Market Advantage - Institutional | BlackRock (2024)

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.

This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, 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.

This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns. No representation is made that any performance presented will be achieved by any BlackRock Funds, or that every assumption made in achieving, calculating or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. 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.

The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.

In the U.S., this material is for Institutional use only – not for public distribution.

In Canada,this material is intended for permitted clients 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.

In the European Economic Area,it is issued by BlackRock (Netherlands) B.V.: Amstelplein 1, 1096 HA,Amsterdam, Tel: 020 – 549 5200, Trade Register No. 17068311. This material is for distribution to Professional Clients (as defined by MiFID Rules) and Qualified Investors and should not be relied upon by any other persons.

In the United Kingdom and outside the European Economic Area,it is issued by BlackRock Investment Management (UK) Limited, (authorised and regulated by the Financial Conduct Authority (‘FCA’). Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Registered in England and Wales No. 2020394. Tel: 020 7743 3000. This material is for distribution to Professional Clients (as defined by the FCA or MiFID Rules) and Qualified Investors and should not be relied upon by any other persons.

For qualified investors in Switzerland, this material shall be exclusively made available to, and directed at, qualified investors as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended.

In South Africa,please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.

In Singapore,this document is provided by BlackRock (Singapore) Limited (company registration number:200010143N)for use only with institutional investors as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore. This advertisem*nt or publication has not been reviewed by the Monetary Authority of Singapore.

In Hong Kong,this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. This material is for distribution to "Professional Investors" (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that ordinance.) and should not be relied upon by any other persons or redistributed to retail clients in Hong Kong.

In South Korea,this information is issued by BlackRock Investment (Korea) Limited. This material is for distribution to the Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations) and for information or educational purposes only, and does not constitute investment advice or an offer or solicitation to purchase or sells in any securities or any investment strategies.

In Taiwan,independently operated by BlackRock Investment Management (Taiwan) Limited. Address: 28F., No. 100, Songren Rd., Xinyi Dist., Taipei City 110, Taiwan. Tel: (02)23261600.

Issued in Australia and New Zealandby BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL) for the exclusive use of the recipient who warrants by receipt of this material that they are a wholesale client and not a retail client as those terms are defined under the Australian Corporations Act 2001 (Cth) and the New Zealand Financial Advisers Act 2008 respectively. BIMAL is the issuer

of financial products and acts as an investment manager in Australia. BIMAL does not offer financial products to persons in New Zealand who are retail investors (as that term is defined in the Financial Markets Conduct Act 2013 (FMCA)). This material does not constitute or relate to such an offer. To the extent that this material does constitute or relate to such an offer of financial products, the offer is only made to, and capable of acceptance by, persons in New Zealand who are wholesale investors (as that term is defined in the FMCA). This material has not been prepared specifically for Australian or New Zealand investors and may contain references to dollar amounts which are not Australian or New Zealand dollars and financial information which are not prepared in accordance with Australian or New Zealand law or practices.

For recipients in China:This material may not be distributed to individuals resident in the People's Republic of China ("PRC", for such purposes, excluding Hong Kong, Macau and Taiwan) or entities registered in the PRC unless such parties have received all the required PRC government approvals to participate in any investment or receive any investment advisory or investment management services.

For Other Countries in APAC: This material is provided for your informational purposes only and must not be distributed to any other persons or redistributed. This material is issued for Institutional Investors only (or professional/sophisticated/qualified investors as such term may apply in local jurisdictions) and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities, BlackRock funds or

any investment strategy nor shall any securities be offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

In Latin America, for institutional investors and financial intermediaries only (not for public distribution). This material is for educational purposes only and does not constitute investment advice or an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund or security and it is your responsibility to inform yourself of, and to observe, all applicable laws and regulations of your relevant jurisdiction. If any funds are mentioned or inferred in this material, such funds may not been registered with the securities regulators of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus, may not be publicly offered in any such countries. The securities regulators of any country within Latin America have not confirmed the accuracy of any information contained herein. No information discussed herein can be provided to the general public in Latin America. The contents of this material are strictly confidential and must not be passed to any third party.

Mexico. For institutional investors and financial intermediaries only. Investing involves risk, including possible loss of principal. This material is provided for educational and informational purposes only and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund or security. It is your responsibility to inform yourself of, and to observe, all applicable laws and regulations of Mexico. If any funds, securities or investment strategies are mentioned or inferred in this material, such funds, securities or strategies have not been registered with the National Banking and Securities Commission (Comisión Nacional Bancaria y de Valores, the “CNBV”) and thus, may not be publicly offered in Mexico. The CNBV has not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico, subject to strict rules, and performed under the supervision of the CNBV. BlackRock Mexico, S.A. de C.V., Asesor en Inversiones Independiente (“BLKMX”) is a Mexican subsidiary of BlackRock, Inc., registered with the CNBV as an independent investment advisor under registration number 30088-001-(14085)-20/04/17, and as such, authorized to provide Investment Advisory Services. BlackRock México Operadora, S.A. de C.V., Sociedad Operadora de Fondos de Inversión (“BlackRock MX Operadora” and together with BLKMX, “BlackRock México”) are Mexican subsidiaries of BlackRock, Inc., authorized by the CNBV. For more information on the investment services offered by BlackRock Mexico, please review our Investment Services Guide available in www.BlackRock.com/mx. This material represents an assessment at a specific time and its information should not be relied upon by you as research or investment advice regarding the funds, any security or investment strategy in particular. Reliance upon information in this material is at your sole discretion. BlackRock México is not authorized to receive deposits, carry out intermediation activities, or act as a broker dealer, or bank in Mexico. For more information on BlackRock México, please visit: www.BlackRock.com/mx. Further, BlackRock receives revenue in the form of advisory fees for our mutual funds and exchange traded funds and management fees for our collective investment trusts.

