Research Points to Innovation, Business
Catalysts and Asset Flows as Factors that Can Lead to Outperforming
the Broader Market
BlackRock Expands Active Equity and Fixed
Income Line-Up with Sustainable Infrastructure, Climate and Broad
ESG Funds
New research from BlackRock highlights how
sustainability-oriented business catalysts and data help active
investment managers identify companies better positioned to
outperform traditional benchmarks as the world transitions to a net
zero economy.
An estimated $50 to $100 trillion in capital investment is
required to successfully transition to a net-zero global economy.1
BlackRock research shows that as more companies participate in the
journey to net zero during this period of monumental economic
change, active investors can increasingly find opportunities to
outperform the traditional equities market in three ways: by
incorporating sustainable insights into their investment
strategies, identifying climate-related financial catalysts and
incorporating them into the investment process, and seeking out
investment opportunities in emerging technologies.
“We’ve been clear about our conviction that sustainability
criteria have material impacts on investment returns, and our
latest research builds on our thesis,” said Rich Kushel, Senior
Managing Director and Head of the Portfolio Management Group at
BlackRock. “The key to active management is our ability to
consistently identify companies and data points that can help us
generate investment alpha. The incorporation of sustainability
analytics is an increasingly important component to assessing the
potential of companies and technologies as sources of return.”
Providing More Active Sustainable Options
To provide clients with its active insights and more access to
sustainable strategies, BlackRock is launching nine new funds and
repurposing seven equity and fixed income funds with clearly
articulated environmental, social and governance (ESG) criteria
embedded in their investment mandates and objectives.
Across the new funds, investors will have access to a flagship
suite of broad ESG offerings across fixed income including total
return, high yield, emerging markets, and low-duration bond
strategies, as well as equities, including US growth and value as
well as large cap and international strategies. In addition to this
suite, climate and sustainable infrastructure equity strategies
complement the new broad ESG offerings.
Fixed Income
Broad ESG
Fund Names
Action
Target Effective Launch
1.BlackRock Sustainable High Yield Bond
Fund
New fund
7/23/21 (LIVE)
2.BlackRock Sustainable Advantage
CoreAlpha Bond Fund
Renaming
10/1/21 (LIVE)
3.BlackRock Sustainable Emerging Markets
Bond Fund
Repurpose
10/15/21 (LIVE)
4.BlackRock Sustainable Low Duration Bond
Fund
New fund
10/19/21
5.BlackRock Sustainable Total Return
Fund
New fund
10/19/21
6.BlackRock Sustainable Emerging Markets
Flexible Bond Fund
Repurpose
November 2021
Equity
Climate
Fund Names
Action
Target Effective Launch
7.BlackRock Future Climate and Sustainable
Economy ETF (BECO)
New fund
8/5/21 (LIVE)
Infrastructure
Fund Names
Action
Target Effective Launch
8.BlackRock Infrastructure Sustainable
Opportunities Fund
New fund
9/30/21 (LIVE)
Broad ESG
Fund Names
Action
Target Effective Launch
9.BlackRock ESG Capital Allocation Trust
(Closed-End)
New fund
9/27/21 (LIVE)
10.BlackRock Sustainable US Growth Equity
Fund
New fund
10/19/21
11.BlackRock Sustainable US Value Equity
Fund
New fund
10/19/21
12.BlackRock Sustainable International
Equity Fund
New fund
10/19/21
13.BlackRock Sustainable Emerging Markets
Equity Fund
Repurpose
11/2/21
14.BlackRock Sustainable Advantage Large
Cap Core Fund
Renaming
12/1/21
15.BlackRock Sustainable Advantage
International Equity Fund
Renaming
12/1/21
16.BlackRock Sustainable Advantage
Emerging Markets Equity Fund
Renaming
12/1/21
About BlackRock
BlackRock’s purpose is to help more and more people experience
financial well-being. As a fiduciary to investors and a leading
provider of financial technology, we help millions of people build
savings that serve them throughout their lives by making investing
easier and more affordable. For additional information on
BlackRock, please visit www.blackrock.com/corporate
Carefully consider the Funds' investment objectives, risk
factors, and charges and expenses before investing. This and other
information can be found in the Funds' prospectuses or, if
available, the summary prospectuses which may be obtained by
visiting www.iShares.com or www.blackrock.com. Read the prospectus
carefully before investing.
Investing involves risk, including possible loss of
principal.
A fund’s strategy of investing in securities of companies with
low carbon exposure limits the type and number of investment
opportunities available to the fund and, as a result, the fund may
underperform other funds that do not seek to minimize carbon
exposure. A fund’s low carbon exposure investment strategy may
result in the fund investing in securities or industry sectors that
underperform the market.
Funds that concentrate investments in specific industries,
sectors, markets or asset classes may underperform or be more
volatile than other industries, sectors, markets or asset classes
and the general securities market.
The BlackRock funds are actively managed and their
characteristics will vary. Actively managed funds do not seek to
replicate the performance of a specified index. Actively managed
funds may have higher portfolio turnover than index funds.
International investing involves risks, including risks related
to foreign currency, limited liquidity, less government regulation
and the possibility of substantial volatility due to adverse
political, economic or other developments. These risks often are
heightened for investments in emerging/developing markets and in
concentrations of single countries.
This material represents an assessment of the market environment
as of the date indicated; is subject to change; and is not intended
to be a forecast of future events or a guarantee of future results.
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.
The strategies discussed are strictly for illustrative and
educational purposes and are not a recommendation, offer or
solicitation to buy or sell any securities or to adopt any
investment strategy. There is no guarantee that any strategies
discussed will be effective.
This material contains general information only and does not
take into account an individual's financial circumstances. This
information should not be relied upon as a primary basis for an
investment decision. Rather, an assessment should be made as to
whether the information is appropriate in individual circumstances
and consideration should be given to talking to a financial
professional before making an investment decision.
The Funds are distributed by BlackRock Investments, LLC
(together with its affiliates, “BlackRock”).
Investors who invested certain amounts in the Funds on or around
the Funds’ launch date (also referred to as “anchor investors”),
including those investors quoted or listed in this communication,
were provided the opportunity by BlackRock to participate,
including as a featured speaker, in certain BlackRock-sponsored
publicity events relating to the Funds and their investment
strategies. Any investor’s opinion may not be representative of
other investors in the Funds and is not a guarantee of the future
performance or success of the Funds.
There is no guarantee, obligation or assurance that any anchor
investors will maintain any specific level of investment in the
fund, and such anchor investors have the abilty to withdraw their
investment at any point in time like any other shareholder of a
mutual fund or ETF.
©2021 BlackRock. All rights reserved. BLACKROCK is a
registered trademark of BlackRock. All other marks are the property
of their respective owners.
___________________________ [1] Intergovernmental Panel on
Climate Change (IPCC), “Mitigation Pathways Compatible with 1.5°C
in the Context of Sustainable Development,” in An IPCC Special
Report on the impacts of global warming, 2018.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20211019005300/en/
Matt Kobussen Matt.Kobussen@BlackRock.com +1 (646) 276-8682
BlackRock (NYSE:BLK)
Historical Stock Chart
From Jun 2024 to Jul 2024
BlackRock (NYSE:BLK)
Historical Stock Chart
From Jul 2023 to Jul 2024