Global Institutional Website Attestation
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The information contained on the LifePath Paycheck website is intended for the following audiences in the U.S. only: Eligible collective investment fund investors who are: (1) U.S. retirement, pension, profit-sharing or stock bonus plans that are qualified under Internal Revenue Code (“IRC”) Section 401(a) and tax-exempt under IRC Section 501(a); or (2) U.S. Governmental 457(b) plans.
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Our CIU team can analyze how your peers are investing, their allocation choices, risk tolerance and how those decisions may perform, to provide actionable insights for your portfolio.
Source: BlackRock. The charts above are for illustrative purposes only and do not depict actual data. Indexes are unmanaged. It is not possible to invest directly in an index.
Aladdin® is a tech platform that unifies the investment management process and centers around the whole portfolio, across public, private and future markets. Aladdin helps to illuminate potential outcomes you aspire to deliver on behalf of your end investors - for this era and the next.
Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
The material is for information purposes only. It is not intended for and should not be distributed to, or relied upon by, members of the public.
It is not intended to be a forecast, research or investment advice, and is not a recommendation, or an offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.
Past performance is not a reliable indicator of current or future results. Neither asset allocation nor diversification guarantee profit or prevent loss.
In the U.S., this material is for Institutional use only – not for public distribution.
In Canada, this material is intended for institutional investors only, is for educational purposes only, does not constitute investment advice and should not be construed as a solicitation or offering of units of any fund or other security in any jurisdiction.
The information provided here is neither tax nor legal advice and should not be relied on as such. Investment involves risk including possible loss of principal.
FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, PROFESSIONAL INVESTORS, PERMITTED CLIENT AND WHOLESALE INVESTOR USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.
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