offers a range of equity SMAs and model portfolios for financial advisors. BlackRock Systematic Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. 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. Wilmington Trust, N.A. Flexible Equity Fund seeks total return by investing in the equity securities of companies domiciled in, or exercising the predominant part of their economic … Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. The metrics below have been provided for transparency and informational purposes only. Performance data is not currently available. BlackRock Inc. BlackRock, Inc. engages in providing investment management, risk management, and advisory services for institutional and retail clients worldwide. Broad allocation to U.S. equities Focused on … Below is a memo to BlackRock employees with an update on our plans to promote racial equity … 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. 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. 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. Ms. Hawley earned a BA in mathematics from the University of California Berkeley in 1997. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the U.S. equity team within SAE. I consult or invest on behalf of a financial institution. 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. For your protection telephone calls are usually recorded. 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. Travis Cooke, CFA, Managing Director, is Head of North American strategies for the Systematic Active Equity division of BlackRock’s Active Equities Group. USR-9694. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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. iShares Core MSCI Total International Stock ETF. Visit your brokerage today to see how you can get started. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Source: Lipper. These ETFs are a low-cost and tax-efficient way to help build a strong and diversified foundation for a portfolio. Interactive chart displaying fund performance. BlackRock uses a replication … Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Currency. In addition, he is head of the U.S. … Blackrock Equity Index Fund: Portfolio Overview . By seeking returns above market benchmarks. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. All regulated investment companies are obliged to distribute portfolio gains to shareholders. Business Involvement metrics are not indicative of a fund’s investment objective, 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. The BlackRock Advantage ESG U.S. Equity Fund enables investors to do more with their money than simply seeking a financial return. The fund seeks to achieve investment results that are similar to the price and yield … Shares Outstanding. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. 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. Mr. Savi earned a degree in electronic engineering from the University of Rome in 1997. 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. BlackRock … Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. BlackRock offers competitively priced products across equity … ©2020 BlackRock, Inc. All rights reserved. To reach a different BlackRock site directly, please update your user type. Tel: + 44 (0)20 7743 3000. Performance chart data not available for display. Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. 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. 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. Mr. Savi joined BGI from Capitalia, where he was CEO of Capitalia Investment Management and previously Chief Investment Officer of Capitalia Asset Management. See BlackRock Advantage ESG US Equity Fd performance, holdings, … The Fund aims to achieve long-term capital growth on your investment. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the U.S. equity team within SAE. Previously at BGI, Ms. Hawley was the model manager for the Active Equity Growth funds, and a research analyst in the Active Equity group. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Av BlackRock US Equity Index Tracker FP Pn. USD. Net Expense Ratio excluding Investment Related Expenses is 0.48%. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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. Stocks will often rise or fall in value based on market forces. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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. 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. He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. This commitment to make change is core to who BlackRock is and the difference we can make in the world. Diversification and asset allocation may not protect against market risk or loss of principal. MSCI has established an information barrier between equity index research and certain Information. 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 information shown without sales charge would have been lower if the applicable sales charge had been included. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Focused on sustainable ESG characteristics, Seeks attractive returns through traditional and ESG lenses. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. There is no assurance that a fund will repeat that yield in the future. 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. 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. For more information regarding a fund's investment strategy, please see the fund's prospectus. Home office model portfolios are a cost-effective way for financial advisors to help clients across risk profiles meet their objectives. Our tool allows financial advisors to build personalized model portfolios for any risk profile. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Review the MSCI methodology behind the Business Involvement metrics, using links below. N/A. 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. 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