The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation. Investment involves risk including possible loss of principal. 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 are often heightened for investments in emerging/developing markets or smaller capital markets.

FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, PERMITTED CLIENT AND WHOLESALE INVESTOR USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.

BlackRock® is a registered trademark of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.

Market Advantage - Institutional | BlackRock (2024)

FAQs

Is it safe to invest in BlackRock? ›

BlackRock currently has an average brokerage recommendation (ABR) of 1.34, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 16 brokerage firms.

Is the BlackRock Index fund good? ›

The fund has a yield of 1.7%, which may seem low for a dividend fund, but the portfolio management team at BlackRock doesn't invest for current yield only. Instead, they concentrate on stocks with excellent dividend growth prospects, making this fund an exceptional choice for an IRA.

Why not invest in BlackRock? ›

They also invest heavily in companies driving deforestation and back firms that undermine Indigenous rights. Asset managers that continue to fund the climate crisis face exponential risks, both environmental and financial. That's BlackRock's Big Problem.

What is a market advantage? ›

Market Advantage is a global multi-asset risk parity strategy designed to help achieve better diversification than traditional 60/40 portfolios by allocating capital based on risk rather than by asset class.

Which is better, Vanguard or BlackRock? ›

Which platform offers better support for long-term, passive investing? Vanguard is renowned for its commitment to passive investing and is a popular choice for those seeking low-cost, long-term investment strategies. BlackRock offers a variety of options, including a good balance of active and passive options.

Who is the real owner of BlackRock? ›

Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988. Originally it was part of The Blackstone Group.

Can normal people invest in BlackRock? ›

Buying shares in the BlackRock Income and Growth Investment Trust is easy. You can do so via a stockbroker or an online platform. You can also invest in investment trusts through your ISA with another provider or self-invested personal pension (SIPP).

How much money do you have to have to invest with BlackRock? ›

The Automatic Investment Plan (“AIP”) allows you to invest in your BlackRock funds on a periodic basis for a minimum of $50 per fund.

Does BlackRock outperform the S&P 500? ›

In comparison, returns for the S&P 500 have been 27% in 2021, -19% in 2022, and 24% in 2023 – indicating that BLK underperformed the S&P in 2022 and 2023.

Is BlackRock going under? ›

The Probability of Bankruptcy of BlackRock Inc (BLK) is 5.6% . This number represents the probability that BlackRock will face financial distress in the next 24 months given its current fundamentals and market conditions.

Why is BlackRock being sued? ›

The suit specifies that “BlackRock has falsely conveyed that certain of its funds do not incorporate ESG considerations,” despite its participation in NZAM and CA100+, as well as the firm's record that “show that ESG considerations in fact drive portions of its investment strategy-including for non-ESG-funds,” and that ...

Should I invest in BlackRock or Blackstone? ›

Summary. Business Focus: BlackRock focuses on asset management and investment advisory services, whereas Blackstone specializes in private equity, real estate, and alternative investments. AUM: BlackRock manages a significantly larger amount of assets compared to Blackstone.

What is the most advantageous market? ›

The most advantageous market is the market that maximizes the amount that would be received to sell the asset, after taking into account transaction costs and transport costs (that is, the net amount that would be received in the respective markets).

How do you gain market advantage? ›

Gaining a competitive advantage
  1. become the low-cost supplier.
  2. develop differentiated, innovative products and services.
  3. target a niche—geography, industry, product/service.
  4. employ differentiated business methods and approaches.
Jun 24, 2024

What is an unfair market advantage? ›

An “unfair advantage” in business refers to a distinct competitive edge or advantage that a company possesses, giving it an upper hand over its rivals in the market. This advantage is often considered unfair because it goes beyond what is commonly available or accessible to competitors.

Is BlackRock a good place to invest? ›

BlackRock has 12.98% upside potential, based on the analysts' average price target. BlackRock has a consensus rating of Strong Buy which is based on 10 buy ratings, 1 hold ratings and 0 sell ratings. The average price target for BlackRock is $938.55.

How much money do you need to invest in BlackRock? ›

The Automatic Investment Plan (“AIP”) allows you to invest in your BlackRock funds on a periodic basis for a minimum of $50 per fund.

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