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Before you proceed, please take a moment to review and accept the following Terms and Conditions:
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
- who holds an Australian Financial Services License
- who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
- that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993 - that is a body registered under the Financial Corporations Act 1974.
- that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million. - that is a listed entity or a related body corporate of a listed entity
- that is an exempt public authority
- that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes. - that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
BlackRock's Multi-Asset Strategies team provides investment strategies and outcomes for clients, generating investment returns through asset allocation and alpha generating strategies across global equity, fixed income, currency, commodities and alternative investment markets.
By ensuring appropriate diversification across a wide range of asset classes and approaches investors can enhance risk-adjusted returns over the long term.
Our team of more than 150 multi-asset professionals provides unmatched coverage of global capital markets. Each strategy has a team of dedicated portfolio managers and research professionals. The investment process is enhanced by sharing insights across asset classes, regions, sectors, industries, currencies and securities.
Examples of the team’s diverse investment approaches include:
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These flexible total portfolio solutions provide our clients with a means of adding value by incorporating tactical multi-asset views. Ideas are generated from a fundamental research platform and will typically focus on top down views. Having assessed the macro environment, the team’s asset preferences are then implemented to reflect the market backdrop. A broad range of implementation tools are utilised to accurately reflect research views in equities, fixed income, alternatives and cash. Subject to client specific constraints, the tools will include direct securities, actively-managed pooled funds from BlackRock and third parties, index based strategies and ETFs and a broad range of derivatives.
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BlackRock’s risk-based strategy is the result of in-depth research on achieving diversification within multi-asset portfolios. BlackRock’s unique risk-factor approach uncovers the true drivers of asset class returns and seeks to allocate in a balanced manner, aiming to generate returns in a variety of market environments. The strategy employs a broad range of index strategies and physical holdings. It incorporates downside risk management to help protect returns during periods of extreme risk aversion.
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BlackRock’s Index Asset Allocation team helps clients manage portfolios of index funds and strategies and offers derivative-based hedging and overlay strategies across all asset classes. The platform comprises more than 1,800 funds and customised client strategies.
Clients benefit from tailored rebalancing methodologies, expert beta exposure selection (funds or derivatives), as well as reduced transaction and operational costs. Common to all BlackRock strategies is the firm’s rigorous risk management practices, which have characterised our investment process since the company’s inception.
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Our Multi-Strategy team aims to exploit the range and breadth of BlackRock’s hedge fund platform to deliver alpha with a low correlation to equity and bond markets. This single-manager multi-strategy approach benefits from a risk-based active strategy allocation process driven by the investment team’s insights. Factors that inform the allocation decisions include alpha driver indicators, macro indicators, market indicators and stock specific factors.
The Global Macro team aims to deliver consistent returns by carefully positioning the portfolio to capitalise on relative mispricings with offsetting long and short positions across equity markets, fixed income markets, currency markets and commodity markets. 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.
Reasons to partner with BlackRock for multi-asset strategies:
- A focus on customisation: We develop investment solutions that are tailored to clients' unique needs and constraints in their pursuit of alpha, using a flexible framework and a dynamic approach to asset allocation.
- Flexibility: BlackRock devotes significant resources to analysing and selecting return-generating strategies from internal as well as external passive investments with the aim of maximising our investors' opportunities for capturing value through asset allocation.
- Scale and scope: Our multi-asset strategies deliver independent and holistic views based on BlackRock's global capabilities, distilling the best ideas from our teams of investment professionals across the entire firm whose expertise spans asset classes, including equity, fixed income and alternative investments.
BlackRock refers to the BlackRock Group's capability, unless otherwise indicated.
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PERFORMANCE DATA
Performance figures represent past performance. Performance is not indicative of future performance and current performance may be higher or lower than the performance shown. Net performance figures are calculated after fund management fees and expenses, and assume reinvestment of distributions. Gross performance figures are calculated gross of ongoing fees and expenses. Unless otherwise stated, fund net performance (excluded iShares ETFs) is calculated on an exit-to-exit price basis, while iShares ETF net performance is calculated on a NAV price basis. Unless otherwise stated, performance for periods greater than one year is annualised and performance calculated to the last business day of the month.
IMPORTANT INFORMATION
Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL) for the exclusive use of the recipient, which warrants by receipt of this material that it is a wholesale client as defined under the Australian Corporations Act 2001 (Cth).
This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Information provided is for illustrative and informational purposes and is subject to change. It has not been approved by any regulator.
This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. BIMAL is a part of the global BlackRock Group which comprises of financial product issuers and investment managers around the world. BIMAL is the issuer of financial products and acts as an investment manager in Australia. BIMAL is the responsible entity and issuer of units in the Australian domiciled managed investment schemes referred to in this material, including the Australian domiciled iShares ETFs. Any potential investor should consider the latest product disclosure statement (PDS) before deciding whether to acquire, or continue to hold, an investment in any BlackRock fund. BlackRock has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each BlackRock fund and matters relevant to their distribution and review. The PDS and the TMD can be obtained by contacting the BIMAL Client Services Centre on 1300 366 100. In some instances the PDS and the TMD are also available on the BIMAL website at www.blackrock.com/au. An iShares ETF is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares ETF seeks to track. No index provider makes any representation regarding the advisability of investing in the iShares ETFs. Further information on the index providers can be found in the BIMAL website terms and conditions at www.blackrock.com/au.
BIMAL is the responsible entity and issuer of units in the Australian domiciled managed investment schemes referred to in this material, including the Australian domiciled iShares ETFs. Any potential investor should consider the latest product disclosure statement (PDS) before deciding whether to acquire, or continue to hold, an investment in any BlackRock fund. BlackRock has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each BlackRock fund and matters relevant to their distribution and review. The PDS and the TMD can be obtained by contacting the BIMAL Client Services Centre on 1300 366 100. In some instances the PDS and the TMD are also available on the BIMAL website at www.blackrock.com/au. An iShares ETF is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares ETF seeks to track. No index provider makes any representation regarding the advisability of investing in the iShares ETFs. Further information on the index providers can be found in the BIMAL website terms and conditions at www.blackrock.com/au.
BIMAL, its officers, employees and agents believe that the information in this material and the sources on which it is based (which may be sourced from third parties) are correct as at the date of publication. While every care has been taken in the preparation of this material, no warranty of accuracy or reliability is given and no responsibility for the information is accepted by BIMAL, its officers, employees or agents. Except where contrary to law, BIMAL excludes all liability for this information.
Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by BIMAL or any entity in the BlackRock group of companies.
This material contains links to third party websites. BlackRock does not control and is not responsible for the information contained within these websites. None of these links imply BlackRock's support, endorsement or recommendation of any other company, product or service.
No part of this material may be reproduced or distributed in any manner without the prior written permission of BIMAL.
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