INVESTING
Individual Investors
An individual investor, also known as a retail client and a private client, is a client organisation or individual who cannot meet both (i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive II (Directive 2014/65/EU), and (ii) one or more of the qualified investor criteria set out in Article 2(e) of the Prospectus Regulation ((EU) 2017/1129).
Terms and Conditions
Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
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The offshore funds described in the following pages are administered and managed by companies within the BlackRock Group and can be marketed in certain jurisdictions only. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. Further information is available in the Prospectus or other constitutional document for each fund.
This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.
Specifically, the funds described are not available for distribution to or investment by US investors. The units/shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.
The funds described have not been, nor will they be, qualified for distribution to the public in Canada as no prospectus for these funds has been filed with any securities commission or regulatory authority in Canada or any province or territory thereof. This website is not, and under no circumstances is to be construed, as an advertisement or any other step in furtherance of a public offering of shares in Canada. No person resident in Canada for the purposes of the Income Tax Act (Canada) may purchase or accept a transfer of shares in the funds described unless he or she is eligible to do so under applicable Canadian or provincial laws.
Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus, key investor information document or other applicable terms and conditions).
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Risk Warnings
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager.
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Investors should read the offering documents for further details including the risk factors before making an investment.
For Investors in Denmark:
Investors should read the fund specific risks in the Key Investor Information Document and the Company’s Prospectus. Copies of all documentation can be obtained free of charge from offices of the paying agent at BlackRock (Netherlands) BV, Copenhagen Branch, Harbour House, Sundkrogsgade 21, 2100 København Ø, Denmark.
Please note that while some of the BlackRock funds are "ring-fenced", others form part of a single company and are not. For BlackRock funds that do not have segregated liability status, in the event of a single BlackRock fund being unable to meet liabilities attributable to that BlackRock fund out of the assets attributable to it, the excess may be met out of the assets attributable to the other BlackRock funds within the same company. We refer you to the prospectus or other relevant terms and conditions of each BlackRock fund for further information in this regard.
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Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Investors face many challenges related to sustainable and transition investing, including distilling large volumes of data and information, navigating a changing landscape, and finding the right investment products to meet their needs.
BlackRock is here to listen to investors’ goals, share insights, and offer investment choices.
Understanding how to incorporate sustainable and transition investing objectives with BlackRock.
Investors can find resources to:
Access ready-made sustainable portfolios
For investors seeking a ready-made sustainable portfolio, our BlackRock ESG Multi-Asset Portfolio UCITS ETFs seek to provide a total return through actively managed, multi-asset portfolios, at least 80% of which meets certain ESG criteria, whilst targeting a specific risk profile. We have products across conservative, moderate and growth risk profiles: all of these are built with iShares ETF building blocks. These funds are diversified, risk-managed and cost-effective. These products are managed by our Model Portfolio Solutions team who can leverage BlackRock’s scale, size and expertise to make asset allocation decisions based on considered assumptions of risk and return.
Risk: Any funds in BlackRock Multi-Asset Portfolio ESG ETFs may invest in a variety of investment strategies and instruments while aiming to be highly diversified in terms of risk and returns. The Funds are therefore directly and indirectly, through their investments, subject to the risks each of these investment strategies and instruments are subject to.
Risk: The environmental, social and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from portfolios that do not apply similar ESG considerations to their investment process.
Research is at the center of our investment approach and processes. It informs our pursuit of the best risk-adjusted returns within investors’ mandates, and it underpins product creation and innovation.
Using a variety of sustainability data sources has become commonplace, but managing multiple data points is a challenge. Translating data into investment terms requires deep risk-management expertise.
BlackRock has a long history of leading financial modeling and risk-management capabilities - rooted in our ability to efficiently and quickly process large quantities of data. Our global team of investment and sector specialists, climate scientists, data analysts, engineers, and geologists drive our research and technology platform to deliver unique insights to investors.
Investors can find and compare sustainability metrics for our products on BlackRock.com product pages (and iShares ETFs and index funds on iShares.com). This includes MSCI ESG Fund Rating, Quality Score, Weighted Average Carbon Intensity, Implied Temperature Rise metric (where there is sufficient coverage) and SFDR Article 8 and 9 classifications.
We provide choice to meet their needs through our Sustainable and Transition Investing Investment platforms.
Investors look to BlackRock to meet their needs. We give investors a choice of offerings to achieve their goals - from products with improved sustainability characteristics vs. a benchmark, to investments designed to achieve positive, measurable impact.
Using BlackRock’s Sustainable Investing Platform, investors can navigate BlackRock funds across asset classes that align with their sustainable investing goals. This platform groups all BlackRock products according to four sustainable approaches, helping investors choose from a full range of building blocks. At BlackRock, we have designed a sustainable platform offering, single, and multi-theme, solutions across all asset classes.
Visit the product screener to view the funds.
1. Source: Morningstar as of 12/31/2022. Based on 228 sustainable ETFs as defined by Morningstar to have a sustainability focus. This includes funds classified as ESG integration, impact, and sector funds. BlackRock manages 11 of the top 19 ETFs by AUM globally.
2. Source: BlackRock, March 2023. In Cash Management we launched one of the industry’s first environmentally focused cash management strategy – LEAF.
3. Source: BlackRock, March 2023. We were a first mover in renewable power, launching our Climate Infrastructure (formerly Global Renewable Power) franchise in 2012. The firm now manages dedicated renewable power platform with $9+ billion in client assets (Source: BlackRock June 2023).
Our transition investing platform offers a breadth of offerings to meet investors’ needs, and is powered by our proprietary research, global scale, and specialists across the firm. The platform offers breadth across asset classes, including exposures across index, active and private markets exposures.
of global institutional investors expect to increase their allocations to transition strategies over the next 1-3 years, based on our 2023 survey.
Source: BlackRock iResearch Services global survey, sample size n=200, May-June 2023. Survey covered institutional investors’ attitudes, approaches, barriers and opportunities regarding transition investing.
4. Source: BlackRock, March 2023.
5. The Infrastructure Investor awards honour the sector’s managers, investors, and advisers who have excelled in their respective fields globally.